Purchases and Sales Made in Q1 2023 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q1 2023. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR FD-MATERIAL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-112- 0.35% |
$8.46K - $9.54K
|
31.7K
$2.9M
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-121- 66.12% |
$9.14K - $10.3K
|
62
$5.66K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-122- 1.47% |
$9.21K - $10.4K
|
8.17K
$745K
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-130- 3.34% |
$9.82K - $11.1K
|
3.76K
$343K
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-134- 4.64% |
$10.1K - $11.4K
|
2.76K
$252K
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-137- 2.96% |
$10.3K - $11.7K
|
4.5K
$410K
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-137- 5.12% |
$10.3K - $11.7K
|
2.54K
$232K
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-138- 3.8% |
$10.4K - $11.8K
|
3.49K
$319K
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-139- 0.45% |
$10.5K - $11.8K
|
30.8K
$2.81M
|
|
Apr 21, 2023
Q1 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-141- 1.95% |
$10.6K - $12K
|
7.09K
$647K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-147- 0.81% |
$11.1K - $12.5K
|
18K
$1.65M
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-149- 37.63% |
$11.3K - $12.7K
|
247
$22.5K
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-162- 5.23% |
$12.2K - $13.8K
|
2.93K
$268K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-164- 2.07% |
$12.4K - $14K
|
7.75K
$707K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-164- 3.23% |
$12.4K - $14K
|
4.92K
$449K
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-167Closed |
$12.6K - $14.2K
|
0
$0
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-168- 92.82% |
$12.7K - $14.3K
|
13
$1.19K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-168- 0.99% |
$12.7K - $14.3K
|
16.8K
$1.53M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-168- 76.71% |
$12.7K - $14.3K
|
51
$4.66K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-169- 2.58% |
$12.8K - $14.4K
|
6.38K
$582K
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-170- 0.49% |
$12.8K - $14.5K
|
34.3K
$3.13M
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-172- 3.14% |
$13K - $14.7K
|
5.31K
$484K
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-176- 1.97% |
$13.3K - $15K
|
8.77K
$800K
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-180- 11.39% |
$13.6K - $15.3K
|
1.4K
$128K
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-190- 0.77% |
$14.3K - $16.2K
|
24.4K
$2.23M
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-191- 0.6% |
$14.4K - $16.3K
|
31.7K
$2.89M
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-194- 0.88% |
$14.6K - $16.5K
|
21.9K
$2M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-195- 0.94% |
$14.7K - $16.6K
|
20.5K
$1.87M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-195- 2.45% |
$14.7K - $16.6K
|
7.78K
$710K
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-200- 1.87% |
$15.1K - $17K
|
10.5K
$956K
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-200- 1.6% |
$15.1K - $17K
|
12.3K
$1.12M
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-201- 8.48% |
$15.2K - $17.1K
|
2.17K
$198K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-201- 5.81% |
$15.2K - $17.1K
|
3.26K
$298K
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-233- 2.19% |
$17.6K - $19.9K
|
10.4K
$950K
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-235- 3.38% |
$17.7K - $20K
|
6.72K
$613K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-242- 1.23% |
$18.3K - $20.6K
|
19.4K
$1.78M
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-243- 32.02% |
$18.3K - $20.7K
|
516
$47.1K
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-244- 0.2% |
$18.4K - $20.8K
|
119K
$10.9M
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-244- 7.63% |
$18.4K - $20.8K
|
2.95K
$269K
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-245- 8.43% |
$18.5K - $20.9K
|
2.66K
$243K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-248- 6.64% |
$18.7K - $21.1K
|
3.49K
$318K
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-248- 8.55% |
$18.7K - $21.1K
|
2.65K
$242K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-252- 2.91% |
$19K - $21.5K
|
8.41K
$768K
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-268- 0.97% |
$20.2K - $22.8K
|
27.4K
$2.5M
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-272- 1.41% |
$20.5K - $23.2K
|
19K
$1.73M
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-272- 1.41% |
$20.5K - $23.2K
|
19K
$1.73M
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-275- 1.37% |
$20.8K - $23.4K
|
19.8K
$1.81M
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-280- 1.53% |
$21.1K - $23.9K
|
18.1K
$1.65M
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-287- 1.19% |
$21.7K - $24.5K
|
23.7K
$2.17M
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-292- 5.57% |
$22K - $24.9K
|
4.95K
$451K
|