Purchases and Sales Made in Q2 2022 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
73+ 0.4% |
$5.37K - $6.61K
|
18.3K
$1.67M
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
71New |
$5.22K - $6.43K
|
71
$6.48K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
69New |
$5.07K - $6.25K
|
69
$6.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
68+ 0.92% |
$5K - $6.16K
|
7.49K
$684K
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
68+ 0.92% |
$5K - $6.16K
|
7.45K
$680K
|
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
BUY
|
- |
65+ 0.87% |
$4.78K - $5.89K
|
7.53K
$688K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
60New |
$4.41K - $5.43K
|
60
$5.48K
|
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
60+ 42.25% |
$4.41K - $5.43K
|
202
$18.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
58+ 2.88% |
$4.27K - $5.25K
|
2.07K
$189K
|
|
|
Aug 03, 2022
Q2 2022
|
Norwood Financial Corp
|
BUY
|
- |
55+ 4.22% |
$4.04K - $4.98K
|
1.36K
$124K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
53New |
$3.9K - $4.8K
|
53
$4.84K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
53+ 117.78% |
$3.9K - $4.8K
|
98
$8.95K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52+ 0.09% |
$3.82K - $4.71K
|
57K
$5.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
51+ 1.91% |
$3.75K - $4.62K
|
2.72K
$248K
|
|
|
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
50+ 1.02% |
$3.68K - $4.53K
|
4.98K
$454K
|
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
BUY
|
- |
50+ 1.27% |
$3.68K - $4.53K
|
3.98K
$363K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
50+ 1.34% |
$3.68K - $4.53K
|
3.77K
$344K
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
49+ 0.45% |
$3.6K - $4.44K
|
11K
$1.01M
|
|
|
Jul 14, 2022
Q2 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
44+ 0.21% |
$3.24K - $3.98K
|
21.4K
$1.95M
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
41+ 0.63% |
$3.02K - $3.71K
|
6.54K
$597K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
40+ 10.26% |
$2.94K - $3.62K
|
430
$39.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
33New |
$2.43K - $2.99K
|
33
$3.01K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
26+ 0.26% |
$1.91K - $2.35K
|
10.1K
$924K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
23+ 88.46% |
$1.69K - $2.08K
|
49
$4.47K
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
22+ 0.26% |
$1.62K - $1.99K
|
8.51K
$777K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
20+ 4.03% |
$1.47K - $1.81K
|
516
$47.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
18New |
$1.32K - $1.63K
|
18
$1.64K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
17+ 1.42% |
$1.25K - $1.54K
|
1.22K
$111K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
16+ 8.21% |
$1.18K - $1.45K
|
211
$19.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
16+ 0.47% |
$1.18K - $1.45K
|
3.43K
$313K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 1.03% |
$956 - $1.18K
|
1.27K
$116K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
13+ 0.72% |
$956 - $1.18K
|
1.81K
$165K
|
|
|
Aug 09, 2022
Q2 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
12+ 0.3% |
$882 - $1.09K
|
3.99K
$364K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
10New |
$735 - $906
|
10
$913
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
10+ 0.76% |
$735 - $906
|
1.32K
$121K
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
7+ 0.67% |
$515 - $634
|
1.06K
$96.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.76% |
$441 - $543
|
797
$72.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
5+ 0.11% |
$368 - $453
|
4.42K
$403K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5+ 0.65% |
$368 - $453
|
772
$70.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
4+ 0.01% |
$294 - $362
|
28.5K
$2.6M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
4+ 1.93% |
$294 - $362
|
211
$19.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$221 - $272
|
4.26K
$389K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.57% |
$221 - $272
|
526
$48K
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.02% |
$147 - $181
|
12.5K
$1.14M
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
2+ 0.99% |
$147 - $181
|
205
$18.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.13% |
$147 - $181
|
1.56K
$142K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.05% |
$73.5 - $90.6
|
1.86K
$170K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.56% |
$73.5 - $90.6
|
179
$16.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1+ 0.43% |
$73.5 - $90.6
|
232
$21.2K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$73.5 - $90.6
|
4.85K
$443K
|