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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-95- 7.12% |
$6.99K - $8.6K
|
1.24K
$113K
|
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-95Closed |
$6.99K - $8.6K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100- 21.37% |
$7.35K - $9.06K
|
368
$33.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-100- 83.33% |
$7.35K - $9.06K
|
20
$1.83K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
$7.35K - $9.06K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-100- 2.78% |
$7.35K - $9.06K
|
3.5K
$319K
|
|
|
Jul 15, 2022
Q2 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-100- 0.54% |
$7.35K - $9.06K
|
18.3K
$1.67M
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100Closed |
$7.35K - $9.06K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-104- 3.55% |
$7.65K - $9.42K
|
2.83K
$258K
|
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-109- 1.43% |
$8.02K - $9.87K
|
7.53K
$687K
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-110- 2.42% |
$8.09K - $9.96K
|
4.44K
$405K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-112- 1.23% |
$8.24K - $10.1K
|
8.97K
$818K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-113- 66.86% |
$8.31K - $10.2K
|
56
$5.11K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-117- 10.01% |
$8.6K - $10.6K
|
1.05K
$96K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-117- 13.85% |
$8.6K - $10.6K
|
728
$66.5K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-120Closed |
$8.82K - $10.9K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-123- 2.31% |
$9.05K - $11.1K
|
5.21K
$476K
|
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-123Closed |
$9.05K - $11.1K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-123- 86.62% |
$9.05K - $11.1K
|
19
$1.73K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-124- 0.44% |
$9.12K - $11.2K
|
28.3K
$2.58M
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-125- 0.65% |
$9.19K - $11.3K
|
19.2K
$1.75M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-126- 15.2% |
$9.27K - $11.4K
|
703
$64.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-129- 1.08% |
$9.49K - $11.7K
|
11.8K
$1.08M
|
|
|
Aug 12, 2022
Q2 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-130- 2.89% |
$9.56K - $11.8K
|
4.37K
$399K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-137- 2.23% |
$10.1K - $12.4K
|
6K
$548K
|
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-138- 0.48% |
$10.1K - $12.5K
|
28.9K
$2.64M
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-139- 17.42% |
$10.2K - $12.6K
|
659
$60.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-141- 3.52% |
$10.4K - $12.8K
|
3.86K
$352K
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-143- 0.24% |
$10.5K - $12.9K
|
59.6K
$5.44M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-147- 38.18% |
$10.8K - $13.3K
|
238
$21.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-150- 1.08% |
$11K - $13.6K
|
13.8K
$1.26M
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-162- 4.73% |
$11.9K - $14.7K
|
3.27K
$298K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-166- 5.22% |
$12.2K - $15K
|
3.02K
$275K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-174Closed |
$12.8K - $15.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-180- 4.79% |
$13.2K - $16.3K
|
3.58K
$327K
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
SELL
|
- |
-183- 4.33% |
$13.5K - $16.6K
|
4.05K
$369K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-186- 8.87% |
$13.7K - $16.8K
|
1.91K
$175K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-196Closed |
$14.4K - $17.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-198- 4.64% |
$14.6K - $17.9K
|
4.07K
$371K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-200- 5.07% |
$14.7K - $18.1K
|
3.74K
$342K
|
|
|
Jul 25, 2022
Q2 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-200- 0.96% |
$14.7K - $18.1K
|
20.7K
$1.89M
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-209- 1.07% |
$15.4K - $18.9K
|
19.3K
$1.76M
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-217- 12.29% |
$16K - $19.6K
|
1.55K
$141K
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-218- 8.17% |
$16K - $19.7K
|
2.45K
$224K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-218- 66.26% |
$16K - $19.7K
|
111
$10.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-219- 2.45% |
$16.1K - $19.8K
|
8.73K
$797K
|
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-223- 2.5% |
$16.4K - $20.2K
|
8.68K
$793K
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-232- 34.63% |
$17.1K - $21K
|
438
$40K
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-240- 51.61% |
$17.6K - $21.7K
|
225
$20.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-242- 2.37% |
$17.8K - $21.9K
|
9.96K
$909K
|