Purchases and Sales Made in Q2 2023 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.1K- 18.65% |
$82.6K - $91.2K
|
4.8K
$400K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 13.51% |
$83.6K - $92.4K
|
7.14K
$595K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.12K- 3.53% |
$83.9K - $92.6K
|
30.5K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.16K- 3.16% |
$86.8K - $95.9K
|
35.4K
$2.95M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-1.24K- 4.02% |
$92.9K - $103K
|
29.6K
$2.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-1.25K- 27.44% |
$93.8K - $104K
|
3.31K
$275K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.29K- 17.86% |
$96.6K - $107K
|
5.92K
$493K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-1.29K- 7.96% |
$97.1K - $107K
|
15K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.33K- 20.2% |
$99.9K - $110K
|
5.26K
$438K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.34K- 15.27% |
$100K - $111K
|
7.43K
$619K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.35K- 1.57% |
$101K - $111K
|
84.1K
$7M
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.4K- 12.05% |
$105K - $116K
|
10.2K
$852K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.41K- 19.57% |
$106K - $117K
|
5.81K
$484K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.45K- 33.34% |
$109K - $120K
|
2.9K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1.46K- 18.38% |
$109K - $121K
|
6.47K
$539K
|
|
|
Aug 15, 2023
Q2 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-1.49K- 0.3% |
$112K - $123K
|
490K
$40.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.51K- 20.53% |
$113K - $125K
|
5.84K
$487K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.55K- 36.44% |
$116K - $128K
|
2.7K
$225K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-1.58K- 4.65% |
$119K - $131K
|
32.5K
$2.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.69K- 6.51% |
$126K - $140K
|
24.2K
$2.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-1.7K- 5.51% |
$128K - $141K
|
29.2K
$2.43M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.73K- 2.57% |
$130K - $144K
|
65.7K
$5.47M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.83K- 17.43% |
$137K - $151K
|
8.65K
$720K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.84K- 10.94% |
$138K - $152K
|
14.9K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.86K- 66.27% |
$140K - $154K
|
947
$78.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-1.94K- 5.43% |
$145K - $160K
|
33.7K
$2.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.98K- 2.26% |
$149K - $164K
|
85.7K
$7.14M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.98K- 10.98% |
$149K - $164K
|
16.1K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-2.01K- 32.01% |
$150K - $166K
|
4.26K
$355K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.05K- 14.44% |
$154K - $170K
|
12.1K
$1.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.06K- 31.01% |
$154K - $170K
|
4.58K
$381K
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-2.06K- 16.64% |
$155K - $171K
|
10.3K
$861K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.12K- 15.37% |
$159K - $176K
|
11.7K
$973K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.12K- 25.77% |
$159K - $176K
|
6.12K
$509K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.12K- 17.46% |
$159K - $176K
|
10K
$836K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.18K- 10.53% |
$163K - $180K
|
18.5K
$1.54M
|
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.24K- 9.46% |
$168K - $186K
|
21.5K
$1.79M
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-2.33K- 8.46% |
$175K - $193K
|
25.3K
$2.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.34K- 23.77% |
$175K - $194K
|
7.5K
$625K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.41K- 5.8% |
$181K - $200K
|
39.2K
$3.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.51K- 49.73% |
$189K - $208K
|
2.54K
$212K
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.59KClosed |
$194K - $214K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.61K- 4.01% |
$195K - $216K
|
62.3K
$5.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.67K- 23.7% |
$200K - $221K
|
8.6K
$716K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-2.73K- 61.18% |
$205K - $226K
|
1.73K
$144K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.75K- 33.67% |
$206K - $228K
|
5.41K
$451K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.79K- 11.0% |
$210K - $231K
|
22.6K
$1.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.83K- 2.55% |
$212K - $235K
|
108K
$9M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.9K- 4.38% |
$218K - $240K
|
63.4K
$5.28M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.97K- 75.23% |
$223K - $246K
|
978
$81.5K
|