Purchases and Sales Made in Q2 2023 in Select Sector Spdr Fd Material (XLB)

XLB Quotes by TradingView

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
Aug 08, 2023 Q2 2023
Sequoia Financial Advisors, LLC

BUY
 -
3.23K
New
$242K - $268K
3.23K $269K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
3.06K
+ 33.51%
$230K - $254K
12.2K $1.02M
Aug 15, 2023 Q2 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
3.06K
+ 23.56%
$230K - $254K
16K $1.34M
Jul 20, 2023 Q2 2023
Clarity Financial LLC

BUY
 -
3.05K
New
$229K - $253K
3.05K $254K
Jul 20, 2023 Q2 2023
Cannon Global Investment Management, LLC

BUY
 -
3K
New
$225K - $249K
3K $250K
Aug 08, 2023 Q2 2023
Haverford Trust CO

Radnor, PA
BUY
 -
2.96K
New
$222K - $245K
2.96K $246K
Aug 09, 2023 Q2 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
2.81K
New
$211K - $233K
2.81K $234K
Aug 14, 2023 Q2 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
2.8K
New
$210K - $232K
2.8K $233K
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
2.73K
+ 18.85%
$205K - $227K
17.2K $1.44M
Aug 14, 2023 Q2 2023
Ascent Group, LLC

BUY
 -
2.69K
New
$202K - $223K
2.69K $224K
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
2.64K
New
$198K - $219K
2.64K $220K
Jul 28, 2023 Q2 2023
Koshinski Asset Management, Inc.

BUY
 -
2.6K
New
$195K - $215K
2.6K $216K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.59K
+ 101.85%
$194K - $214K
5.13K $427K
Jul 21, 2023 Q2 2023
Gen Trust, LLC

BUY
 -
2.58K
+ 7.52%
$193K - $214K
36.8K $3.07M
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
2.5K
New
$188K - $207K
2.5K $208K
Jul 31, 2023 Q2 2023
Warther Private Wealth, LLC

Akron, OH
BUY
 -
2.44K
New
$183K - $203K
2.44K $204K
Aug 03, 2023 Q2 2023
Appleton Group, LLC

BUY
 -
2.44K
New
$183K - $202K
2.44K $203K
Aug 03, 2023 Q2 2023
Simmons Bank

BUY
 -
2.44K
+ 8.53%
$183K - $202K
31K $2.59M
Aug 10, 2023 Q2 2023
Lowe Brockenbrough & CO Inc

BUY
 -
2.43K
New
$182K - $201K
2.43K $202K
Jul 20, 2023 Q2 2023
Kg&L Capital Management,Llc

BUY
 -
2.43K
New
$182K - $201K
2.43K $202K
Jul 21, 2023 Q2 2023
Capital Insight Partners, LLC

BUY
 -
2.18K
+ 4.39%
$164K - $181K
51.9K $4.32M
Aug 10, 2023 Q2 2023
Stonehage Fleming Financial Services Holdings LTD

BUY
 -
2.14K
New
$160K - $177K
2.14K $178K
Jul 17, 2023 Q2 2023
Cmh Wealth Management LLC

BUY
 -
2.13K
+ 3.58%
$160K - $177K
61.6K $5.13M
Jul 20, 2023 Q2 2023
Jmac Enterprises LLC

BUY
 -
2.01K
+ 3.22%
$150K - $166K
64.4K $5.36M
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
1.85K
+ 32.54%
$139K - $153K
7.54K $628K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
1.85K
New
$139K - $153K
1.85K $154K
Aug 10, 2023 Q2 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
1.8K
+ 6.09%
$135K - $149K
31.4K $2.61M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
1.8K
New
$135K - $149K
1.8K $150K
Jul 27, 2023 Q2 2023
Moreno Evelyn V

Boston, MA
BUY
 -
1.74K
+ 2.49%
$131K - $144K
71.7K $5.97M
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
1.71K
+ 649.05%
$128K - $141K
1.97K $164K
Aug 04, 2023 Q2 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
1.64K
+ 6.97%
$123K - $136K
25.2K $2.1M
Jul 25, 2023 Q2 2023
First Merchants Corp

BUY
 -
1.63K
+ 2.31%
$122K - $135K
72.3K $6.03M
Jul 11, 2023 Q2 2023
Canton Hathaway, LLC

BUY
 -
1.61K
+ 5.08%
$120K - $133K
33.2K $2.76M
Jul 11, 2023 Q2 2023
Biltmore Wealth Management, LLC

BUY
 -
1.57K
+ 1.47%
$118K - $130K
109K $9.04M
Aug 10, 2023 Q2 2023
E Rn Financial, LLC

BUY
 -
1.51K
+ 23.75%
$113K - $125K
7.85K $654K
Jul 10, 2023 Q2 2023
Clarus Wealth Advisors

BUY
 -
1.41K
+ 9.08%
$106K - $117K
17K $1.41M
Jul 17, 2023 Q2 2023
Hudson Valley Investment Advisors Inc

BUY
 -
1.35K
+ 23.32%
$101K - $112K
7.12K $593K
Apr 26, 2024 Q2 2023
Prestige Wealth Management Group LLC

BUY
 -
1.32K
+ 6580.0%
$98.7K - $109K
1.34K $111K
Aug 11, 2023 Q2 2023
Prestige Wealth Management Group LLC

BUY
 -
1.32K
+ 6580.0%
$98.7K - $109K
1.34K $111K
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
1.29K
+ 3.36%
$96.4K - $106K
39.5K $3.29M
Jul 11, 2023 Q2 2023
Peoples Financial Services Corp.

BUY
 -
1.22K
+ 23.04%
$91.4K - $101K
6.5K $542K
Aug 04, 2023 Q2 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
1.21K
+ 6.4%
$91K - $101K
20.2K $1.68M
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
1.19K
+ 10.2%
$88.9K - $98.2K
12.8K $1.07M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.17K
+ 0.58%
$87.8K - $97K
205K $17M
Jul 20, 2023 Q2 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
1.14K
+ 42.36%
$85.4K - $94.4K
3.83K $319K
Aug 14, 2023 Q2 2023
Union Savings Bank

Litchfield, CT
BUY
 -
1.12K
New
$84.2K - $93K
1.12K $93.5K
Aug 04, 2023 Q2 2023
Family Legacy, Inc.

BUY
 -
1.11K
+ 4.82%
$83.4K - $92.2K
24.2K $2.01M
Jul 14, 2023 Q2 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
1.1K
+ 14.45%
$82.5K - $91.2K
8.71K $726K
Jul 17, 2023 Q2 2023
Sterling Investment Counsel, LLC

BUY
 -
1.02K
+ 30.75%
$76.1K - $84.1K
4.32K $360K

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