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 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
1.01K+ 1.64% |
$75.8K - $83.7K
|
62.6K
$5.57M
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1K+ 12.3% |
$75K - $82.9K
|
9.13K
$813K
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
970+ 1.12% |
$72.8K - $80.4K
|
87.2K
$7.76M
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
945+ 27.34% |
$70.9K - $78.3K
|
4.4K
$392K
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
912+ 6.44% |
$68.4K - $75.6K
|
15.1K
$1.34M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
869+ 19.99% |
$65.2K - $72K
|
5.22K
$464K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
858+ 1.85% |
$64.4K - $71.1K
|
47.1K
$4.19M
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
806New |
$60.5K - $66.8K
|
806
$71.7K
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
800+ 10.34% |
$60K - $66.3K
|
8.54K
$760K
|
|
Jul 12, 2023
Q2 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
783+ 0.68% |
$58.7K - $64.9K
|
116K
$10.3M
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
767+ 7.99% |
$57.5K - $63.6K
|
10.4K
$923K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
756+ 24.14% |
$56.7K - $62.6K
|
3.89K
$346K
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
BUY
|
- |
720+ 8.12% |
$54K - $59.7K
|
9.59K
$854K
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
680+ 1.32% |
$51K - $56.4K
|
52.3K
$4.65M
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
632+ 10.91% |
$47.4K - $52.4K
|
6.43K
$572K
|
|
Aug 14, 2023
Q2 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
617+ 3.5% |
$46.3K - $51.1K
|
18.2K
$1.62M
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
602+ 4.41% |
$45.2K - $49.9K
|
14.3K
$1.27M
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
581New |
$43.6K - $48.1K
|
581
$51.7K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
571+ 528.7% |
$42.8K - $47.3K
|
679
$60.4K
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
548+ 5.03% |
$41.1K - $45.4K
|
11.4K
$1.02M
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
548+ 5.05% |
$41.1K - $45.4K
|
11.4K
$1.01M
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
536+ 0.45% |
$40.2K - $44.4K
|
120K
$10.7M
|
|
Jul 24, 2023
Q2 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
503+ 3.3% |
$37.7K - $41.7K
|
15.7K
$1.4M
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
493+ 6.16% |
$37K - $40.9K
|
8.5K
$756K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
489+ 28.04% |
$36.7K - $40.5K
|
2.23K
$199K
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
485+ 3.01% |
$36.4K - $40.2K
|
16.6K
$1.48M
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
442+ 387.72% |
$33.2K - $36.6K
|
556
$49.5K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
416+ 5.94% |
$31.2K - $34.5K
|
7.42K
$660K
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
405+ 3.21% |
$30.4K - $33.6K
|
13K
$1.16M
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
405+ 6.95% |
$30.4K - $33.6K
|
6.23K
$555K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
401+ 2.93% |
$30.1K - $33.2K
|
14.1K
$1.25M
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
398+ 2.47% |
$29.9K - $33K
|
16.5K
$1.47M
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
369+ 0.16% |
$27.7K - $30.6K
|
226K
$20.1M
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
357+ 2.61% |
$26.8K - $29.6K
|
14K
$1.25M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
356+ 5.8% |
$26.7K - $29.5K
|
6.5K
$578K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
353+ 4.32% |
$26.5K - $29.3K
|
8.52K
$758K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
350+ 244.76% |
$26.3K - $29K
|
493
$43.9K
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
346+ 2.3% |
$26K - $28.7K
|
15.4K
$1.37M
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
344+ 2.69% |
$25.8K - $28.5K
|
13.1K
$1.17M
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
330+ 1222.22% |
$24.8K - $27.3K
|
357
$31.8K
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
324+ 1.91% |
$24.3K - $26.8K
|
17.3K
$1.54M
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
314New |
$23.6K - $26K
|
314
$27.9K
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
305+ 8.97% |
$22.9K - $25.3K
|
3.71K
$330K
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
304+ 2.92% |
$22.8K - $25.2K
|
10.7K
$953K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
303+ 11.73% |
$22.7K - $25.1K
|
2.89K
$257K
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
302+ 1.06% |
$22.7K - $25K
|
28.8K
$2.56M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
290+ 3.32% |
$21.8K - $24K
|
9.01K
$802K
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
290New |
$21.8K - $24K
|
290
$25.8K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
276+ 0.67% |
$20.7K - $22.9K
|
41.2K
$3.67M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
273+ 127.57% |
$20.5K - $22.6K
|
487
$43.3K
|