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 16, 2023 Q2 2023
Resources Management Corp

West Hartford, CT
BUY
 -
270
+ 1080.0%
$20.3K - $22.4K
295 $26.3K
Jul 18, 2023 Q2 2023
Annapolis Financial Services, LLC

BUY
 -
265
New
$19.9K - $22K
265 $23.6K
Jul 12, 2023 Q2 2023
Stillwater Capital Advisors, LLC

BUY
 -
257
+ 1.09%
$19.3K - $21.3K
23.7K $2.11M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
255
New
$19.1K - $21.1K
255 $22.7K
Aug 14, 2023 Q2 2023
Marathon Trading Investment Management LLC

Radnor, PA
BUY
 -
253
New
$19K - $21K
253 $22.5K
Aug 01, 2023 Q2 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
250
+ 3.23%
$18.8K - $20.7K
8K $712K
Aug 09, 2023 Q2 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
248
+ 6.03%
$18.6K - $20.6K
4.36K $388K
Jul 20, 2023 Q2 2023
St. Johns Investment Management Company, LLC

BUY
 -
241
+ 4.57%
$18.1K - $20K
5.52K $491K
Aug 08, 2023 Q2 2023
Rovin Capital

BUY
 -
226
+ 6.47%
$17K - $18.7K
3.72K $331K
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
210
+ 2.45%
$15.8K - $17.4K
8.78K $781K
Jul 25, 2023 Q2 2023
Institute For Wealth Management, Llc.

BUY
 -
206
+ 3.66%
$15.5K - $17.1K
5.84K $520K
Jul 26, 2023 Q2 2023
Strengthening Families & Communities, LLC

BUY
 -
203
New
$15.2K - $16.8K
203 $18.1K
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
196
+ 10.62%
$14.7K - $16.2K
2.04K $182K
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
192
+ 6.57%
$14.4K - $15.9K
3.12K $277K
Jul 21, 2023 Q2 2023
Kovack Advisors, Inc.

BUY
 -
190
+ 7.22%
$14.3K - $15.7K
2.82K $251K
Jul 24, 2023 Q2 2023
Whittier Trust CO

BUY
 -
174
+ 3.54%
$13.1K - $14.4K
5.09K $453K
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
157
+ 10.89%
$11.8K - $13K
1.6K $142K
Jul 25, 2023 Q2 2023
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
156
+ 0.73%
$11.7K - $12.9K
21.7K $1.93M
Jul 13, 2023 Q2 2023
Secure Asset Management, LLC

BUY
 -
155
+ 5.98%
$11.6K - $12.8K
2.75K $245K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
129
+ 0.4%
$9.68K - $10.7K
32.3K $2.87M
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
127
+ 33.6%
$9.53K - $10.5K
505 $44.9K
Jul 11, 2023 Q2 2023
Butensky & Cohen Financial Security, Inc

BUY
 -
127
+ 0.63%
$9.53K - $10.5K
20.3K $1.8M
Aug 10, 2023 Q2 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
114
New
$8.55K - $9.45K
114 $10.1K
Feb 14, 2024 Q2 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
114
New
$8.55K - $9.45K
114 $10.1K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
95
+ 3166.67%
$7.13K - $7.87K
98 $8.72K
Aug 11, 2023 Q2 2023
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
95
+ 1.4%
$7.13K - $7.87K
6.87K $611K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
95
+ 3166.67%
$7.13K - $7.87K
98 $8.72K
Aug 04, 2023 Q2 2023
Comerica Securities,Inc.

BUY
 -
93
+ 0.79%
$6.98K - $7.71K
11.9K $1.06M
Jul 24, 2023 Q2 2023
Kessler Investment Group, LLC

BUY
 -
92
+ 2.25%
$6.9K - $7.62K
4.18K $372K
Jul 25, 2023 Q2 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
83
+ 23.85%
$6.23K - $6.88K
431 $38.4K
Aug 09, 2023 Q2 2023
1 St Source Bank

BUY
 -
80
+ 2.09%
$6K - $6.63K
3.91K $348K
Jul 20, 2023 Q2 2023
Sabal Trust CO

BUY
 -
79
+ 0.86%
$5.93K - $6.55K
9.24K $823K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
75
+ 4.26%
$5.63K - $6.22K
1.84K $163K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
72
New
$5.4K - $5.97K
72 $6.41K
Aug 08, 2024 Q2 2023
Abound Wealth Management

Franklin, TN
BUY
 -
70
New
$5.25K - $5.8K
70 $6.23K
Aug 09, 2023 Q2 2023
Rock Creek Group, LP

BUY
 -
67
+ 3.96%
$5.03K - $5.55K
1.76K $157K
Aug 01, 2023 Q2 2023
Abbrea Capital, LLC

BUY
 -
60
+ 0.31%
$4.5K - $4.97K
19.6K $1.75M
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
55
New
$4.13K - $4.56K
55 $4.9K
Jul 13, 2023 Q2 2023
Windsor Capital Management, LLC

BUY
 -
55
+ 0.84%
$4.13K - $4.56K
6.62K $589K
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
54
+ 5.4%
$4.05K - $4.47K
1.05K $93.8K
Aug 03, 2023 Q2 2023
Massachusetts Wealth Management

North Andover, MA
BUY
 -
50
+ 1.83%
$3.75K - $4.14K
2.78K $247K
Aug 07, 2023 Q2 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
50
New
$3.75K - $4.14K
50 $4.45K
Jul 18, 2023 Q2 2023
Avitas Wealth Management LLC

BUY
 -
47
+ 1.12%
$3.53K - $3.89K
4.25K $378K
Aug 11, 2023 Q2 2023
Horizon Family Wealth, Inc.

BUY
 -
43
+ 1.58%
$3.23K - $3.56K
2.77K $247K
Jul 12, 2023 Q2 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
42
+ 1.58%
$3.15K - $3.48K
2.7K $240K
May 15, 2024 Q2 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
42
+ 0.78%
$3.15K - $3.48K
5.39K $480K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
40
New
$3K - $3.31K
40 $3.56K
Aug 09, 2023 Q2 2023
Banque Cantonale Vaudoise

BUY
 -
40
+ 2.61%
$3K - $3.31K
1.57K $140K
Aug 14, 2023 Q2 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
39
+ 1.28%
$2.93K - $3.23K
3.08K $274K

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