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 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
37+ 0.33% |
$2.78K - $3.07K
|
11.3K
$1M
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
36+ 1.0% |
$2.7K - $2.98K
|
3.64K
$324K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
35+ 5.99% |
$2.63K - $2.9K
|
619
$55.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31+ 0.14% |
$2.33K - $2.57K
|
21.6K
$1.92M
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
15+ 0.14% |
$1.13K - $1.24K
|
10.7K
$948K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
14New |
$1.05K - $1.16K
|
14
$1.25K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
14+ 0.02% |
$1.05K - $1.16K
|
73.6K
$6.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
13New |
$975 - $1.08K
|
13
$1.16K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 38.24% |
$975 - $1.08K
|
47
$4.18K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11+ 0.33% |
$825 - $912
|
3.31K
$295K
|
|
|
Jul 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
11+ 0.31% |
$825 - $912
|
3.59K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8New |
$600 - $663
|
8
$712
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5+ 0.05% |
$375 - $414
|
9.19K
$818K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.47% |
$375 - $414
|
1.08K
$95.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4+ 0.1% |
$300 - $331
|
4.01K
$356K
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
4+ 0.66% |
$300 - $331
|
614
$54.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
3+ 0.06% |
$225 - $249
|
4.64K
$413K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
3+ 0.05% |
$225 - $249
|
6.12K
$545K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.15% |
$150 - $166
|
1.36K
$121K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.21% |
$150 - $166
|
947
$84.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.66% |
$150 - $166
|
305
$27.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.49% |
$75 - $82.9
|
205
$18.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.22% |
$75 - $82.9
|
453
$40.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$75 - $82.9
|
3.99K
$355K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 1.96% |
$75 - $82.9
|
52
$4.63K
|
|
|
May 10, 2024
Q2 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1+ 0.02% |
$75 - $82.9
|
4.52K
$402K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.55% |
$75 - $82.9
|
183
$16.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1- -0.0% |
$75 - $82.9
|
22.9K
$2.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-1- 0.01% |
$75 - $82.9
|
8.95K
$796K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-4- 0.02% |
$300 - $331
|
16.4K
$1.46M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4- 0.65% |
$300 - $331
|
610
$54.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-5- 0.65% |
$375 - $414
|
767
$68.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-6- 0.04% |
$450 - $497
|
16.3K
$1.45M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-7Closed |
$525 - $580
|
0
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-8- 0.14% |
$600 - $663
|
5.84K
$520K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-10- 16.13% |
$750 - $829
|
52
$4.63K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-11- 0.38% |
$825 - $912
|
2.92K
$260K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-12- 2.33% |
$900 - $994
|
504
$44.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-14- 3.54% |
$1.05K - $1.16K
|
381
$33.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-15- 0.32% |
$1.13K - $1.24K
|
4.64K
$413K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-15- 3.49% |
$1.13K - $1.24K
|
415
$36.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-15- 0.58% |
$1.13K - $1.24K
|
2.56K
$227K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-16- 0.63% |
$1.2K - $1.33K
|
2.54K
$226K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18- 1.17% |
$1.35K - $1.49K
|
1.52K
$135K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-19- 0.17% |
$1.43K - $1.57K
|
11K
$979K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-20- 1.57% |
$1.5K - $1.66K
|
1.26K
$112K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-22- 0.48% |
$1.65K - $1.82K
|
4.6K
$410K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-23- 12.92% |
$1.73K - $1.91K
|
155
$13.8K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-25- 2.5% |
$1.88K - $2.07K
|
977
$87K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-25- 23.15% |
$1.88K - $2.07K
|
83
$7.39K
|