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 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-25- 0.11% |
$1.88K - $2.07K
|
21.9K
$1.82M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-30- 1.02% |
$2.25K - $2.49K
|
2.92K
$243K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-30- 1.36% |
$2.25K - $2.49K
|
2.18K
$182K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-34- 3.29% |
$2.55K - $2.82K
|
1K
$83.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-34- 2.42% |
$2.55K - $2.82K
|
1.37K
$114K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-35- 0.37% |
$2.63K - $2.9K
|
9.46K
$788K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-38- 1.09% |
$2.85K - $3.15K
|
3.46K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38- 0.88% |
$2.85K - $3.15K
|
4.29K
$357K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-46- 1.17% |
$3.45K - $3.81K
|
3.88K
$323K
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-50- 1.66% |
$3.75K - $4.14K
|
2.96K
$247K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-53- 0.79% |
$3.98K - $4.39K
|
6.68K
$557K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-54- 0.2% |
$4.05K - $4.47K
|
26.7K
$2.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-59- 0.4% |
$4.43K - $4.89K
|
14.8K
$1.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-61- 0.59% |
$4.58K - $5.06K
|
10.3K
$861K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-65- 16.17% |
$4.88K - $5.39K
|
337
$28.1K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-66- 1.67% |
$4.95K - $5.47K
|
3.89K
$324K
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-68- 1.89% |
$5.1K - $5.64K
|
3.54K
$295K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-71- 0.29% |
$5.33K - $5.88K
|
24.1K
$2.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-72- 0.23% |
$5.4K - $5.97K
|
31.7K
$2.64M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-73- 1.67% |
$5.48K - $6.05K
|
4.29K
$358K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-74- 3.18% |
$5.55K - $6.13K
|
2.25K
$188K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-74- 7.89% |
$5.55K - $6.13K
|
864
$72K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-74- 0.44% |
$5.55K - $6.13K
|
16.9K
$1.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-75- 2.77% |
$5.63K - $6.22K
|
2.63K
$219K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-78- 4.29% |
$5.85K - $6.46K
|
1.74K
$145K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-80- 2.45% |
$6K - $6.63K
|
3.18K
$265K
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-83- 1.47% |
$6.23K - $6.88K
|
5.55K
$462K
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-88- 0.49% |
$6.6K - $7.29K
|
17.8K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-95- 1.95% |
$7.13K - $7.87K
|
4.79K
$399K
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-98- 0.28% |
$7.35K - $8.12K
|
34.3K
$2.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 3.94% |
$7.5K - $8.29K
|
2.44K
$203K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-100- 3.94% |
$7.5K - $8.29K
|
2.44K
$203K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-100- 2.41% |
$7.5K - $8.29K
|
4.06K
$338K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-105- 2.38% |
$7.88K - $8.7K
|
4.31K
$359K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-105- 2.38% |
$7.88K - $8.7K
|
4.31K
$359K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-116- 0.42% |
$8.7K - $9.61K
|
27.3K
$2.28M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-119- 13.58% |
$8.93K - $9.86K
|
757
$63.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-120- 4.65% |
$9K - $9.94K
|
2.46K
$205K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-120- 1.05% |
$9K - $9.94K
|
11.3K
$943K
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-123- 7.24% |
$9.23K - $10.2K
|
1.58K
$131K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-123- 2.39% |
$9.23K - $10.2K
|
5.03K
$419K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-128- 4.8% |
$9.6K - $10.6K
|
2.54K
$211K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-129- 52.23% |
$9.68K - $10.7K
|
118
$9.83K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-134- 6.15% |
$10.1K - $11.1K
|
2.04K
$170K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-135- 8.84% |
$10.1K - $11.2K
|
1.39K
$116K
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-135- 1.41% |
$10.1K - $11.2K
|
9.47K
$788K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-138- 0.71% |
$10.4K - $11.4K
|
19.3K
$1.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-143- 5.41% |
$10.7K - $11.9K
|
2.5K
$208K
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-146- 11.51% |
$11K - $12.1K
|
1.12K
$93.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-150- 1.93% |
$11.3K - $12.4K
|
7.63K
$635K
|