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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-150- 3.34% |
$11.3K - $12.4K
|
4.35K
$362K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-153- 2.94% |
$11.5K - $12.7K
|
5.05K
$421K
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-156- 2.31% |
$11.7K - $12.9K
|
6.6K
$549K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-158- 58.09% |
$11.9K - $13.1K
|
114
$9.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-182- 5.09% |
$13.7K - $15.1K
|
3.39K
$283K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-184- 2.19% |
$13.8K - $15.2K
|
8.21K
$684K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-186- 4.99% |
$14K - $15.4K
|
3.54K
$295K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-187- 6.78% |
$14K - $15.5K
|
2.57K
$214K
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-192- 1.06% |
$14.4K - $15.9K
|
17.9K
$1.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-200- 2.5% |
$15K - $16.6K
|
7.82K
$651K
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-200- 14.5% |
$15K - $16.6K
|
1.18K
$98.2K
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 54.35% |
$15K - $16.6K
|
168
$14K
|
|
|
Aug 04, 2023
Q2 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-204- 0.55% |
$15.3K - $16.9K
|
37.2K
$3.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-205- 9.49% |
$15.4K - $17K
|
1.96K
$163K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-205- 4.22% |
$15.4K - $17K
|
4.65K
$387K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-206- 9.5% |
$15.5K - $17.1K
|
1.96K
$164K
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-209- 4.62% |
$15.7K - $17.3K
|
4.31K
$359K
|
|
|
Jul 28, 2023
Q2 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-239- 2.63% |
$17.9K - $19.8K
|
8.85K
$737K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-247- 4.0% |
$18.5K - $20.5K
|
5.93K
$494K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-255- 6.25% |
$19.1K - $21.1K
|
3.83K
$319K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-255- 6.49% |
$19.1K - $21.1K
|
3.67K
$306K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-260- 41.47% |
$19.5K - $21.5K
|
367
$30.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-267- 0.97% |
$20K - $22.1K
|
27.3K
$2.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-277- 2.53% |
$20.8K - $23K
|
10.7K
$889K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-285- 6.24% |
$21.4K - $23.6K
|
4.28K
$357K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-286- 0.33% |
$21.5K - $23.7K
|
87K
$7.25M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-290- 9.56% |
$21.8K - $24K
|
2.74K
$228K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-296- 8.17% |
$22.2K - $24.5K
|
3.33K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-296- 17.27% |
$22.2K - $24.5K
|
1.42K
$118K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-300- 2.05% |
$22.5K - $24.9K
|
14.3K
$1.19M
|
|
|
Oct 10, 2024
Q2 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-302- 0.91% |
$22.7K - $25K
|
32.9K
$2.74M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-302- 4.04% |
$22.7K - $25K
|
7.18K
$598K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-313- 4.37% |
$23.5K - $25.9K
|
6.86K
$571K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-319- 2.73% |
$23.9K - $26.4K
|
11.3K
$945K
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-320- 6.96% |
$24K - $26.5K
|
4.28K
$357K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-338- 0.53% |
$25.4K - $28K
|
63.1K
$5.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-350- 10.84% |
$26.3K - $29K
|
2.88K
$240K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-353- 6.19% |
$26.5K - $29.3K
|
5.35K
$446K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-363- 1.09% |
$27.2K - $30.1K
|
33K
$2.75M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-365- 73.59% |
$27.4K - $30.2K
|
131
$10.9K
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-370- 4.31% |
$27.8K - $30.7K
|
8.21K
$684K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-376- 34.15% |
$28.2K - $31.2K
|
725
$60.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-390- 2.2% |
$29.3K - $32.3K
|
17.3K
$1.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-392- 5.84% |
$29.4K - $32.5K
|
6.32K
$527K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-395- 9.85% |
$29.6K - $32.7K
|
3.62K
$301K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-400- 1.96% |
$30K - $33.1K
|
20.1K
$1.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-402- 1.2% |
$30.2K - $33.3K
|
33K
$2.75M
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-407- 1.39% |
$30.5K - $33.7K
|
28.8K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-429- 3.2% |
$32.2K - $35.6K
|
13K
$1.08M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-439- 62.8% |
$32.9K - $36.4K
|
260
$21.7K
|