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
|
Regions Financial Corp
|
SELL
|
- |
-445- 12.43% |
$33.4K - $36.9K
|
3.14K
$279K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-451- 2.98% |
$33.8K - $37.4K
|
14.7K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-462- 8.73% |
$34.7K - $38.3K
|
4.83K
$430K
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-464- 11.57% |
$34.8K - $38.5K
|
3.55K
$316K
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-491- 0.96% |
$36.8K - $40.7K
|
50.8K
$4.52M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-496- 14.88% |
$37.2K - $41.1K
|
2.84K
$253K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-530- 5.65% |
$39.8K - $43.9K
|
8.86K
$788K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-554- 10.67% |
$41.6K - $45.9K
|
4.64K
$413K
|
|
|
Jul 11, 2023
Q2 2023
|
Grassi Investment Management
|
SELL
|
- |
-566- 4.77% |
$42.5K - $46.9K
|
11.3K
$1.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-593- 39.59% |
$44.5K - $49.1K
|
905
$80.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-595- 8.39% |
$44.6K - $49.3K
|
6.49K
$578K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-596- 5.74% |
$44.7K - $49.4K
|
9.78K
$870K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-602- 5.74% |
$45.2K - $49.9K
|
9.89K
$880K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-607- 16.74% |
$45.5K - $50.3K
|
3.02K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-621- 11.39% |
$46.6K - $51.5K
|
4.83K
$430K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-623- 18.78% |
$46.7K - $51.6K
|
2.7K
$240K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-625- 3.16% |
$46.9K - $51.8K
|
19.2K
$1.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-635- 44.97% |
$47.6K - $52.6K
|
777
$69.2K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-652- 12.89% |
$48.9K - $54K
|
4.41K
$392K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-657- 17.63% |
$49.3K - $54.4K
|
3.07K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-668- 11.59% |
$50.1K - $55.4K
|
5.1K
$454K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-676- 22.03% |
$50.7K - $56K
|
2.39K
$213K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-680- 23.02% |
$51K - $56.4K
|
2.27K
$202K
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-681- 0.7% |
$51.1K - $56.4K
|
97K
$8.63M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-683- 5.7% |
$51.2K - $56.6K
|
11.3K
$1.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-706- 46.05% |
$53K - $58.5K
|
827
$73.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-721- 0.61% |
$54.1K - $59.7K
|
118K
$10.5M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-746- 47.43% |
$56K - $61.8K
|
827
$73.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-780- 9.27% |
$58.5K - $64.6K
|
7.63K
$679K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-789- 3.14% |
$59.2K - $65.4K
|
24.4K
$2.17M
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-798- 2.31% |
$59.9K - $66.1K
|
33.8K
$3.01M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-816- 1.39% |
$61.2K - $67.6K
|
58K
$5.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-829- 24.77% |
$62.2K - $68.7K
|
2.52K
$224K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-830- 15.57% |
$62.3K - $68.8K
|
4.5K
$401K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-830- 9.09% |
$62.3K - $68.8K
|
8.3K
$739K
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-858- 3.0% |
$64.4K - $71.1K
|
27.7K
$2.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-859- 7.67% |
$64.4K - $71.2K
|
10.3K
$920K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-862- 20.49% |
$64.7K - $71.4K
|
3.35K
$298K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-911- 11.55% |
$68.3K - $75.5K
|
6.98K
$621K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-915- 3.66% |
$68.6K - $75.8K
|
24.1K
$2.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-920- 6.5% |
$69K - $76.2K
|
13.2K
$1.18M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-934- 31.07% |
$70.1K - $77.4K
|
2.07K
$184K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-989- 74.19% |
$74.2K - $82K
|
344
$30.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-999- 5.85% |
$74.9K - $82.8K
|
16.1K
$1.43M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.03K- 26.24% |
$77.3K - $85.4K
|
2.9K
$258K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.03K- 13.22% |
$77.4K - $85.5K
|
6.78K
$603K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.04K- 16.27% |
$77.9K - $86K
|
5.34K
$475K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-1.05K- 1.86% |
$78.8K - $87.1K
|
55.6K
$4.95M
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-1.08K- 27.52% |
$81.2K - $89.7K
|
2.85K
$254K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.1K- 12.32% |
$82.3K - $90.9K
|
7.81K
$695K
|