Purchases and Sales Made in Q3 2022 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
700+ 2.33% |
$47.1K - $57.1K
|
30.8K
$2.81M
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
698+ 3.44% |
$47K - $56.9K
|
21K
$1.92M
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
690+ 9.16% |
$46.5K - $56.2K
|
8.22K
$751K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
627+ 16.62% |
$42.2K - $51.1K
|
4.4K
$402K
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
626+ 2.6% |
$42.1K - $51K
|
24.7K
$2.25M
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
615+ 2.75% |
$41.4K - $50.1K
|
23K
$2.1M
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
600+ 20.69% |
$40.4K - $48.9K
|
3.5K
$319K
|
|
Oct 11, 2022
Q3 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
580+ 10.27% |
$39K - $47.3K
|
6.23K
$568K
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
572+ 14.33% |
$38.5K - $46.6K
|
4.56K
$417K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
550+ 43.27% |
$37K - $44.8K
|
1.82K
$166K
|
|
Oct 11, 2022
Q3 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
531+ 2.14% |
$35.7K - $43.3K
|
25.4K
$2.32M
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
BUY
|
- |
511+ 6.21% |
$34.4K - $41.7K
|
8.74K
$798K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
504New |
$33.9K - $41.1K
|
504
$46K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
502New |
$33.8K - $40.9K
|
502
$45.8K
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
495+ 11.96% |
$33.3K - $40.4K
|
4.63K
$423K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
484+ 1.03% |
$32.6K - $39.5K
|
47.3K
$4.32M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
462+ 1.04% |
$31.1K - $37.7K
|
44.9K
$4.1M
|
|
Nov 14, 2022
Q3 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
455+ 1.79% |
$30.6K - $37.1K
|
25.9K
$2.37M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
453+ 9.86% |
$30.5K - $36.9K
|
5.05K
$461K
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
441+ 5.14% |
$29.7K - $36K
|
9.03K
$824K
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
440+ 9.33% |
$29.6K - $35.9K
|
5.16K
$471K
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
415+ 7.15% |
$27.9K - $33.8K
|
6.22K
$568K
|
|
Nov 14, 2022
Q3 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
400+ 6.82% |
$26.9K - $32.6K
|
6.27K
$572K
|
|
Nov 14, 2022
Q3 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
386+ 0.25% |
$26K - $31.5K
|
153K
$14M
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
370+ 7.13% |
$24.9K - $30.2K
|
5.56K
$507K
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
364+ 3.88% |
$24.5K - $29.7K
|
9.74K
$889K
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
349+ 6.14% |
$23.5K - $28.5K
|
6.04K
$551K
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
346+ 2.51% |
$23.3K - $28.2K
|
14.1K
$1.29M
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
345+ 215.63% |
$23.2K - $28.1K
|
505
$46.1K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
339+ 3390.0% |
$22.8K - $27.6K
|
349
$31.9K
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
328+ 6.14% |
$22.1K - $26.7K
|
5.67K
$517K
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
309+ 6.27% |
$20.8K - $25.2K
|
5.24K
$478K
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
300+ 10.24% |
$20.2K - $24.5K
|
3.23K
$295K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
300New |
$20.2K - $24.5K
|
300
$27.4K
|
|
Nov 14, 2022
Q3 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
285+ 1.24% |
$19.2K - $23.2K
|
23.3K
$2.13M
|
|
Oct 05, 2022
Q3 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
278+ 0.59% |
$18.7K - $22.7K
|
47.6K
$4.34M
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
275New |
$18.5K - $22.4K
|
275
$25.1K
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
270+ 9.24% |
$18.2K - $22K
|
3.19K
$291K
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
265+ 0.22% |
$17.8K - $21.6K
|
119K
$10.8M
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
217+ 2.14% |
$14.6K - $17.7K
|
10.3K
$944K
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
217+ 14.02% |
$14.6K - $17.7K
|
1.77K
$161K
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
214+ 10.33% |
$14.4K - $17.4K
|
2.29K
$209K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
213New |
$14.3K - $17.4K
|
213
$19.4K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
200+ 4.21% |
$13.5K - $16.3K
|
4.95K
$452K
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
198+ 2.45% |
$13.3K - $16.1K
|
8.27K
$754K
|
|
Oct 07, 2022
Q3 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
193+ 4.16% |
$13K - $15.7K
|
4.83K
$441K
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
172+ 0.48% |
$11.6K - $14K
|
36K
$3.28M
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
162+ 3.28% |
$10.9K - $13.2K
|
5.1K
$465K
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
152+ 0.89% |
$10.2K - $12.4K
|
17.2K
$1.57M
|
|
Nov 14, 2022
Q3 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
152+ 0.4% |
$10.2K - $12.4K
|
37.7K
$3.44M
|