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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
151New |
$10.2K - $12.3K
|
151
$13.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
150+ 3.59% |
$10.1K - $12.2K
|
4.33K
$395K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
138+ 2.57% |
$9.29K - $11.2K
|
5.51K
$503K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
138+ 2.03% |
$9.29K - $11.2K
|
6.92K
$632K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
136+ 5.33% |
$9.16K - $11.1K
|
2.69K
$245K
|
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
122+ 0.57% |
$8.21K - $9.95K
|
21.5K
$1.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
121+ 1.14% |
$8.15K - $9.86K
|
10.7K
$977K
|
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
120+ 1.09% |
$8.08K - $9.78K
|
11.1K
$1.02M
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
117+ 3.51% |
$7.88K - $9.54K
|
3.45K
$315K
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
93+ 1.43% |
$6.26K - $7.58K
|
6.59K
$602K
|
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
90+ 2.43% |
$6.06K - $7.34K
|
3.8K
$347K
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
86+ 1.25% |
$5.79K - $7.01K
|
6.95K
$634K
|
|
|
Oct 12, 2022
Q3 2022
|
Grassi Investment Management
|
BUY
|
- |
85+ 0.69% |
$5.72K - $6.93K
|
12.5K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
80New |
$5.39K - $6.52K
|
80
$7.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
70+ 3.27% |
$4.71K - $5.71K
|
2.21K
$202K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
69New |
$4.65K - $5.62K
|
69
$6.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
64New |
$4.31K - $5.22K
|
64
$5.84K
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
58+ 0.17% |
$3.9K - $4.73K
|
33.2K
$3.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
45+ 2.89% |
$3.03K - $3.67K
|
1.6K
$146K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
44+ 0.85% |
$2.96K - $3.59K
|
5.24K
$479K
|
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
44+ 0.14% |
$2.96K - $3.59K
|
32.3K
$2.95M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
41+ 0.76% |
$2.76K - $3.34K
|
5.42K
$495K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40+ 0.52% |
$2.69K - $3.26K
|
7.79K
$711K
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
BUY
|
- |
40+ 1.03% |
$2.69K - $3.26K
|
3.93K
$359K
|
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
40New |
$2.69K - $3.26K
|
40
$3.65K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
34New |
$2.29K - $2.77K
|
34
$3.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
34+ 0.52% |
$2.29K - $2.77K
|
6.58K
$600K
|
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
BUY
|
- |
33+ 0.35% |
$2.22K - $2.69K
|
9.44K
$862K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
32+ 0.12% |
$2.15K - $2.61K
|
27.2K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
28+ 32.56% |
$1.88K - $2.28K
|
114
$10.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
23+ 1.29% |
$1.55K - $1.87K
|
1.8K
$165K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
21New |
$1.41K - $1.71K
|
21
$1.92K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
13+ 0.38% |
$875 - $1.06K
|
3.45K
$315K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 48.0% |
$808 - $978
|
37
$3.38K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
11+ 1.83% |
$741 - $897
|
613
$56K
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
11+ 0.15% |
$741 - $897
|
7.54K
$688K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
11+ 0.04% |
$741 - $897
|
28.9K
$2.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
10+ 0.55% |
$673 - $815
|
1.82K
$166K
|
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
10+ 0.04% |
$673 - $815
|
27.2K
$2.49M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 0.34% |
$606 - $734
|
2.63K
$240K
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
7+ 1.6% |
$471 - $571
|
445
$40.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
6+ 0.51% |
$404 - $489
|
1.18K
$108K
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.47% |
$337 - $408
|
1.06K
$97K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 8.51% |
$269 - $326
|
51
$4.66K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.5% |
$269 - $326
|
801
$73.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
3New |
$202 - $245
|
3
$274
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.38% |
$135 - $163
|
528
$48.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2+ 0.07% |
$135 - $163
|
2.95K
$269K
|
|
|
Oct 21, 2022
Q3 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$67.3 - $81.5
|
3.99K
$364K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.56% |
$67.3 - $81.5
|
180
$16.4K
|