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 06, 2022
Q3 2022
|
Founders Capital Management
|
BUY
|
- |
1+ 0.49% |
$67.3 - $81.5
|
206
$18.8K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 0.15% |
$67.3 - $81.5
|
666
$60.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1- 0.05% |
$67.3 - $81.5
|
1.87K
$171K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3- 11.11% |
$202 - $245
|
24
$2.19K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-3- 0.46% |
$202 - $245
|
651
$59.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-4- 1.9% |
$269 - $326
|
207
$18.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4- 2.72% |
$269 - $326
|
143
$13.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6- 2.16% |
$404 - $489
|
272
$24.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-11- 0.13% |
$741 - $897
|
8.19K
$747K
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-12- 0.22% |
$808 - $978
|
5.48K
$500K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-12- 3.08% |
$808 - $978
|
378
$34.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-12- 8.11% |
$808 - $978
|
136
$12.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-15- 0.43% |
$1.01K - $1.22K
|
3.45K
$315K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-20- 4.33% |
$1.35K - $1.63K
|
442
$40.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-20- 3.88% |
$1.35K - $1.63K
|
496
$45.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-24- 0.72% |
$1.62K - $1.96K
|
3.3K
$302K
|
|
|
Sep 18, 2023
Q3 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-24- 0.13% |
$1.62K - $1.96K
|
18.3K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-28- 21.05% |
$1.88K - $2.28K
|
105
$9.58K
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-30- 0.74% |
$2.02K - $2.45K
|
4.02K
$366K
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-33- 20.63% |
$2.22K - $2.69K
|
127
$11.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-35- 0.14% |
$2.36K - $2.85K
|
24.9K
$2.27M
|
|
|
Nov 02, 2022
Q3 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-35- 0.26% |
$2.36K - $2.85K
|
13.5K
$1.24M
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-40- 12.05% |
$2.69K - $3.26K
|
292
$26.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-40- 0.96% |
$2.69K - $3.26K
|
4.12K
$376K
|
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-43- 18.07% |
$2.89K - $3.51K
|
195
$17.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-44- 2.82% |
$2.96K - $3.59K
|
1.52K
$139K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-46- 0.18% |
$3.1K - $3.75K
|
25.3K
$2.31M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-47- 1.36% |
$3.16K - $3.83K
|
3.42K
$312K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-47- 1.56% |
$3.16K - $3.83K
|
2.97K
$271K
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-50- 1.13% |
$3.37K - $4.08K
|
4.37K
$399K
|
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-50- 10.12% |
$3.37K - $4.08K
|
444
$40.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-53- 54.08% |
$3.57K - $4.32K
|
45
$4.11K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-57- 1.74% |
$3.84K - $4.65K
|
3.21K
$293K
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-59- 2.02% |
$3.97K - $4.81K
|
2.86K
$261K
|
|
|
Nov 09, 2022
Q3 2022
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-59- 6.56% |
$3.97K - $4.81K
|
841
$76.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-62- 0.32% |
$4.17K - $5.05K
|
19.1K
$1.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-73- 0.58% |
$4.91K - $5.95K
|
12.4K
$1.14M
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-81- 1.14% |
$5.45K - $6.6K
|
7.02K
$641K
|
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-84- 1.5% |
$5.65K - $6.85K
|
5.52K
$504K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-85- 0.58% |
$5.72K - $6.93K
|
14.6K
$1.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-85- 0.85% |
$5.72K - $6.93K
|
9.87K
$901K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-87- 0.62% |
$5.86K - $7.09K
|
13.9K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-89- 0.11% |
$5.99K - $7.26K
|
79.7K
$7.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-92- 1.71% |
$6.19K - $7.5K
|
5.3K
$484K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-97- 18.98% |
$6.53K - $7.91K
|
414
$37.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-97- 0.34% |
$6.53K - $7.91K
|
28.4K
$2.59M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-99- 0.61% |
$6.66K - $8.07K
|
16K
$1.46M
|
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-100- 0.48% |
$6.73K - $8.15K
|
20.6K
$1.88M
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-100- 10.64% |
$6.73K - $8.15K
|
840
$76.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-100Closed |
$6.73K - $8.15K
|
0
$0
|