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 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-435- 24.26% |
$29.3K - $35.5K
|
1.36K
$124K
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-436- 11.3% |
$29.4K - $35.5K
|
3.42K
$313K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-442- 3.82% |
$29.8K - $36K
|
11.1K
$1.02M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-475- 9.44% |
$32K - $38.7K
|
4.56K
$416K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-484- 1.37% |
$32.6K - $39.5K
|
34.9K
$3.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-489- 7.07% |
$32.9K - $39.9K
|
6.42K
$586K
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-495- 13.44% |
$33.3K - $40.4K
|
3.19K
$291K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-498- 4.66% |
$33.5K - $40.6K
|
10.2K
$929K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-506- 5.45% |
$34.1K - $41.2K
|
8.78K
$802K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-517- 8.03% |
$34.8K - $42.1K
|
5.93K
$541K
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-529- 11.91% |
$35.6K - $43.1K
|
3.91K
$357K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-530- 3.01% |
$35.7K - $43.2K
|
17.1K
$1.56M
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-549- 3.97% |
$37K - $44.8K
|
13.3K
$1.21M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-599- 6.1% |
$40.3K - $48.8K
|
9.22K
$841K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-620- 13.71% |
$41.7K - $50.5K
|
3.9K
$356K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-625Closed |
$42.1K - $51K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-632- 91.46% |
$42.5K - $51.5K
|
59
$5.39K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-650- 60.8% |
$43.8K - $53K
|
419
$38.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-653- 5.79% |
$44K - $53.2K
|
10.6K
$969K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-691- 8.08% |
$46.5K - $56.3K
|
7.86K
$718K
|
|
|
Oct 26, 2022
Q3 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-692- 6.95% |
$46.6K - $56.4K
|
9.27K
$846K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-699- 10.63% |
$47.1K - $57K
|
5.88K
$536K
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
SELL
|
- |
-706- 2.51% |
$47.5K - $57.6K
|
27.4K
$2.51M
|
|
|
Nov 01, 2022
Q3 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-710- 6.21% |
$47.8K - $57.9K
|
10.7K
$978K
|
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
SELL
|
- |
-717- 4.67% |
$48.3K - $58.4K
|
14.6K
$1.34M
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
SELL
|
- |
-743- 0.2% |
$50K - $60.6K
|
376K
$34.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-765- 3.04% |
$51.5K - $62.4K
|
24.4K
$2.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-789- 7.37% |
$53.1K - $64.3K
|
9.92K
$905K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-789- 5.71% |
$53.1K - $64.3K
|
13K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-796- 5.79% |
$53.6K - $64.9K
|
13K
$1.18M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-848- 88.15% |
$57.1K - $69.1K
|
114
$10.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-850- 33.32% |
$57.2K - $69.3K
|
1.7K
$155K
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-883- 38.18% |
$59.4K - $72K
|
1.43K
$131K
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-901- 3.01% |
$60.7K - $73.4K
|
29K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-907- 6.79% |
$61.1K - $73.9K
|
12.4K
$1.14M
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-911- 0.35% |
$61.3K - $74.3K
|
259K
$23.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-922- 7.39% |
$62.1K - $75.2K
|
11.6K
$1.05M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-952- 11.62% |
$64.1K - $77.6K
|
7.24K
$661K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-956- 2.91% |
$64.4K - $77.9K
|
31.9K
$2.91M
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-1K- 6.58% |
$67.3K - $81.5K
|
14.2K
$1.3M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.01K- 15.15% |
$68.3K - $82.7K
|
5.68K
$519K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.03K- 13.76% |
$69K - $83.6K
|
6.42K
$586K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.04K- 3.2% |
$70.1K - $84.9K
|
31.5K
$2.88M
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.05K- 18.27% |
$70.9K - $85.8K
|
4.71K
$430K
|
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.09K- 15.78% |
$73.6K - $89.1K
|
5.83K
$532K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.13K- 4.28% |
$76K - $92K
|
25.2K
$2.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.13K- 15.4% |
$76.3K - $92.4K
|
6.23K
$569K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.14K- 12.23% |
$76.4K - $92.5K
|
8.14K
$743K
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 21.31% |
$78.4K - $95K
|
4.3K
$393K
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.27K- 6.57% |
$85.5K - $104K
|
18.1K
$1.65M
|