Purchases and Sales Made in Q3 2023 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-418- 2.26% |
$32.5K - $35.8K
|
18.1K
$1.61M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-421- 12.66% |
$32.8K - $36.1K
|
2.9K
$258K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-431- 6.36% |
$33.5K - $36.9K
|
6.34K
$565K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-432- 88.71% |
$33.6K - $37K
|
55
$4.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-438- 2.45% |
$34.1K - $37.5K
|
17.4K
$1.55M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-465- 2.32% |
$36.2K - $39.9K
|
19.6K
$1.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-467- 7.82% |
$36.4K - $40K
|
5.5K
$490K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-494- 7.64% |
$38.5K - $42.3K
|
5.98K
$532K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-495- 3.05% |
$38.5K - $42.4K
|
15.8K
$1.4M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-500- 9.43% |
$38.9K - $42.9K
|
4.8K
$428K
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-505- 12.45% |
$39.3K - $43.3K
|
3.55K
$316K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-508- 1.86% |
$39.5K - $43.5K
|
26.8K
$2.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-508- 6.84% |
$39.5K - $43.5K
|
6.92K
$616K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-519- 4.57% |
$40.4K - $44.5K
|
10.8K
$964K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-528- 24.21% |
$41.1K - $45.3K
|
1.65K
$147K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-539- 16.3% |
$42K - $46.2K
|
2.77K
$246K
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-564- 2.95% |
$43.9K - $48.3K
|
18.5K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-575- 10.93% |
$44.8K - $49.3K
|
4.69K
$417K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-604- 8.14% |
$47K - $51.8K
|
6.81K
$606K
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-608- 10.96% |
$47.3K - $52.1K
|
4.94K
$439K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-611- 7.17% |
$47.6K - $52.4K
|
7.91K
$704K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-617- 1.43% |
$48K - $52.9K
|
42.6K
$3.79M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-627- 0.72% |
$48.8K - $53.7K
|
86.4K
$7.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-648- 1.97% |
$50.4K - $55.5K
|
32.3K
$2.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-650- 36.91% |
$50.6K - $55.7K
|
1.11K
$98.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-661- 8.67% |
$51.5K - $56.7K
|
6.97K
$620K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-667- 6.65% |
$51.9K - $57.2K
|
9.36K
$833K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-668- 20.63% |
$52K - $57.3K
|
2.57K
$229K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-695- 15.77% |
$54.1K - $59.6K
|
3.71K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-759- 5.86% |
$59.1K - $65.1K
|
12.2K
$1.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-765- 3.14% |
$59.5K - $65.6K
|
23.6K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-770- 5.82% |
$59.9K - $66K
|
12.5K
$1.11M
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-772- 1.14% |
$60.1K - $66.2K
|
66.9K
$5.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-778- 2.2% |
$60.6K - $66.7K
|
34.7K
$3.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-782- 18.39% |
$60.9K - $67K
|
3.47K
$309K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-801- 16.68% |
$62.3K - $68.7K
|
4K
$356K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-804- 27.79% |
$62.6K - $68.9K
|
2.09K
$186K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-833- 70.47% |
$64.8K - $71.4K
|
349
$31.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-868- 5.23% |
$67.6K - $74.4K
|
15.7K
$1.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-871- 0.9% |
$67.8K - $74.7K
|
96.1K
$8.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-875- 3.82% |
$68.1K - $75K
|
22.1K
$1.96M
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-876- 2.55% |
$68.2K - $75.1K
|
33.4K
$2.97M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-882- 5.22% |
$68.7K - $75.6K
|
16K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-889- 43.56% |
$69.2K - $76.2K
|
1.15K
$103K
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-900- 0.75% |
$70.1K - $77.1K
|
119K
$10.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-915- 1.39% |
$71.2K - $78.4K
|
64.8K
$5.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-960- 4.49% |
$74.7K - $82.3K
|
20.4K
$1.82M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1K- 8.24% |
$77.8K - $85.7K
|
11.1K
$992K
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-1.03K- 11.19% |
$80.5K - $88.6K
|
8.21K
$731K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.05K- 1.5% |
$81.9K - $90.2K
|
69.1K
$6.15M
|