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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.1K- 7.48% |
$85.5K - $94.2K
|
13.6K
$1.13M
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.16K- 13.36% |
$89.9K - $99K
|
7.49K
$624K
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.17K- 25.44% |
$90.7K - $99.9K
|
3.42K
$284K
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.2K- 12.18% |
$93.7K - $103K
|
8.68K
$723K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.27K- 8.49% |
$98.7K - $109K
|
13.7K
$1.14M
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-1.29K- 0.26% |
$100K - $111K
|
499K
$41.5M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.3K- 18.62% |
$101K - $111K
|
5.68K
$473K
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.31K- 28.3% |
$102K - $113K
|
3.33K
$277K
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.35K- 7.05% |
$105K - $116K
|
17.8K
$1.48M
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.36K- 1.26% |
$106K - $116K
|
107K
$8.88M
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.42K- 20.75% |
$111K - $122K
|
5.43K
$453K
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.47K- 25.22% |
$115K - $126K
|
4.37K
$364K
|
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.55K- 26.59% |
$121K - $133K
|
4.28K
$356K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.59K- 1.64% |
$123K - $136K
|
95.3K
$7.94M
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.6K- 37.24% |
$124K - $137K
|
2.69K
$224K
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-1.71K- 5.86% |
$133K - $147K
|
27.5K
$2.29M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.72K- 1.06% |
$134K - $147K
|
161K
$13.4M
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-1.9K- 65.97% |
$148K - $163K
|
980
$81.6K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.92K- 8.5% |
$149K - $164K
|
20.7K
$1.72M
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.93K- 36.99% |
$150K - $165K
|
3.29K
$274K
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.07K- 26.11% |
$161K - $177K
|
5.86K
$488K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.14K- 4.68% |
$166K - $183K
|
43.6K
$3.63M
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-2.17K- 42.26% |
$169K - $186K
|
2.97K
$247K
|
|
Nov 14, 2023
Q3 2023
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-2.2K- 2.32% |
$171K - $189K
|
92.5K
$7.71M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.46K- 10.21% |
$192K - $211K
|
21.6K
$1.8M
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.46K- 48.02% |
$192K - $211K
|
2.67K
$222K
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.65K- 49.65% |
$206K - $227K
|
2.69K
$224K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.74K- 1.89% |
$213K - $234K
|
142K
$11.8M
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.86K- 8.98% |
$223K - $245K
|
29K
$2.41M
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.92K- 4.38% |
$228K - $251K
|
63.8K
$5.31M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.1K- 7.91% |
$241K - $266K
|
36.1K
$3M
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-3.14K- 24.28% |
$244K - $269K
|
9.78K
$815K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-3.27K- 3.75% |
$255K - $280K
|
83.9K
$6.99M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.36K- 19.68% |
$261K - $288K
|
13.7K
$1.14M
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.5K- 84.41% |
$273K - $300K
|
647
$53.9K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.7K- 1.34% |
$288K - $317K
|
271K
$22.6M
|
|
Nov 13, 2023
Q3 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-3.79K- 0.77% |
$295K - $325K
|
486K
$40.5M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.89K- 8.91% |
$303K - $333K
|
39.8K
$3.31M
|
|
Nov 14, 2023
Q3 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-4.34K- 13.6% |
$338K - $372K
|
27.6K
$2.3M
|
|
Oct 30, 2023
Q3 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-4.49K- 3.87% |
$350K - $385K
|
112K
$9.3M
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-4.74K- 41.68% |
$369K - $406K
|
6.63K
$552K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.06K- 14.62% |
$394K - $433K
|
29.5K
$2.46M
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-5.13K- 7.09% |
$399K - $440K
|
67.2K
$5.6M
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5.32K- 11.25% |
$414K - $456K
|
42K
$3.49M
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-6.01K- 28.4% |
$468K - $515K
|
15.1K
$1.26M
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.09K- 36.92% |
$474K - $522K
|
10.4K
$866K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-6.09K- 3.73% |
$474K - $522K
|
157K
$13.1M
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-6.09K- 37.85% |
$474K - $522K
|
10K
$833K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.31K- 19.53% |
$491K - $541K
|
26K
$2.16M
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.31K- 9.96% |
$491K - $541K
|
57.1K
$4.75M
|