Purchases and Sales Made in Q3 2023 in Select Sector Spdr Fd Material (XLB)

XLB Quotes by TradingView

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 25, 2023 Q3 2023
Means Investment Co., Inc.

BUY
 -
2.16K
+ 85.11%
$168K - $185K
4.7K $392K
Oct 20, 2023 Q3 2023
Bfsg, LLC

BUY
 -
2.14K
+ 20.39%
$166K - $183K
12.6K $1.05M
Nov 01, 2023 Q3 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
2.1K
+ 23.63%
$163K - $180K
11K $913K
Mar 29, 2024 Q3 2023
Kapitalo Investimentos Ltda

Sao Paulo, D5
BUY
 -
1.97K
New
$153K - $169K
1.97K $164K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
1.87K
New
$145K - $160K
1.87K $156K
Oct 31, 2023 Q3 2023
Transcend Capital Advisors, LLC

BUY
 -
1.66K
+ 22.09%
$129K - $142K
9.15K $762K
Nov 02, 2023 Q3 2023
Novare Capital Management LLC

BUY
 -
1.65K
+ 2.64%
$129K - $142K
64.2K $5.35M
Oct 30, 2023 Q3 2023
Joseph P. Lucia & Associates, LLC

BUY
 -
1.65K
+ 16.44%
$128K - $141K
11.7K $973K
Oct 19, 2023 Q3 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
1.63K
+ 9.39%
$127K - $139K
19K $1.58M
Dec 14, 2023 Q3 2023
One River Asset Management, LLC

Stamford, CT
BUY
 -
1.58K
New
$123K - $136K
1.58K $132K
Oct 13, 2023 Q3 2023
Cmh Wealth Management LLC

BUY
 -
1.46K
+ 2.37%
$114K - $125K
63K $5.25M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
1.38K
+ 23.34%
$108K - $119K
7.31K $609K
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.35K
+ 24.87%
$105K - $115K
6.75K $563K
Nov 14, 2023 Q3 2023
Rogco, LP

Claremore, OK
BUY
 -
1.31K
New
$102K - $112K
1.31K $109K
Aug 29, 2024 Q3 2023
University Of Texas

BUY
 -
1.24K
New
$96.7K - $106K
1.24K $103K
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
1.23K
+ 21.07%
$95.8K - $106K
7.07K $589K
Nov 01, 2023 Q3 2023
Krilogy Financial LLC

BUY
 -
1.2K
+ 3.71%
$93.7K - $103K
33.7K $2.81M
Oct 23, 2023 Q3 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
1.2K
+ 40.21%
$93K - $102K
4.17K $347K
Nov 13, 2023 Q3 2023
Fiduciary Group LLC

Savannah, GA
BUY
 -
1.17K
+ 18.13%
$90.7K - $99.9K
7.59K $632K
Oct 18, 2023 Q3 2023
Kessler Investment Group, LLC

BUY
 -
1.16K
+ 27.82%
$90.5K - $99.6K
5.34K $445K
Oct 26, 2023 Q3 2023
High Note Wealth, LLC

Deephaven, MN
BUY
 -
1.16K
+ 4.02%
$90.1K - $99.3K
29.9K $2.49M
Oct 11, 2023 Q3 2023
Perkins Coie Trust CO

BUY
 -
1.14K
New
$88.4K - $97.4K
1.14K $94.6K
Oct 16, 2023 Q3 2023
Essex LLC

BUY
 -
1.1K
+ 11.51%
$85.9K - $94.6K
10.7K $891K
Oct 30, 2023 Q3 2023
Orca Investment Management, LLC

BUY
 -
1.1K
+ 12.46%
$85.8K - $94.5K
9.95K $829K
Nov 06, 2023 Q3 2023
E Rn Financial, LLC

BUY
 -
1.07K
+ 13.67%
$83.5K - $92K
8.92K $743K
Oct 19, 2023 Q3 2023
Sterling Investment Counsel, LLC

BUY
 -
1.07K
+ 24.72%
$83.1K - $91.5K
5.38K $448K
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
1.05K
+ 16.88%
$81.4K - $89.7K
7.24K $603K
Nov 14, 2023 Q3 2023
Alphadyne Asset Management LP

New York, NY
BUY
 -
1.03K
+ 24.59%
$79.8K - $87.9K
5.19K $433K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.02K
+ 72.14%
$79.6K - $87.7K
2.44K $203K
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
1.02K
+ 85.36%
$79.4K - $87.4K
2.22K $185K
Oct 19, 2023 Q3 2023
Trust CO Of Virginia

BUY
 -
933
+ 0.79%
$72.6K - $80K
119K $9.92M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
850
+ 21.86%
$66.2K - $72.9K
4.74K $395K
Nov 01, 2023 Q3 2023
Stonehage Fleming Financial Services Holdings LTD

BUY
 -
840
+ 39.34%
$65.4K - $72K
2.98K $248K
Nov 14, 2023 Q3 2023
Sharper & Granite LLC

El Segundo, CA
BUY
 -
835
+ 6.41%
$65K - $71.6K
13.9K $1.15M
Nov 15, 2023 Q3 2023
Obsidian Personal Planning Solutions LLC

BUY
 -
829
+ 3.26%
$64.5K - $71.1K
26.3K $2.19M
Nov 08, 2023 Q3 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
788
+ 27.22%
$61.3K - $67.5K
3.68K $307K
Nov 13, 2023 Q3 2023
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
786
+ 0.92%
$61.2K - $67.4K
86.5K $7.2M
Nov 14, 2023 Q3 2023
Nelson Capital Management, LLC

BUY
 -
782
+ 7.57%
$60.9K - $67K
11.1K $926K
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
779
+ 10.21%
$60.6K - $66.8K
8.41K $700K
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
770
+ 9.02%
$59.9K - $66K
9.31K $775K
Oct 04, 2023 Q3 2023
Fulton Bank, N.A.

BUY
 -
750
+ 4.22%
$58.4K - $64.3K
18.5K $1.54M
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
727
+ 4.22%
$56.6K - $62.3K
18K $1.5M
Nov 13, 2023 Q3 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
723
+ 4.87%
$56.3K - $62K
15.6K $1.3M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
697
+ 125.36%
$54.3K - $59.7K
1.25K $104K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
656
New
$51.1K - $56.2K
656 $54.6K
Oct 17, 2023 Q3 2023
Founders Financial Securities LLC

BUY
 -
655
+ 11.06%
$51K - $56.1K
6.58K $548K
Nov 15, 2023 Q3 2023
Wilson & Boucher Capital Management, LLC

BUY
 -
650
+ 3.75%
$50.6K - $55.7K
18K $1.5M
Nov 14, 2023 Q3 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
649
+ 11.17%
$50.5K - $55.6K
6.46K $538K
Oct 27, 2023 Q3 2023
Hudson Valley Investment Advisors Inc

BUY
 -
642
+ 9.01%
$50K - $55K
7.77K $647K

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