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 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
640+ 14.85% |
$49.8K - $54.9K
|
4.95K
$412K
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
601+ 9.82% |
$46.8K - $51.5K
|
6.72K
$560K
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
577+ 5.06% |
$44.9K - $49.5K
|
12K
$998K
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
563+ 3.09% |
$43.8K - $48.3K
|
18.8K
$1.57M
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
563+ 4.92% |
$43.8K - $48.3K
|
12K
$1M
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
562+ 3.73% |
$43.7K - $48.2K
|
15.6K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
561New |
$43.7K - $48.1K
|
561
$46.7K
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
548+ 6.45% |
$42.7K - $47K
|
9.05K
$754K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
531+ 8.18% |
$41.3K - $45.5K
|
7.03K
$585K
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
518+ 11.77% |
$40.3K - $44.4K
|
4.92K
$410K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
517+ 2.07% |
$40.2K - $44.3K
|
25.5K
$2.12M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
500+ 5.74% |
$38.9K - $42.9K
|
9.21K
$767K
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
498+ 13.39% |
$38.8K - $42.7K
|
4.22K
$351K
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
489+ 1.26% |
$38.1K - $41.9K
|
39.3K
$3.27M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
484+ 3.23% |
$37.7K - $41.5K
|
15.5K
$1.29M
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
477+ 1.18% |
$37.1K - $40.9K
|
41K
$3.41M
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
472+ 6.05% |
$36.7K - $40.5K
|
8.28K
$690K
|
|
Nov 13, 2023
Q3 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
447+ 1.2% |
$34.8K - $38.3K
|
37.7K
$3.14M
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
438+ 2.67% |
$34.1K - $37.5K
|
16.8K
$1.4M
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
428+ 12.91% |
$33.3K - $36.7K
|
3.74K
$312K
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
414+ 1.74% |
$32.2K - $35.5K
|
24.2K
$2.01M
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
414+ 16.2% |
$32.2K - $35.5K
|
2.97K
$247K
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
408+ 161.26% |
$31.8K - $35K
|
661
$55.1K
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
406+ 1.18% |
$31.6K - $34.8K
|
34.8K
$2.9M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
398+ 4.42% |
$31K - $34.1K
|
9.41K
$784K
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
395+ 10.66% |
$30.7K - $33.9K
|
4.1K
$342K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
394+ 7.73% |
$30.7K - $33.8K
|
5.49K
$457K
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
378+ 3.53% |
$29.4K - $32.4K
|
11.1K
$924K
|
|
Nov 06, 2023
Q3 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
361+ 2.3% |
$28.1K - $30.9K
|
16.1K
$1.34M
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
351+ 6.98% |
$27.3K - $30.1K
|
5.38K
$448K
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
350+ 5.79% |
$27.2K - $30K
|
6.39K
$532K
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
329+ 4.99% |
$25.6K - $28.2K
|
6.93K
$577K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
326New |
$25.4K - $27.9K
|
326
$27.2K
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
325+ 361.11% |
$25.3K - $27.9K
|
415
$34.6K
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
318+ 5.03% |
$24.8K - $27.3K
|
6.64K
$553K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
300New |
$23.4K - $25.7K
|
300
$25K
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
285+ 148.44% |
$22.2K - $24.4K
|
477
$39.7K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
265+ 34.11% |
$20.6K - $22.7K
|
1.04K
$86.8K
|
|
Nov 02, 2023
Q3 2023
|
Astor Investment Management LLC
|
BUY
|
- |
253+ 2.48% |
$19.7K - $21.7K
|
10.5K
$872K
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
252+ 2.76% |
$19.6K - $21.6K
|
9.38K
$782K
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
246+ 9.57% |
$19.1K - $21.1K
|
2.82K
$235K
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
244+ 1.02% |
$19K - $20.9K
|
24.2K
$2.02M
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
243+ 0.97% |
$18.9K - $20.8K
|
25.4K
$2.12M
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
240+ 24.17% |
$18.7K - $20.6K
|
1.23K
$103K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
239+ 3.33% |
$18.6K - $20.5K
|
7.42K
$618K
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
235+ 6.63% |
$18.3K - $20.1K
|
3.78K
$315K
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
226+ 2.13% |
$17.6K - $19.4K
|
10.9K
$904K
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
225+ 54.22% |
$17.5K - $19.3K
|
640
$53.3K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
199New |
$15.5K - $17.1K
|
199
$16.6K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
196+ 0.73% |
$15.3K - $16.8K
|
26.9K
$2.24M
|