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
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
195
+ 1.52%
$15.2K - $16.7K
13K $1.08M
Oct 10, 2023 Q3 2023
Contravisory Investment Management, Inc.

BUY
 -
178
+ 10.22%
$13.9K - $15.3K
1.92K $160K
Nov 13, 2023 Q3 2023
Ars Investment Partners, LLC

BUY
 -
170
+ 4.74%
$13.2K - $14.6K
3.76K $313K
Oct 27, 2023 Q3 2023
Angeles Wealth Management, LLC

BUY
 -
162
New
$12.6K - $13.9K
162 $13.5K
Oct 18, 2023 Q3 2023
Clarity Financial LLC

BUY
 -
159
+ 5.22%
$12.4K - $13.6K
3.21K $267K
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
152
New
$11.8K - $13K
152 $12.7K
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
149
+ 5.25%
$11.6K - $12.8K
2.99K $249K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
145
New
$11.3K - $12.4K
145 $12.1K
Nov 14, 2023 Q3 2023
River Glades Family Offices LLC

Naples, FL
BUY
 -
130
+ 2.72%
$10.1K - $11.1K
4.92K $410K
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
127
+ 5.0%
$9.89K - $10.9K
2.67K $222K
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
123
+ 1.09%
$9.57K - $10.5K
11.4K $952K
Oct 30, 2023 Q3 2023
Wp Advisors, LLC

BUY
 -
120
+ 0.48%
$9.34K - $10.3K
25.4K $2.11M
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
119
New
$9.26K - $10.2K
119 $9.91K
Nov 02, 2023 Q3 2023
Cypress Capital Group

BUY
 -
116
+ 3.2%
$9.03K - $9.94K
3.74K $311K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
110
+ 7.26%
$8.56K - $9.43K
1.63K $135K
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
110
+ 1.24%
$8.56K - $9.43K
8.97K $747K
Nov 17, 2023 Q3 2023
Spartan Planning & Wealth Management

Greensboro, NC
BUY
 -
108
New
$8.41K - $9.26K
108 $9K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
100
New
$7.78K - $8.57K
100 $8.33K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
100
+ 32.05%
$7.78K - $8.57K
412 $34.3K
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
96
+ 2.2%
$7.47K - $8.23K
4.46K $371K
Oct 27, 2023 Q3 2023
Dumont & Blake Investment Advisors LLC

BUY
 -
96
+ 0.3%
$7.47K - $8.23K
31.8K $2.64M
Oct 23, 2023 Q3 2023
Lfa Lugano Financial Advisors Sa

BUY
 -
92
New
$7.16K - $7.89K
92 $7.66K
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
89
+ 0.77%
$6.93K - $7.63K
11.6K $970K
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
87
+ 3.64%
$6.77K - $7.46K
2.48K $207K
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
86
+ 172.0%
$6.69K - $7.37K
136 $11.3K
Oct 26, 2023 Q3 2023
Steph & CO

BUY
 -
82
New
$6.38K - $7.03K
82 $6.83K
Oct 30, 2023 Q3 2023
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
81
+ 1.77%
$6.31K - $6.94K
4.66K $388K
Nov 09, 2023 Q3 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
64
+ 8.89%
$4.98K - $5.49K
784 $65.3K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
61
New
$4.75K - $5.23K
61 $5.08K
Oct 26, 2023 Q3 2023
Viewpoint Capital Management LLC

Seattle, WA
BUY
 -
60
New
$4.67K - $5.14K
60 $5K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
58
+ 1.49%
$4.51K - $4.97K
3.95K $329K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
58
+ 1450.0%
$4.51K - $4.97K
62 $5.16K
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
57
New
$4.44K - $4.89K
57 $4.75K
Oct 13, 2023 Q3 2023
City Holding CO

BUY
 -
55
+ 61.11%
$4.28K - $4.71K
145 $12.1K
Nov 16, 2023 Q3 2023
Chesapeake Wealth Management

BUY
 -
51
+ 0.39%
$3.97K - $4.37K
13.2K $1.1M
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
50
+ 10.14%
$3.89K - $4.29K
543 $45.2K
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
50
New
$3.89K - $4.29K
50 $4.17K
Oct 12, 2023 Q3 2023
Field & Main Bank

BUY
 -
48
New
$3.74K - $4.11K
48 $4K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
47
+ 13.66%
$3.66K - $4.03K
391 $32.6K
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
45
New
$3.5K - $3.86K
45 $3.75K
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
44
New
$3.42K - $3.77K
44 $3.67K
Oct 16, 2023 Q3 2023
First Premier Bank

BUY
 -
43
+ 4.3%
$3.35K - $3.69K
1.04K $86.9K
Oct 10, 2023 Q3 2023
Thomasville National Bank

BUY
 -
42
+ 1.26%
$3.27K - $3.6K
3.36K $280K
Oct 10, 2023 Q3 2023
American National Bank

BUY
 -
40
New
$3.11K - $3.43K
40 $3.33K
Nov 13, 2023 Q3 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
39
+ 1.48%
$3.04K - $3.34K
2.67K $222K
Nov 01, 2023 Q3 2023
Ellis Investment Partners, LLC

BUY
 -
39
+ 0.58%
$3.04K - $3.34K
6.72K $560K
May 15, 2024 Q3 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
37
+ 0.69%
$2.88K - $3.17K
5.43K $452K
Oct 31, 2023 Q3 2023
Byrne Asset Management LLC

BUY
 -
35
+ 9.19%
$2.72K - $3K
416 $34.7K
Nov 13, 2023 Q3 2023
Fwl Investment Management, LLC

BUY
 -
30
New
$2.34K - $2.57K
30 $2.5K

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