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 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
35+ 9.19% |
$2.72K - $3K
|
416
$35.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
30+ 0.92% |
$2.34K - $2.57K
|
3.28K
$284K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
30New |
$2.34K - $2.57K
|
30
$2.59K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
27+ 0.49% |
$2.1K - $2.31K
|
5.55K
$479K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
26+ 1.65% |
$2.02K - $2.23K
|
1.6K
$138K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
25+ 0.83% |
$1.95K - $2.14K
|
3.05K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
24+ 21.05% |
$1.87K - $2.06K
|
138
$11.9K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
24+ 21.05% |
$1.87K - $2.06K
|
138
$11.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
24+ 0.29% |
$1.87K - $2.06K
|
8.33K
$719K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
22+ 0.11% |
$1.71K - $1.89K
|
20.7K
$1.79M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
21+ 0.19% |
$1.63K - $1.8K
|
11.3K
$975K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
19+ 0.16% |
$1.48K - $1.63K
|
11.7K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
18New |
$1.4K - $1.54K
|
18
$1.55K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
17+ 0.65% |
$1.32K - $1.46K
|
2.62K
$226K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
17New |
$1.32K - $1.46K
|
17
$1.47K
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
13+ 0.44% |
$1.01K - $1.11K
|
2.94K
$253K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
13+ 0.48% |
$1.01K - $1.11K
|
2.71K
$234K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
12+ 0.13% |
$934 - $1.03K
|
9.2K
$794K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
10+ 4.57% |
$778 - $857
|
229
$19.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
9+ 0.3% |
$701 - $771
|
3.01K
$260K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
9+ 0.49% |
$701 - $771
|
1.86K
$160K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
5+ 0.17% |
$389 - $429
|
2.93K
$253K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.46% |
$389 - $429
|
1.08K
$93.5K
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
5+ 0.05% |
$389 - $429
|
10.7K
$921K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5+ 6.02% |
$389 - $429
|
88
$7.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3+ 0.01% |
$234 - $257
|
28.8K
$2.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
3+ 0.06% |
$234 - $257
|
4.65K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3+ 0.07% |
$234 - $257
|
4.01K
$346K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2+ 0.06% |
$156 - $171
|
3.62K
$312K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 4.26% |
$156 - $171
|
49
$4.23K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.03% |
$156 - $171
|
6.23K
$538K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.82% |
$77.8 - $85.7
|
56
$4.84K
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$77.8 - $85.7
|
3.99K
$345K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.49% |
$77.8 - $85.7
|
204
$17.6K
|
|
|
May 10, 2024
Q3 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1+ 0.02% |
$77.8 - $85.7
|
4.52K
$390K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 0.07% |
$77.8 - $85.7
|
1.36K
$117K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.07% |
$77.8 - $85.7
|
1.37K
$118K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.55% |
$77.8 - $85.7
|
184
$15.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.22% |
$77.8 - $85.7
|
454
$39.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.33% |
$77.8 - $85.7
|
306
$26.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1- 0.02% |
$77.8 - $85.7
|
5.3K
$458K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 1.02% |
$77.8 - $85.7
|
97
$8.37K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-9- 0.46% |
$701 - $771
|
1.95K
$169K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-10- 76.92% |
$778 - $857
|
3
$259
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-12- 0.43% |
$934 - $1.03K
|
2.8K
$242K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-12- 0.38% |
$934 - $1.03K
|
3.12K
$270K
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
SELL
|
- |
-17- 0.15% |
$1.32K - $1.46K
|
11.3K
$974K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-17- 24.29% |
$1.32K - $1.46K
|
53
$4.58K
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-17- 0.57% |
$1.32K - $1.46K
|
2.95K
$254K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-18- 10.71% |
$1.4K - $1.54K
|
150
$13K
|