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 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-27- 3.72% |
$2.1K - $2.31K
|
698
$58.1K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-27- 26.21% |
$2.1K - $2.31K
|
76
$6.33K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-30- 1.33% |
$2.34K - $2.57K
|
2.22K
$185K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-31- 23.66% |
$2.41K - $2.66K
|
100
$8.33K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-32- 0.84% |
$2.49K - $2.74K
|
3.8K
$316K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-33- 0.95% |
$2.57K - $2.83K
|
3.43K
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-34- 0.7% |
$2.65K - $2.91K
|
4.8K
$400K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-35- 0.93% |
$2.72K - $3K
|
3.73K
$311K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-35- 0.95% |
$2.72K - $3K
|
3.64K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-38- 2.25% |
$2.96K - $3.26K
|
1.65K
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-39- 6.3% |
$3.04K - $3.34K
|
580
$48.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-42- 4.44% |
$3.27K - $3.6K
|
905
$75.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-42- 9.03% |
$3.27K - $3.6K
|
423
$35.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-44- 0.27% |
$3.42K - $3.77K
|
16.3K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-45- 62.5% |
$3.5K - $3.86K
|
27
$2.25K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-45- 1.28% |
$3.5K - $3.86K
|
3.48K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-46- 0.61% |
$3.58K - $3.94K
|
7.5K
$625K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-47- 0.23% |
$3.66K - $4.03K
|
20.1K
$1.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-50- 0.53% |
$3.89K - $4.29K
|
9.42K
$784K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-50- 6.05% |
$3.89K - $4.29K
|
777
$64.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-50- 0.33% |
$3.89K - $4.29K
|
15K
$1.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-52- 0.4% |
$4.05K - $4.46K
|
13K
$1.08M
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-53- 0.8% |
$4.13K - $4.54K
|
6.56K
$547K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-55- 25.94% |
$4.28K - $4.71K
|
157
$13.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-57- 0.12% |
$4.44K - $4.89K
|
47.1K
$3.92M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-59- 8.74% |
$4.59K - $5.06K
|
616
$51.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-68- 0.84% |
$5.29K - $5.83K
|
8.03K
$668K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-71- 1.05% |
$5.53K - $6.09K
|
6.68K
$556K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-74- 2.4% |
$5.76K - $6.34K
|
3.01K
$250K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-75- 2.78% |
$5.84K - $6.43K
|
2.62K
$218K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-76- 0.47% |
$5.92K - $6.51K
|
16K
$1.33M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-79- 0.76% |
$6.15K - $6.77K
|
10.3K
$855K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-81- 1.88% |
$6.31K - $6.94K
|
4.23K
$352K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-81- 1.88% |
$6.31K - $6.94K
|
4.23K
$352K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-81- 8.29% |
$6.31K - $6.94K
|
896
$74.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-86- 1.0% |
$6.69K - $7.37K
|
8.51K
$709K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-87- 3.12% |
$6.77K - $7.46K
|
2.7K
$225K
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-87- 2.46% |
$6.77K - $7.46K
|
3.45K
$288K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-87- 2.46% |
$6.77K - $7.46K
|
3.45K
$288K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-88- 1.89% |
$6.85K - $7.54K
|
4.56K
$380K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-89- 0.27% |
$6.93K - $7.63K
|
32.9K
$2.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-95- 1.38% |
$7.39K - $8.14K
|
6.77K
$564K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-98- 0.36% |
$7.63K - $8.4K
|
27.2K
$2.27M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-100- 0.7% |
$7.78K - $8.57K
|
14.2K
$1.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-100- 9.49% |
$7.78K - $8.57K
|
954
$79.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-102- 0.53% |
$7.94K - $8.74K
|
19.2K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-102- 20.2% |
$7.94K - $8.74K
|
403
$33.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-105- 3.64% |
$8.17K - $9K
|
2.78K
$232K
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-107- 1.31% |
$8.33K - $9.17K
|
8.06K
$671K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-118- 0.39% |
$9.19K - $10.1K
|
30.4K
$2.53M
|