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 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-118- 0.82% |
$9.19K - $10.1K
|
14.2K
$1.18M
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-120- 1.5% |
$9.34K - $10.3K
|
7.88K
$656K
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-120- 1.46% |
$9.34K - $10.3K
|
8.09K
$674K
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-125- 3.11% |
$9.73K - $10.7K
|
3.89K
$324K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-127- 1.3% |
$9.89K - $10.9K
|
9.65K
$804K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-132Closed |
$10.3K - $11.3K
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-137- 3.84% |
$10.7K - $11.7K
|
3.44K
$286K
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-144- 0.28% |
$11.2K - $12.3K
|
50.6K
$4.22M
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-147- 3.79% |
$11.4K - $12.6K
|
3.73K
$311K
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-153- 0.75% |
$11.9K - $13.1K
|
20.1K
$1.68M
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-164- 0.53% |
$12.8K - $14.1K
|
30.9K
$2.57M
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-167- 3.92% |
$13K - $14.3K
|
4.09K
$341K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-177- 0.75% |
$13.8K - $15.2K
|
23.6K
$1.96M
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-194- 3.24% |
$15.1K - $16.6K
|
5.8K
$483K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-196- 6.07% |
$15.3K - $16.8K
|
3.04K
$253K
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-205- 0.95% |
$16K - $17.6K
|
21.5K
$1.79M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-209- 4.14% |
$16.3K - $17.9K
|
4.84K
$403K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-221- 1.01% |
$17.2K - $18.9K
|
21.6K
$1.8M
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-225- 7.98% |
$17.5K - $19.3K
|
2.6K
$216K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-244- 11.78% |
$19K - $20.9K
|
1.83K
$152K
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-245- 2.4% |
$19.1K - $21K
|
9.98K
$831K
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-253- 5.62% |
$19.7K - $21.7K
|
4.25K
$354K
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-253- 4.14% |
$19.7K - $21.7K
|
5.86K
$488K
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-260- 4.0% |
$20.2K - $22.3K
|
6.23K
$519K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-277- 9.56% |
$21.6K - $23.7K
|
2.62K
$218K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-282- 1.3% |
$22K - $24.2K
|
21.3K
$1.78M
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-282- 6.59% |
$22K - $24.2K
|
4K
$333K
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
SELL
|
- |
-284- 0.8% |
$22.1K - $24.3K
|
35.4K
$2.95M
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-286- 3.48% |
$22.3K - $24.5K
|
7.92K
$660K
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-300- 0.89% |
$23.4K - $25.7K
|
33.4K
$2.78M
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-300- 30.67% |
$23.4K - $25.7K
|
678
$56.5K
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-303- 2.88% |
$23.6K - $26K
|
10.2K
$852K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-304- 1.89% |
$23.7K - $26.1K
|
15.8K
$1.31M
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-307- 16.73% |
$23.9K - $26.3K
|
1.53K
$127K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-307- 1.64% |
$23.9K - $26.3K
|
18.4K
$1.53M
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-317- 13.94% |
$24.7K - $27.2K
|
1.96K
$163K
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-325- 2.61% |
$25.3K - $27.9K
|
12.1K
$1.01M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-332- 1.38% |
$25.8K - $28.5K
|
23.7K
$1.98M
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-350- 81.21% |
$27.2K - $30K
|
81
$6.75K
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-361- 1.49% |
$28.1K - $30.9K
|
23.8K
$1.98M
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-362- 0.58% |
$28.2K - $31K
|
62K
$5.16M
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
SELL
|
- |
-369- 1.25% |
$28.7K - $31.6K
|
29.2K
$2.43M
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-375- 4.36% |
$29.2K - $32.1K
|
8.22K
$685K
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-380- 14.67% |
$29.6K - $32.6K
|
2.21K
$184K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-382- 3.38% |
$29.7K - $32.7K
|
10.9K
$911K
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-390- 12.26% |
$30.4K - $33.4K
|
2.79K
$232K
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-400- 28.57% |
$31.1K - $34.3K
|
1K
$83.3K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-401- 20.36% |
$31.2K - $34.4K
|
1.57K
$131K
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-405- 2.06% |
$31.5K - $34.7K
|
19.2K
$1.6M
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-416- 4.65% |
$32.4K - $35.7K
|
8.53K
$711K
|