Purchases and Sales Made in Q4 2022 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.33K- 62.02% |
$295K - $362K
|
2.65K
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.6K- 34.85% |
$314K - $385K
|
8.6K
$764K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.6K- 55.94% |
$314K - $386K
|
3.63K
$322K
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-4.77K- 26.41% |
$325K - $399K
|
13.3K
$1.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-4.83K- 53.5% |
$329K - $404K
|
4.2K
$373K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-5.16K- 1.37% |
$352K - $432K
|
371K
$32.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.28K- 63.39% |
$360K - $442K
|
3.05K
$271K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.36K- 64.83% |
$365K - $449K
|
2.91K
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.52K- 17.31% |
$376K - $462K
|
26.3K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-5.66K- 55.57% |
$386K - $474K
|
4.53K
$402K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.78K- 11.24% |
$394K - $484K
|
45.6K
$4.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
SELL
|
- |
-5.83K- 19.06% |
$397K - $488K
|
24.7K
$2.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5.89K- 22.78% |
$402K - $493K
|
20K
$1.77M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-5.93K- 69.59% |
$405K - $497K
|
2.59K
$230K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-6.25K- 58.86% |
$426K - $524K
|
4.37K
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-6.26K- 24.07% |
$427K - $524K
|
19.7K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6.68K- 68.53% |
$455K - $559K
|
3.07K
$272K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-6.8K- 68.56% |
$464K - $570K
|
3.12K
$277K
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
SELL
|
- |
-6.9K- 49.68% |
$471K - $578K
|
6.99K
$621K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7.02KClosed |
$479K - $588K
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
SELL
|
- |
-7.45K- 17.78% |
$508K - $624K
|
34.4K
$3.06M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.68K- 60.82% |
$524K - $644K
|
4.95K
$440K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.73K- 66.94% |
$527K - $647K
|
3.82K
$339K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-8.42K- 41.0% |
$574K - $706K
|
12.1K
$1.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.69K- 28.25% |
$593K - $728K
|
22.1K
$1.96M
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-8.78K- 22.56% |
$599K - $735K
|
30.1K
$2.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-8.84K- 7.04% |
$603K - $740K
|
117K
$10.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-9.33K- 9.0% |
$636K - $782K
|
94.4K
$8.38M
|
|
|
Jan 03, 2023
Q4 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-9.37K- 47.87% |
$639K - $784K
|
10.2K
$906K
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-9.55K- 37.81% |
$651K - $800K
|
15.7K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.65K- 6.14% |
$658K - $808K
|
147K
$13.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-9.84K- 35.88% |
$671K - $824K
|
17.6K
$1.56M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-9.87K- 16.83% |
$673K - $826K
|
48.8K
$4.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-9.88K- 59.26% |
$673K - $827K
|
6.79K
$603K
|
|
|
Feb 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-10.1K- 29.13% |
$691K - $849K
|
24.7K
$2.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-10.4K- 31.38% |
$712K - $875K
|
22.8K
$2.03M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10.7K- 46.61% |
$732K - $899K
|
12.3K
$1.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-10.8K- 27.38% |
$738K - $906K
|
28.7K
$2.55M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.3K- 10.69% |
$774K - $951K
|
94.8K
$8.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.7K- 21.35% |
$801K - $983K
|
43.2K
$3.84M
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-12.1K- 18.22% |
$825K - $1.01M
|
54.3K
$4.82M
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-12.6K- 16.93% |
$862K - $1.06M
|
62.1K
$5.51M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-13.5K- 14.84% |
$922K - $1.13M
|
77.7K
$6.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-15.2K- 79.51% |
$1.03M - $1.27M
|
3.91K
$347K
|
|
|
Feb 14, 2023
Q4 2022
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-17.5KClosed |
$1.19M - $1.47M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-18.7K- 12.18% |
$1.27M - $1.56M
|
135K
$11.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-19.1K- 5.61% |
$1.3M - $1.6M
|
322K
$28.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-19.8K- 52.53% |
$1.35M - $1.65M
|
17.9K
$1.58M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-20.3K- 26.32% |
$1.38M - $1.7M
|
56.7K
$5.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-24.1K- 99.59% |
$1.64M - $2.02M
|
100
$8.88K
|