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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
9.55KNew |
$651K - $799K
|
9.55K
$850K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
9.39KNew |
$640K - $786K
|
9.39K
$835K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.31K+ 71.65% |
$635K - $780K
|
22.3K
$1.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
9.24K+ 166.56% |
$630K - $774K
|
14.8K
$1.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
8.94K+ 186.65% |
$609K - $748K
|
13.7K
$1.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
8.92KNew |
$608K - $747K
|
8.92K
$793K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
8.84K+ 242.85% |
$602K - $740K
|
12.5K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
8.81K+ 241.43% |
$600K - $738K
|
12.5K
$1.11M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
8.41KNew |
$573K - $704K
|
8.41K
$748K
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
8.3KNew |
$566K - $695K
|
8.3K
$739K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
8.15K+ 110.0% |
$556K - $682K
|
15.6K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
7.86K+ 165.48% |
$536K - $658K
|
12.6K
$1.12M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.8K+ 45.67% |
$531K - $653K
|
24.9K
$2.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
7.73KNew |
$527K - $648K
|
7.73K
$688K
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
7.44KNew |
$507K - $623K
|
7.44K
$662K
|
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
BUY
|
- |
7.28K+ 107.37% |
$496K - $610K
|
14.1K
$1.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
7.2K+ 231.51% |
$491K - $603K
|
10.3K
$918K
|
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
7.18K+ 107.29% |
$489K - $601K
|
13.9K
$1.23M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.13KNew |
$486K - $597K
|
7.13K
$634K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7K+ 39.21% |
$477K - $587K
|
24.9K
$2.21M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.99K+ 1238.48% |
$476K - $585K
|
7.55K
$672K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
6.88KNew |
$469K - $576K
|
6.88K
$612K
|
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.71KNew |
$457K - $562K
|
6.71K
$597K
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
6.64KNew |
$453K - $556K
|
6.64K
$591K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.62K+ 106.95% |
$451K - $554K
|
12.8K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.4KNew |
$436K - $536K
|
6.4K
$570K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.9KNew |
$402K - $494K
|
5.9K
$525K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.89K+ 34.33% |
$402K - $494K
|
23.1K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
5.67KNew |
$387K - $475K
|
5.67K
$505K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.63KNew |
$384K - $471K
|
5.63K
$501K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.6KNew |
$382K - $469K
|
5.6K
$498K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
5.58K+ 32.34% |
$380K - $467K
|
22.8K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
5.51K+ 1.72% |
$375K - $461K
|
326K
$29M
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
5.48KNew |
$374K - $459K
|
5.48K
$488K
|
|
|
Feb 09, 2023
Q4 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
5.44K+ 101.85% |
$371K - $456K
|
10.8K
$959K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.26KNew |
$359K - $441K
|
5.26K
$468K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
5.13KNew |
$350K - $430K
|
5.13K
$457K
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
5.1KNew |
$347K - $427K
|
5.1K
$453K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.08KNew |
$346K - $425K
|
5.08K
$452K
|
|
|
Feb 08, 2023
Q4 2022
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
4.97K+ 153.3% |
$339K - $416K
|
8.21K
$730K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
4.87K+ 2309.48% |
$332K - $408K
|
5.08K
$452K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
4.81KNew |
$328K - $403K
|
4.81K
$428K
|
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.78KNew |
$326K - $400K
|
4.78K
$425K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.72K+ 113.17% |
$322K - $395K
|
8.89K
$791K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.69KNew |
$320K - $393K
|
4.69K
$418K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.65K+ 39.39% |
$317K - $389K
|
16.5K
$1.46M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.53KNew |
$309K - $379K
|
4.53K
$403K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.26KNew |
$291K - $357K
|
4.26K
$379K
|
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4.14KNew |
$283K - $347K
|
4.14K
$369K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.06KNew |
$277K - $340K
|
4.06K
$362K
|