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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
4.04KNew |
$275K - $338K
|
4.04K
$359K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.96KNew |
$270K - $332K
|
3.96K
$353K
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.91K+ 5.81% |
$266K - $327K
|
71.1K
$6.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.85KNew |
$263K - $323K
|
3.85K
$343K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.79KNew |
$258K - $317K
|
3.79K
$337K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.77KNew |
$257K - $316K
|
3.77K
$336K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.74KNew |
$255K - $313K
|
3.74K
$333K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
3.74K+ 3.3% |
$255K - $313K
|
117K
$10.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
3.73KNew |
$254K - $312K
|
3.73K
$332K
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3.66KNew |
$250K - $307K
|
3.66K
$326K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.64K+ 26.08% |
$248K - $305K
|
17.6K
$1.57M
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
3.46KNew |
$236K - $289K
|
3.46K
$308K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3.38KNew |
$231K - $283K
|
3.38K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.34KNew |
$228K - $280K
|
3.34K
$297K
|
|
|
Feb 15, 2023
Q4 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
3.22K+ 19.46% |
$220K - $270K
|
19.8K
$1.76M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.2KNew |
$218K - $268K
|
3.2K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.19K+ 15.19% |
$217K - $267K
|
24.2K
$2.15M
|
|
|
Feb 16, 2023
Q4 2022
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
3.18KNew |
$217K - $266K
|
3.18K
$283K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.18K+ 1587.5% |
$216K - $266K
|
3.38K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.13K+ 22.87% |
$213K - $262K
|
16.8K
$1.5M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.1KNew |
$211K - $259K
|
3.1K
$276K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.06KNew |
$209K - $256K
|
3.06K
$272K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3KNew |
$204K - $251K
|
3K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.97KNew |
$203K - $249K
|
2.97K
$265K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
2.9KNew |
$198K - $243K
|
2.9K
$258K
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.89KNew |
$197K - $242K
|
2.89K
$257K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
2.89KNew |
$197K - $242K
|
2.89K
$257K
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
BUY
|
- |
2.73KNew |
$186K - $228K
|
2.73K
$243K
|
|
|
Feb 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.7KNew |
$184K - $226K
|
2.7K
$240K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
2.68K+ 10.86% |
$183K - $224K
|
27.3K
$2.43M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.66KNew |
$182K - $223K
|
2.66K
$237K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
2.66KNew |
$181K - $222K
|
2.66K
$236K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.64KNew |
$180K - $221K
|
2.64K
$235K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2.59K+ 190.72% |
$177K - $217K
|
3.95K
$351K
|
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
BUY
|
- |
2.59K+ 68.96% |
$176K - $217K
|
6.34K
$564K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
2.58K+ 57.3% |
$176K - $216K
|
7.08K
$630K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
2.57KNew |
$175K - $215K
|
2.57K
$229K
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
2.45K+ 10.67% |
$167K - $205K
|
25.4K
$2.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.34K+ 11.13% |
$159K - $196K
|
23.3K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.15K+ 56.74% |
$147K - $180K
|
5.95K
$530K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.14K+ 3.42% |
$146K - $179K
|
64.8K
$5.77M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2K+ 26.32% |
$136K - $167K
|
9.58K
$853K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
1.83KNew |
$125K - $154K
|
1.83K
$163K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.72K+ 11.98% |
$117K - $144K
|
16.1K
$1.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.66K+ 15.53% |
$113K - $139K
|
12.4K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.66K+ 9.45% |
$113K - $139K
|
19.2K
$1.71M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.66K+ 27.95% |
$113K - $139K
|
7.58K
$675K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.65K+ 55.01% |
$113K - $138K
|
4.66K
$414K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.63K+ 18.53% |
$111K - $136K
|
10.4K
$926K
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
1.54K+ 18.67% |
$105K - $129K
|
9.76K
$868K
|