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 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
377New |
$25.7K - $31.6K
|
377
$33.5K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
377+ 0.84% |
$25.7K - $31.6K
|
45.3K
$4.02M
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
366+ 9.68% |
$25K - $30.7K
|
4.15K
$368K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
359New |
$24.5K - $30.1K
|
359
$31.9K
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
350New |
$23.9K - $29.3K
|
350
$31.1K
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
349+ 0.47% |
$23.8K - $29.2K
|
74.8K
$6.64M
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
329+ 24.74% |
$22.4K - $27.6K
|
1.66K
$147K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
329+ 8.4% |
$22.4K - $27.6K
|
4.25K
$377K
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
326+ 5.65% |
$22.2K - $27.3K
|
6.1K
$542K
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
308+ 0.65% |
$21K - $25.8K
|
47.9K
$4.25M
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
303New |
$20.7K - $25.4K
|
303
$26.9K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
299+ 60.28% |
$20.4K - $25K
|
795
$70.6K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
293New |
$20K - $24.5K
|
293
$26K
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
292+ 2.86% |
$19.9K - $24.5K
|
10.5K
$931K
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
280+ 5.8% |
$19.1K - $23.5K
|
5.11K
$454K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
279+ 0.09% |
$19K - $23.4K
|
319K
$28.3M
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
278+ 5.9% |
$19K - $23.3K
|
4.99K
$443K
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
277+ 1.98% |
$18.9K - $23.2K
|
14.3K
$1.27M
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
274+ 6.65% |
$18.7K - $23K
|
4.39K
$390K
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
272+ 1.43% |
$18.5K - $22.8K
|
19.2K
$1.71M
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
272+ 40.84% |
$18.5K - $22.8K
|
938
$83.3K
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
268+ 0.98% |
$18.3K - $22.4K
|
27.7K
$2.46M
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
266+ 7.01% |
$18.1K - $22.3K
|
4.06K
$361K
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
260+ 70.84% |
$17.7K - $21.8K
|
627
$55.7K
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
258+ 0.37% |
$17.6K - $21.6K
|
70.5K
$6.26M
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
258New |
$17.6K - $21.6K
|
258
$22.9K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
250New |
$17K - $20.9K
|
250
$22.2K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
250New |
$17K - $20.9K
|
250
$22.2K
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
243+ 1.05% |
$16.6K - $20.4K
|
23.3K
$2.07M
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
239+ 7.05% |
$16.3K - $20K
|
3.63K
$322K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
234New |
$16K - $19.6K
|
234
$20.8K
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
233+ 0.28% |
$15.9K - $19.5K
|
84.8K
$7.53M
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
227New |
$15.5K - $19K
|
227
$20.2K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
226+ 9.04% |
$15.4K - $18.9K
|
2.73K
$242K
|
|
Sep 18, 2023
Q4 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
217+ 1.21% |
$14.8K - $18.2K
|
18.1K
$1.61M
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
216New |
$14.7K - $18.1K
|
216
$19.2K
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
211+ 2.33% |
$14.4K - $17.7K
|
9.27K
$823K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
192+ 16.2% |
$13.1K - $16.1K
|
1.38K
$122K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
188New |
$12.8K - $15.7K
|
188
$16.7K
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
188+ 3.55% |
$12.8K - $15.7K
|
5.49K
$487K
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
185+ 9.87% |
$12.6K - $15.5K
|
2.06K
$183K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
183New |
$12.5K - $15.3K
|
183
$16.2K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
181+ 100.0% |
$12.3K - $15.2K
|
362
$32.1K
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
BUY
|
- |
180+ 0.63% |
$12.3K - $15.1K
|
29K
$2.57M
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
150+ 0.78% |
$10.2K - $12.6K
|
19.4K
$1.72M
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
150+ 15.0% |
$10.2K - $12.6K
|
1.15K
$102K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
145+ 1.78% |
$9.89K - $12.1K
|
8.29K
$736K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
139+ 2.69% |
$9.48K - $11.6K
|
5.3K
$470K
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
132+ 1.51% |
$9K - $11.1K
|
8.87K
$788K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
132New |
$9K - $11.1K
|
132
$11.7K
|