Purchases and Sales Made in Q4 2022 in Select Sector Spdr Fd Material (XLB)

XLB Quotes by TradingView

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 01, 2023 Q4 2022
Bay Colony Advisory Group, Inc D

BUY
 -
125
+ 4.21%
$8.52K - $10.5K
3.09K $275K
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

BUY
 -
124
+ 8.16%
$8.45K - $10.4K
1.64K $146K
Jan 09, 2023 Q4 2022
Trust CO

BUY
 -
120
+ 0.8%
$8.18K - $10.1K
15.2K $1.35M
Feb 13, 2023 Q4 2022
Bokf, Na

Tulsa, OK
BUY
 -
118
+ 1.95%
$8.05K - $9.88K
6.16K $548K
Jan 10, 2023 Q4 2022
Roberts Wealth Advisors, LLC

BUY
 -
116
+ 3.37%
$7.91K - $9.72K
3.56K $317K
Feb 07, 2023 Q4 2022
Dakota Wealth Management

BUY
 -
114
+ 0.26%
$7.77K - $9.55K
43.5K $3.87M
Feb 01, 2023 Q4 2022
Sage Mountain Advisors LLC

BUY
 -
107
+ 37.02%
$7.3K - $8.96K
396 $35.2K
Feb 06, 2023 Q4 2022
Meridian Investment Counsel Inc.

Lafayette, CA
BUY
 -
103
+ 0.36%
$7.02K - $8.63K
28.5K $2.53M
Feb 14, 2023 Q4 2022
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
100
+ 909.09%
$6.82K - $8.38K
111 $9.88K
Feb 13, 2023 Q4 2022
Parsons Capital Management Inc

BUY
 -
100
+ 0.67%
$6.82K - $8.38K
15K $1.34M
Feb 13, 2023 Q4 2022
Fiduciary Trust CO

Boston, MA
BUY
 -
99
+ 1.27%
$6.75K - $8.29K
7.91K $704K
Feb 10, 2023 Q4 2022
Associated Banc Corp

Green Bay, WI
BUY
 -
95
+ 0.71%
$6.48K - $7.96K
13.4K $1.19M
Feb 14, 2023 Q4 2022
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
90
New
$6.14K - $7.54K
90 $8.01K
May 15, 2024 Q4 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
88
+ 1.57%
$6K - $7.37K
5.68K $506K
Feb 14, 2023 Q4 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
87
+ 4.41%
$5.93K - $7.29K
2.06K $183K
Feb 14, 2023 Q4 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
87
+ 82.86%
$5.93K - $7.29K
192 $17.1K
Jan 12, 2023 Q4 2022
Cmh Wealth Management LLC

BUY
 -
77
+ 0.13%
$5.25K - $6.45K
57.2K $5.09M
Feb 06, 2023 Q4 2022
Bogart Wealth, LLC

BUY
 -
76
+ 7.35%
$5.18K - $6.37K
1.11K $98.8K
Feb 02, 2023 Q4 2022
Institute For Wealth Management, Llc.

BUY
 -
75
+ 1.35%
$5.11K - $6.28K
5.63K $501K
Jan 27, 2023 Q4 2022
Telos Capital Management, Inc.

BUY
 -
67
+ 0.25%
$4.57K - $5.61K
27.3K $2.43M
Feb 14, 2023 Q4 2022
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
65
New
$4.43K - $5.44K
65 $5.79K
Jan 19, 2023 Q4 2022
Sage Capital Advisors,Llc

BUY
 -
62
+ 0.56%
$4.23K - $5.19K
11.2K $997K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
61
New
$4.16K - $5.11K
61 $5.43K
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
BUY
 -
61
+ 0.33%
$4.16K - $5.11K
18.3K $1.63M
Jan 25, 2023 Q4 2022
Pinnacle Associates LTD

BUY
 -
60
+ 1.36%
$4.09K - $5.03K
4.46K $397K
Jan 19, 2023 Q4 2022
Psi Advisors, LLC

BUY
 -
59
+ 9.06%
$4.02K - $4.94K
710 $63.2K
Dec 20, 2023 Q4 2022
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
56
New
$3.82K - $4.69K
56 $4.98K
Feb 01, 2023 Q4 2022
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
56
+ 0.26%
$3.82K - $4.69K
21.6K $1.92M
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
52
New
$3.55K - $4.36K
52 $4.63K
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
50
New
$3.41K - $4.19K
50 $4.45K
Jan 31, 2023 Q4 2022
Westside Investment Management, Inc.

BUY
 -
50
+ 16.67%
$3.41K - $4.19K
350 $31.2K
Jan 25, 2023 Q4 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
48
+ 7.68%
$3.27K - $4.02K
673 $59.9K
Feb 27, 2023 Q4 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
46
New
$3.14K - $3.85K
46 $4.09K
Feb 14, 2023 Q4 2022
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
45
+ 4.72%
$3.07K - $3.77K
998 $88.8K
Feb 10, 2023 Q4 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
45
+ 0.36%
$3.07K - $3.77K
12.5K $1.11M
Feb 10, 2023 Q4 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
38
+ 3.13%
$2.59K - $3.18K
1.25K $112K
Jan 12, 2023 Q4 2022
Baystate Wealth Management LLC

BUY
 -
37
+ 2.04%
$2.52K - $3.1K
1.86K $165K
Jan 13, 2023 Q4 2022
Hexagon Capital Partners LLC

BUY
 -
36
+ 0.69%
$2.45K - $3.02K
5.24K $466K
Jan 25, 2023 Q4 2022
Ars Investment Partners, LLC

BUY
 -
35
+ 1.18%
$2.39K - $2.93K
3.01K $268K
Jan 09, 2023 Q4 2022
Summit Financial Group, Inc.

BUY
 -
35
+ 0.77%
$2.39K - $2.93K
4.58K $408K
Jan 13, 2023 Q4 2022
Contravisory Investment Management, Inc.

BUY
 -
33
+ 2.47%
$2.25K - $2.76K
1.37K $122K
Jan 31, 2023 Q4 2022
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
32
+ 1.05%
$2.18K - $2.68K
3.08K $274K
Jan 10, 2023 Q4 2022
Glassy Mountain Advisors, Inc.

BUY
 -
30
New
$2.05K - $2.51K
30 $2.67K
Feb 14, 2023 Q4 2022
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
30
New
$2.05K - $2.51K
30 $2.67K
Feb 14, 2023 Q4 2022
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
27
+ 0.25%
$1.84K - $2.26K
10.9K $968K
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
27
New
$1.84K - $2.26K
27 $2.4K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
27
New
$1.84K - $2.26K
27 $2.4K
Feb 14, 2023 Q4 2022
Nvwm, LLC

BUY
 -
24
+ 0.4%
$1.64K - $2.01K
6.02K $536K
Feb 14, 2023 Q4 2022
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
23
New
$1.57K - $1.93K
23 $2.05K

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