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 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
21+ 0.46% |
$1.43K - $1.76K
|
4.58K
$407K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
20New |
$1.36K - $1.68K
|
20
$1.78K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
20+ 100.0% |
$1.36K - $1.68K
|
40
$3.55K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
14+ 0.21% |
$955 - $1.17K
|
6.6K
$586K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
14+ 0.41% |
$955 - $1.17K
|
3.46K
$307K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
13+ 0.17% |
$886 - $1.09K
|
7.55K
$670K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
10+ 4.48% |
$682 - $838
|
233
$20.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
10+ 20.0% |
$682 - $838
|
60
$5.33K
|
|
|
Jan 18, 2023
Q4 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
8+ 0.03% |
$545 - $670
|
25.4K
$2.26M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
7+ 3.38% |
$477 - $586
|
214
$19K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
6+ 0.56% |
$409 - $503
|
1.07K
$94.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
5+ 0.01% |
$341 - $419
|
34.9K
$3.1M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5New |
$341 - $419
|
5
$444
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.62% |
$341 - $419
|
806
$71.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
4+ 0.09% |
$273 - $335
|
4.64K
$412K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
4+ 0.64% |
$273 - $335
|
627
$55.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.57% |
$205 - $251
|
531
$47.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.67% |
$136 - $168
|
302
$26.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 5.41% |
$136 - $168
|
39
$3.46K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2+ 0.04% |
$136 - $168
|
5.48K
$486K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.04% |
$136 - $168
|
4.72K
$419K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.1% |
$136 - $168
|
2.08K
$184K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.56% |
$68.2 - $83.8
|
181
$16.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.3% |
$68.2 - $83.8
|
78
$6.93K
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$68.2 - $83.8
|
3.99K
$354K
|
|
|
Feb 14, 2023
Q4 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1+ 0.01% |
$68.2 - $83.8
|
7.23K
$642K
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2- 0.05% |
$136 - $168
|
3.88K
$345K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2- 40.0% |
$136 - $168
|
3
$266
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2- 0.05% |
$136 - $168
|
3.88K
$345K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2- 0.02% |
$136 - $168
|
8.18K
$727K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3- 0.21% |
$205 - $251
|
1.43K
$127K
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-7- 0.23% |
$477 - $586
|
3.02K
$268K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-9- 1.78% |
$614 - $754
|
496
$44K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-9- 0.06% |
$614 - $754
|
14.6K
$1.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-10- 4.95% |
$682 - $838
|
192
$17K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-11- 0.21% |
$750 - $921
|
5.23K
$464K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-13- 0.35% |
$886 - $1.09K
|
3.65K
$324K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-13- 0.29% |
$886 - $1.09K
|
4.45K
$395K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-18- 6.47% |
$1.23K - $1.51K
|
260
$23.1K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-20- 0.51% |
$1.36K - $1.68K
|
3.89K
$346K
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-25- 0.18% |
$1.7K - $2.09K
|
13.5K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-28- 0.49% |
$1.91K - $2.35K
|
5.71K
$507K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-30- 4.89% |
$2.05K - $2.51K
|
583
$51.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-32- 1.08% |
$2.18K - $2.68K
|
2.92K
$259K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-36- 31.58% |
$2.45K - $3.02K
|
78
$6.93K
|
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-43- 0.69% |
$2.93K - $3.6K
|
6.18K
$549K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-45- 0.18% |
$3.07K - $3.77K
|
24.6K
$2.18M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-48- 81.36% |
$3.27K - $4.02K
|
11
$977
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-51- 0.41% |
$3.48K - $4.27K
|
12.5K
$1.11M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-53- 19.49% |
$3.61K - $4.44K
|
219
$19.4K
|