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
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-54- 2.82% |
$3.68K - $4.52K
|
1.86K
$165K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-55- 12.36% |
$3.75K - $4.61K
|
390
$34.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-58- 42.65% |
$3.95K - $4.86K
|
78
$6.93K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-58- 0.34% |
$3.95K - $4.86K
|
16.9K
$1.5M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-59- 1.01% |
$4.02K - $4.94K
|
5.77K
$513K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-60- 58.82% |
$4.09K - $5.03K
|
42
$3.73K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-60- 1.74% |
$4.09K - $5.03K
|
3.39K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-66- 0.18% |
$4.5K - $5.53K
|
35.9K
$3.19M
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-67- 1.34% |
$4.57K - $5.61K
|
4.95K
$440K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-67- 0.06% |
$4.57K - $5.61K
|
120K
$10.7M
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-70- 2.2% |
$4.77K - $5.86K
|
3.12K
$277K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-72- 0.35% |
$4.91K - $6.03K
|
20.6K
$1.83M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-75- 0.33% |
$5.11K - $6.28K
|
23K
$2.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-82- 1.4% |
$5.59K - $6.87K
|
5.79K
$514K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-89- 0.98% |
$6.07K - $7.45K
|
9.03K
$802K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-103- 5.83% |
$7.02K - $8.63K
|
1.66K
$148K
|
|
|
Feb 01, 2023
Q4 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-103- 1.11% |
$7.02K - $8.63K
|
9.17K
$814K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-104- 0.61% |
$7.09K - $8.71K
|
17K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-106- 95.5% |
$7.23K - $8.88K
|
5
$444
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-108- 1.39% |
$7.36K - $9.05K
|
7.68K
$682K
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-115- 2.42% |
$7.84K - $9.63K
|
4.63K
$411K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-126- 3.68% |
$8.59K - $10.6K
|
3.3K
$293K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-130- 31.03% |
$8.86K - $10.9K
|
289
$25.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-130- 2.4% |
$8.86K - $10.9K
|
5.29K
$470K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-132- 29.86% |
$9K - $11.1K
|
310
$27.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-146- 4.35% |
$9.95K - $12.2K
|
3.21K
$285K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-159- 6.29% |
$10.8K - $13.3K
|
2.37K
$210K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-159- 2.11% |
$10.8K - $13.3K
|
7.39K
$656K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-160- 36.04% |
$10.9K - $13.4K
|
284
$25.2K
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-167- 2.91% |
$11.4K - $14K
|
5.56K
$494K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-175- 3.52% |
$11.9K - $14.7K
|
4.8K
$426K
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-176- 9.47% |
$12K - $14.7K
|
1.68K
$149K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-187- 1.19% |
$12.7K - $15.7K
|
15.5K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-198- 12.37% |
$13.5K - $16.6K
|
1.4K
$125K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-200- 7.93% |
$13.6K - $16.8K
|
2.32K
$206K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-209- 6.33% |
$14.2K - $17.5K
|
3.1K
$275K
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-219- 2.66% |
$14.9K - $18.3K
|
8.02K
$712K
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-225- 4.36% |
$15.3K - $18.8K
|
4.93K
$438K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-227- 4.76% |
$15.5K - $19K
|
4.55K
$404K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-232- 13.56% |
$15.8K - $19.4K
|
1.48K
$131K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-243- 81.0% |
$16.6K - $20.4K
|
57
$5.06K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-250- 33.33% |
$17K - $20.9K
|
500
$44.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-251- 71.51% |
$17.1K - $21K
|
100
$8.88K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-270- 8.46% |
$18.4K - $22.6K
|
2.92K
$260K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-273- 9.54% |
$18.6K - $22.9K
|
2.59K
$230K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-285- 0.68% |
$19.4K - $23.9K
|
41.4K
$3.67M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-300- 8.11% |
$20.5K - $25.1K
|
3.4K
$302K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-303- 5.78% |
$20.7K - $25.4K
|
4.94K
$439K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
SELL
|
- |
-304- 9.65% |
$20.7K - $25.5K
|
2.85K
$253K
|
|
|
Feb 09, 2023
Q4 2022
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-312- 4.98% |
$21.3K - $26.1K
|
5.96K
$529K
|