Purchases and Sales Made in Q1 2023 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
39.4KNew |
$2.97M - $3.35M
|
39.4K
$3.48M
|
|
May 15, 2023
Q1 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
38.1K+ 38.11% |
$2.88M - $3.25M
|
138K
$12.2M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
36.1K+ 212.59% |
$2.73M - $3.08M
|
53.1K
$4.69M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.1K+ 31.12% |
$2.72M - $3.07M
|
152K
$13.4M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
34.2K+ 504.12% |
$2.59M - $2.92M
|
41K
$3.62M
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
33.7KNew |
$2.54M - $2.87M
|
33.7K
$2.97M
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
33.2KNew |
$2.51M - $2.83M
|
33.2K
$2.93M
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
33.1K+ 163.93% |
$2.5M - $2.82M
|
53.2K
$4.7M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
32.5K+ 194.43% |
$2.45M - $2.77M
|
49.2K
$4.35M
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
29.6KNew |
$2.23M - $2.52M
|
29.6K
$2.61M
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
29.3KNew |
$2.21M - $2.49M
|
29.3K
$2.58M
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
27.6K+ 56.65% |
$2.09M - $2.35M
|
76.4K
$6.74M
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
26.2KNew |
$1.98M - $2.23M
|
26.2K
$2.31M
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
26.1KNew |
$1.97M - $2.22M
|
26.1K
$2.3M
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
25KNew |
$1.89M - $2.13M
|
25K
$2.21M
|
|
Apr 21, 2023
Q1 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
23.7KNew |
$1.79M - $2.02M
|
23.7K
$2.09M
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
23.6KNew |
$1.78M - $2.01M
|
23.6K
$2.08M
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
22.9KNew |
$1.73M - $1.96M
|
22.9K
$2.03M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
22.3K+ 97.12% |
$1.69M - $1.9M
|
45.3K
$4M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.5K+ 18.86% |
$1.63M - $1.83M
|
136K
$12M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.4K+ 23.25% |
$1.62M - $1.83M
|
114K
$10M
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
21.2KNew |
$1.6M - $1.8M
|
21.2K
$1.87M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21KNew |
$1.59M - $1.79M
|
21K
$1.85M
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
20.9KNew |
$1.57M - $1.78M
|
20.9K
$1.84M
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
20.8K+ 22.09% |
$1.57M - $1.78M
|
115K
$10.2M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19K+ 103.58% |
$1.43M - $1.62M
|
37.3K
$3.29M
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
18.3KNew |
$1.38M - $1.56M
|
18.3K
$1.62M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.5K+ 8.35% |
$1.32M - $1.49M
|
226K
$20M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.5K+ 5.18% |
$1.25M - $1.41M
|
336K
$29.6M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.6K+ 7.89% |
$1.18M - $1.33M
|
213K
$18.8M
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
15.3K+ 30.29% |
$1.15M - $1.3M
|
65.8K
$5.81M
|
|
Apr 17, 2023
Q1 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
15.2KNew |
$1.15M - $1.3M
|
15.2K
$1.34M
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
15KNew |
$1.13M - $1.28M
|
15K
$1.33M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.7K+ 33.71% |
$1.11M - $1.26M
|
58.5K
$5.16M
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
14.4K+ 140.72% |
$1.09M - $1.23M
|
24.7K
$2.18M
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14.4K+ 390.55% |
$1.09M - $1.23M
|
18.1K
$1.6M
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
14.3K+ 160.42% |
$1.08M - $1.22M
|
23.2K
$2.05M
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
13.6KNew |
$1.03M - $1.16M
|
13.6K
$1.2M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.3K+ 15.16% |
$1M - $1.13M
|
101K
$8.89M
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
12.9KNew |
$976K - $1.1M
|
12.9K
$1.14M
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
12.8K+ 370.89% |
$968K - $1.09M
|
16.3K
$1.44M
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
12.5KNew |
$944K - $1.07M
|
12.5K
$1.1M
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.5K+ 72.7% |
$940K - $1.06M
|
29.6K
$2.61M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.1K+ 229.45% |
$911K - $1.03M
|
17.3K
$1.53M
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
11.6KNew |
$878K - $991K
|
11.6K
$1.03M
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
11.5KNew |
$871K - $983K
|
11.5K
$1.02M
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
11.5K+ 18.5% |
$867K - $979K
|
73.6K
$6.5M
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
11.4K+ 169.96% |
$861K - $971K
|
18.1K
$1.6M
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
11.2KNew |
$849K - $958K
|
11.2K
$993K
|
|
May 15, 2023
Q1 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
11.2KNew |
$846K - $954K
|
11.2K
$989K
|