Purchases and Sales Made in Q1 2023 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 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
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
101
+ 4.91%
$7.63K - $8.61K
2.16K $191K
Aug 13, 2024 Q1 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
100
+ 2.86%
$7.55K - $8.52K
3.6K $318K
May 11, 2023 Q1 2023
Nvwm, LLC

BUY
 -
98
+ 1.63%
$7.4K - $8.35K
6.12K $540K
Apr 26, 2023 Q1 2023
Sabal Trust CO

BUY
 -
92
+ 1.01%
$6.95K - $7.84K
9.16K $809K
Apr 24, 2023 Q1 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
90
+ 34.88%
$6.8K - $7.67K
348 $30.7K
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
88
+ 0.97%
$6.64K - $7.5K
9.18K $811K
May 10, 2023 Q1 2023
Amg National Trust Bank

BUY
 -
85
+ 0.37%
$6.42K - $7.24K
22.9K $2.02M
May 08, 2023 Q1 2023
Plante Moran Financial Advisors, LLC

BUY
 -
78
+ 33.33%
$5.89K - $6.65K
312 $27.5K
May 02, 2023 Q1 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
77
New
$5.81K - $6.56K
77 $6.8K
Apr 28, 2023 Q1 2023
West End Advisors, LLC

BUY
 -
74
New
$5.59K - $6.31K
74 $6.53K
May 10, 2023 Q1 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
69
+ 12.75%
$5.21K - $5.88K
610 $53.9K
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
68
+ 33.33%
$5.13K - $5.79K
272 $24K
Apr 27, 2023 Q1 2023
Comerica Securities,Inc.

BUY
 -
64
+ 0.55%
$4.83K - $5.45K
11.8K $1.04M
Apr 26, 2023 Q1 2023
Lindbrook Capital, LLC

BUY
 -
54
+ 490.91%
$4.08K - $4.6K
65 $5.74K
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
54
+ 1.36%
$4.08K - $4.6K
4.01K $354K
May 08, 2023 Q1 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
51
New
$3.85K - $4.35K
51 $4.5K
Aug 01, 2024 Q1 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
48
+ 177.78%
$3.62K - $4.09K
75 $6.62K
Apr 11, 2023 Q1 2023
Roberts Wealth Advisors, LLC

BUY
 -
45
+ 1.26%
$3.4K - $3.83K
3.61K $318K
May 09, 2023 Q1 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
44
New
$3.32K - $3.75K
44 $3.88K
Apr 11, 2023 Q1 2023
Obsidian Personal Planning Solutions LLC

BUY
 -
41
+ 0.16%
$3.1K - $3.49K
25.4K $2.25M
Jun 20, 2023 Q1 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
41
New
$3.1K - $3.49K
41 $3.62K
May 02, 2023 Q1 2023
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
38
+ 0.58%
$2.87K - $3.24K
6.63K $586K
Apr 11, 2023 Q1 2023
Sage Capital Advisors,Llc

BUY
 -
32
+ 0.29%
$2.42K - $2.73K
11.2K $992K
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
30
+ 38.46%
$2.27K - $2.56K
108 $9.54K
Apr 27, 2023 Q1 2023
Rice Partnership, LLC

BUY
 -
30
New
$2.27K - $2.56K
30 $2.65K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
28
+ 0.54%
$2.11K - $2.39K
5.21K $460K
May 05, 2023 Q1 2023
Horizon Family Wealth, Inc.

BUY
 -
26
+ 0.96%
$1.96K - $2.22K
2.73K $241K
Apr 26, 2023 Q1 2023
Pinnacle Financial Partners Inc

BUY
 -
20
+ 0.23%
$1.51K - $1.7K
8.91K $786K
Apr 26, 2024 Q1 2023
Prestige Wealth Management Group LLC

BUY
 -
20
New
$1.51K - $1.7K
20 $1.77K
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
18
+ 0.59%
$1.36K - $1.53K
3.07K $271K
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
16
+ 0.43%
$1.21K - $1.36K
3.75K $331K
May 08, 2023 Q1 2023
Private Wealth Strategies, L.L.C.

BUY
 -
13
+ 0.31%
$982 - $1.11K
4.16K $367K
May 10, 2023 Q1 2023
Rock Creek Group, LP

BUY
 -
12
+ 0.71%
$906 - $1.02K
1.69K $150K
May 03, 2023 Q1 2023
Dt Investment Partners, LLC

BUY
 -
10
+ 14.49%
$755 - $852
79 $6.97K
May 15, 2023 Q1 2023
First Manhattan CO

New York, NY
BUY
 -
10
+ 4.78%
$755 - $852
219 $19.3K
Apr 11, 2023 Q1 2023
Grassi Investment Management

BUY
 -
7
+ 0.06%
$529 - $596
11.9K $1.05M
Apr 17, 2023 Q1 2023
Byrne Asset Management LLC

BUY
 -
5
+ 1.28%
$378 - $426
395 $34.9K
May 12, 2023 Q1 2023
Bollard Group LLC

Boston, MA
BUY
 -
4
+ 0.37%
$302 - $341
1.07K $94.7K
Apr 11, 2023 Q1 2023
Wedmont Private Capital

BUY
 -
3
+ 0.06%
$227 - $256
4.64K $410K
May 05, 2023 Q1 2023
Meridian Investment Counsel Inc.

Lafayette, CA
BUY
 -
3
+ 0.01%
$227 - $256
28.5K $2.51M
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

BUY
 -
3
+ 0.09%
$227 - $256
3.5K $309K
May 10, 2023 Q1 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
1
+ 0.17%
$75.5 - $85.2
584 $51.6K
May 15, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
1
+ 0.22%
$75.5 - $85.2
452 $39.9K
May 10, 2023 Q1 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
1
+ 0.55%
$75.5 - $85.2
182 $16.1K
May 10, 2023 Q1 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
1
+ 2.63%
$75.5 - $85.2
39 $3.44K
May 08, 2023 Q1 2023
Tfc Financial Management

BUY
 -
1
+ 0.33%
$75.5 - $85.2
303 $26.8K
Apr 10, 2023 Q1 2023
Chemistry Wealth Management LLC

New York, NY
BUY
 -
1
+ 0.03%
$75.5 - $85.2
3.99K $352K
Apr 25, 2023 Q1 2023
Busey Wealth Management

SELL
 -
-3
- 0.02%
$227 - $256
16.4K $1.45M
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-4
- 0.01%
$302 - $341
74.8K $6.61M

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