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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 12.82% |
$378 - $426
|
34
$3K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-5- 0.33% |
$378 - $426
|
1.5K
$132K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-5- 0.5% |
$378 - $426
|
993
$87.7K
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-7- 8.64% |
$529 - $596
|
74
$6.53K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7- 0.04% |
$529 - $596
|
16.1K
$1.42M
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-10- 0.33% |
$755 - $852
|
3.01K
$266K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-10- 4.29% |
$755 - $852
|
223
$19.7K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13- 1.82% |
$982 - $1.11K
|
700
$61.8K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-14- 0.11% |
$1.06K - $1.19K
|
12.5K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-15- 0.04% |
$1.13K - $1.28K
|
36.6K
$3.23M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-18- 0.97% |
$1.36K - $1.53K
|
1.84K
$162K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-20- 1.47% |
$1.51K - $1.7K
|
1.34K
$118K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-25- 0.17% |
$1.89K - $2.13K
|
14.6K
$1.29M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-27Closed |
$2.04K - $2.3K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-27- 0.88% |
$2.04K - $2.3K
|
3.04K
$268K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-28- 0.77% |
$2.11K - $2.39K
|
3.62K
$320K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-31- 41.89% |
$2.34K - $2.64K
|
43
$3.8K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-31- 0.18% |
$2.34K - $2.64K
|
17K
$1.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-35- 4.93% |
$2.64K - $2.98K
|
675
$59.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-42- 0.64% |
$3.17K - $3.58K
|
6.56K
$579K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-43Closed |
$3.25K - $3.66K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-48- 0.24% |
$3.62K - $4.09K
|
19.7K
$1.74M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-49- 94.23% |
$3.7K - $4.18K
|
3
$265
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-49- 87.5% |
$3.7K - $4.18K
|
7
$618
|
|
|
May 10, 2023
Q1 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-50- 62.5% |
$3.78K - $4.26K
|
30
$2.65K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-61- 1.5% |
$4.61K - $5.2K
|
4K
$353K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-62- 6.61% |
$4.68K - $5.28K
|
876
$77.3K
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-65- 1.42% |
$4.91K - $5.54K
|
4.52K
$399K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-65- 0.46% |
$4.91K - $5.54K
|
14.2K
$1.25M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-66- 1.41% |
$4.98K - $5.62K
|
4.63K
$408K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-68- 1.55% |
$5.13K - $5.79K
|
4.32K
$382K
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-69- 11.31% |
$5.21K - $5.88K
|
541
$47.8K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-70- 1.3% |
$5.29K - $5.96K
|
5.33K
$471K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-74- 0.34% |
$5.59K - $6.31K
|
21.5K
$1.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-76- 6.85% |
$5.74K - $6.48K
|
1.03K
$91.3K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-77- 4.23% |
$5.81K - $6.56K
|
1.74K
$154K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-78- 20.69% |
$5.89K - $6.65K
|
299
$26.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-83- 3.04% |
$6.27K - $7.07K
|
2.64K
$233K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-83- 2.49% |
$6.27K - $7.07K
|
3.25K
$287K
|
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-83- 0.91% |
$6.27K - $7.07K
|
9.08K
$802K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-85- 3.2% |
$6.42K - $7.24K
|
2.57K
$227K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-85- 2.73% |
$6.42K - $7.24K
|
3.03K
$268K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-86- 0.51% |
$6.49K - $7.33K
|
16.9K
$1.49M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-94- 96.91% |
$7.1K - $8.01K
|
3
$265
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-97- 1.28% |
$7.32K - $8.27K
|
7.48K
$661K
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-100- 0.56% |
$7.55K - $8.52K
|
17.7K
$1.56M
|
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-103- 1.73% |
$7.78K - $8.78K
|
5.85K
$517K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-105- 1.21% |
$7.93K - $8.95K
|
8.58K
$757K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-110- 6.7% |
$8.31K - $9.37K
|
1.53K
$135K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-111- 6.67% |
$8.38K - $9.46K
|
1.55K
$137K
|