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 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.51K+ 6.5% |
$103K - $126K
|
24.7K
$2.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
1.4K+ 10.13% |
$95.1K - $117K
|
15.2K
$1.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.38K+ 16.15% |
$94.2K - $116K
|
9.93K
$877K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.29K+ 5.25% |
$88K - $108K
|
25.9K
$2.28M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
1.28K+ 37.57% |
$87.5K - $108K
|
4.7K
$415K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.23KNew |
$83.8K - $103K
|
1.23K
$109K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
1.21K+ 32.94% |
$82.3K - $101K
|
4.87K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.17K+ 28.7% |
$80K - $98.3K
|
5.26K
$465K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.13K+ 3.86% |
$77.1K - $94.7K
|
30.4K
$2.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
1.12K+ 3.87% |
$76.3K - $93.7K
|
30.1K
$2.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.09K+ 16.94% |
$74.2K - $91.1K
|
7.51K
$663K
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.05K+ 0.88% |
$71.2K - $87.5K
|
120K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
990+ 3.14% |
$67.5K - $82.9K
|
32.5K
$2.87M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
973+ 6.99% |
$66.3K - $81.5K
|
14.9K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
919+ 8.26% |
$62.7K - $77K
|
12.1K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
919+ 8.26% |
$62.7K - $77K
|
12.1K
$1.06M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
909+ 15.67% |
$62K - $76.1K
|
6.71K
$593K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
885+ 28.81% |
$60.3K - $74.1K
|
3.96K
$349K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
842+ 4.85% |
$57.4K - $70.5K
|
18.2K
$1.61M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
833+ 2.75% |
$56.8K - $69.8K
|
31.2K
$2.75M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
825+ 11.35% |
$56.2K - $69.1K
|
8.09K
$714K
|
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
819+ 0.76% |
$55.8K - $68.6K
|
108K
$9.54M
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
801+ 8.12% |
$54.6K - $67.1K
|
10.7K
$942K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
800+ 14.08% |
$54.5K - $67K
|
6.48K
$572K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
790+ 0.99% |
$53.9K - $66.2K
|
80.5K
$7.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
776New |
$52.9K - $65K
|
776
$68.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
749+ 4.73% |
$51.1K - $62.7K
|
16.6K
$1.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Tamar Securities, LLC
|
BUY
|
- |
732+ 2.11% |
$49.9K - $61.3K
|
35.4K
$3.13M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
730+ 4.46% |
$49.8K - $61.1K
|
17.1K
$1.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
713New |
$48.6K - $59.7K
|
713
$63K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
705+ 4700.0% |
$48.1K - $59.1K
|
720
$63.6K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
695+ 5.9% |
$47.4K - $58.2K
|
12.5K
$1.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
683+ 16.63% |
$46.6K - $57.2K
|
4.79K
$423K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
661New |
$45.1K - $55.4K
|
661
$58.4K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
660+ 0.88% |
$45K - $55.3K
|
75.8K
$6.69M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
651+ 13.08% |
$44.4K - $54.5K
|
5.63K
$497K
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
630New |
$43K - $52.8K
|
630
$55.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
607+ 0.93% |
$41.4K - $50.8K
|
66K
$5.83M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
552+ 3.05% |
$37.6K - $46.2K
|
18.7K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
550+ 9.7% |
$37.5K - $46.1K
|
6.22K
$549K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
546+ 5.36% |
$37.2K - $45.7K
|
10.7K
$947K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
538+ 3.55% |
$36.7K - $45.1K
|
15.7K
$1.39M
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
515+ 11.79% |
$35.1K - $43.1K
|
4.88K
$431K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
500New |
$34.1K - $41.9K
|
500
$44.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
459+ 4.62% |
$31.3K - $38.4K
|
10.4K
$918K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
459+ 4.6% |
$31.3K - $38.4K
|
10.4K
$922K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
441New |
$30.1K - $36.9K
|
441
$38.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
433+ 17.67% |
$29.5K - $36.3K
|
2.88K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
416+ 11.4% |
$28.4K - $34.8K
|
4.07K
$359K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
388New |
$26.5K - $32.5K
|
388
$34.3K
|