Purchases and Sales Made in Q1 2022 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2022
Q1 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
413+ 12.48% |
$32.9K - $37.4K
|
3.72K
$330K
|
|
|
Apr 18, 2022
Q1 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
410+ 4.49% |
$32.7K - $37.1K
|
9.53K
$846K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
409+ 0.99% |
$32.6K - $37K
|
41.7K
$3.7M
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
405+ 2.12% |
$32.3K - $36.7K
|
19.5K
$1.73M
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
391+ 6.06% |
$31.2K - $35.4K
|
6.84K
$607K
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
383+ 2.72% |
$30.6K - $34.7K
|
14.5K
$1.28M
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
BUY
|
- |
383+ 5.01% |
$30.6K - $34.7K
|
8.03K
$713K
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
382+ 6.38% |
$30.5K - $34.6K
|
6.37K
$565K
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
376+ 4.35% |
$30K - $34K
|
9.03K
$801K
|
|
|
Apr 14, 2022
Q1 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
375+ 1.79% |
$29.9K - $33.9K
|
21.4K
$1.9M
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
358+ 11.67% |
$28.6K - $32.4K
|
3.43K
$304K
|
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
353+ 48.36% |
$28.2K - $32K
|
1.08K
$96.1K
|
|
|
Apr 14, 2022
Q1 2022
|
Family Legacy, Inc.
|
BUY
|
- |
340+ 2.08% |
$27.1K - $30.8K
|
16.7K
$1.48M
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
336+ 1.6% |
$26.8K - $30.4K
|
21.3K
$1.89M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
331+ 17.42% |
$26.4K - $30K
|
2.23K
$198K
|
|
|
May 10, 2022
Q1 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
326+ 4.69% |
$26K - $29.5K
|
7.28K
$646K
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
312New |
$24.9K - $28.2K
|
312
$27.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
312New |
$24.9K - $28.2K
|
312
$27.7K
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
300+ 1.49% |
$23.9K - $27.2K
|
20.4K
$1.81M
|
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
300+ 11.54% |
$23.9K - $27.2K
|
2.9K
$257K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
280+ 161.85% |
$22.3K - $25.3K
|
453
$40.2K
|
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
277+ 0.23% |
$22.1K - $25.1K
|
122K
$10.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
271New |
$21.6K - $24.5K
|
271
$24K
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
270+ 9.37% |
$21.5K - $24.4K
|
3.15K
$280K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
262New |
$20.9K - $23.7K
|
262
$23.2K
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
BUY
|
- |
259+ 2.88% |
$20.7K - $23.4K
|
9.26K
$821K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
252+ 27.48% |
$20.1K - $22.8K
|
1.17K
$104K
|
|
|
Apr 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
250+ 6.24% |
$19.9K - $22.6K
|
4.26K
$378K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
250+ 11.54% |
$19.9K - $22.6K
|
2.42K
$214K
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
246+ 7.77% |
$19.6K - $22.3K
|
3.41K
$303K
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
BUY
|
- |
241+ 0.81% |
$19.2K - $21.8K
|
30K
$2.66M
|
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
231+ 0.68% |
$18.4K - $20.9K
|
34.3K
$3.04M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
216+ 191.15% |
$17.2K - $19.6K
|
329
$29.2K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
213+ 3.79% |
$17K - $19.3K
|
5.83K
$518K
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
212+ 1.89% |
$16.9K - $19.2K
|
11.4K
$1.01M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
207+ 0.51% |
$16.5K - $18.7K
|
40.7K
$3.62M
|
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
BUY
|
- |
200+ 4.6% |
$16K - $18.1K
|
4.55K
$404K
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
183+ 4.52% |
$14.6K - $16.6K
|
4.23K
$375K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
179+ 4.13% |
$14.3K - $16.2K
|
4.52K
$401K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
179+ 4.78% |
$14.3K - $16.2K
|
3.92K
$348K
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
178+ 1.88% |
$14.2K - $16.1K
|
9.67K
$858K
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
165+ 3.42% |
$13.2K - $14.9K
|
4.99K
$442K
|
|
|
May 19, 2022
Q1 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
151+ 1.36% |
$12K - $13.7K
|
11.2K
$998K
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
BUY
|
- |
150+ 4.82% |
$12K - $13.6K
|
3.26K
$290K
|
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
134+ 0.98% |
$10.7K - $12.1K
|
13.8K
$1.23M
|
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
BUY
|
- |
130+ 1.89% |
$10.4K - $11.8K
|
7.02K
$623K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
126+ 17.92% |
$10.1K - $11.4K
|
829
$73.6K
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
117+ 16.07% |
$9.33K - $10.6K
|
845
$75K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
110+ 0.56% |
$8.77K - $9.96K
|
19.6K
$1.74M
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
103+ 1.4% |
$8.22K - $9.32K
|
7.47K
$663K
|