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 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.65K+ 59.86% |
$125K - $141K
|
4.41K
$392K
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.61KNew |
$121K - $137K
|
1.61K
$143K
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.5K+ 16.95% |
$113K - $128K
|
10.4K
$919K
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.49K+ 11.13% |
$112K - $127K
|
14.9K
$1.32M
|
|
May 12, 2023
Q1 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
1.42K+ 4.14% |
$107K - $121K
|
35.6K
$3.16M
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.4K+ 3333.33% |
$106K - $119K
|
1.44K
$128K
|
|
May 11, 2023
Q1 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
1.39K+ 16.97% |
$105K - $119K
|
9.6K
$852K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.36KNew |
$102K - $116K
|
1.36K
$120K
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.32K+ 2.03% |
$99.6K - $112K
|
66.2K
$5.88M
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.27K+ 41.1% |
$95.5K - $108K
|
4.34K
$386K
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
1.25K+ 4.57% |
$94.4K - $107K
|
28.6K
$2.54M
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.24K+ 25.83% |
$93.6K - $106K
|
6.04K
$536K
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.22K+ 0.83% |
$92.2K - $104K
|
149K
$13.2M
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.21K+ 40.37% |
$91.4K - $103K
|
4.21K
$374K
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.19K+ 35.35% |
$90.1K - $102K
|
4.57K
$406K
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.14K+ 2.61% |
$85.9K - $96.9K
|
44.6K
$3.96M
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.1KNew |
$83.1K - $93.7K
|
1.1K
$97.7K
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.1K+ 2.2% |
$82.9K - $93.6K
|
50.9K
$4.52M
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.03K+ 8.32% |
$77.7K - $87.7K
|
13.4K
$1.19M
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
1.02K+ 14.54% |
$76.7K - $86.6K
|
8.01K
$711K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1KNew |
$75.7K - $85.4K
|
1K
$89K
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
987+ 20.61% |
$74.5K - $84.1K
|
5.78K
$513K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
965New |
$72.9K - $82.2K
|
965
$85.7K
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
922+ 5.52% |
$69.6K - $78.6K
|
17.6K
$1.56M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
919+ 13.34% |
$69.4K - $78.3K
|
7.81K
$693K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
905+ 312.07% |
$68.3K - $77.1K
|
1.2K
$106K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
871+ 3.37% |
$65.8K - $74.2K
|
26.7K
$2.37M
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
830+ 2.76% |
$62.7K - $70.7K
|
30.9K
$2.74M
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
804+ 15.77% |
$60.7K - $68.5K
|
5.9K
$524K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
771+ 3.86% |
$58.2K - $65.7K
|
20.8K
$1.84M
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
763+ 4.92% |
$57.6K - $65K
|
16.3K
$1.44M
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
710+ 4.57% |
$53.6K - $60.5K
|
16.3K
$1.44M
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
705+ 26.68% |
$53.2K - $60.1K
|
3.35K
$297K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
699+ 5.69% |
$52.8K - $59.6K
|
13K
$1.15M
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
695+ 60.43% |
$52.5K - $59.2K
|
1.85K
$164K
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
684New |
$51.6K - $58.3K
|
684
$60.7K
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
660+ 6.76% |
$49.8K - $56.2K
|
10.4K
$925K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
639+ 23.99% |
$48.3K - $54.4K
|
3.3K
$293K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
635+ 1.39% |
$47.9K - $54.1K
|
46.3K
$4.11M
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
621+ 8.27% |
$46.9K - $52.9K
|
8.13K
$722K
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
620+ 11.02% |
$46.8K - $52.8K
|
6.25K
$555K
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
566+ 18.81% |
$42.7K - $48.2K
|
3.58K
$317K
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
526+ 3.38% |
$39.7K - $44.8K
|
16.1K
$1.43M
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
500New |
$37.8K - $42.6K
|
500
$44.4K
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
500New |
$37.8K - $42.6K
|
500
$44.4K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
487+ 1.77% |
$36.8K - $41.5K
|
28.1K
$2.49M
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
477+ 136.29% |
$36K - $40.6K
|
827
$73.4K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
465New |
$35.1K - $39.6K
|
465
$41.3K
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
453+ 4.36% |
$34.2K - $38.6K
|
10.9K
$963K
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
453+ 4.34% |
$34.2K - $38.6K
|
10.9K
$968K
|