Purchases and Sales Made in Q3 2022 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.5K+ 33.33% |
$168K - $203K
|
9.99K
$887K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.49K+ 33.45% |
$168K - $203K
|
9.94K
$882K
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.44K+ 61.09% |
$164K - $199K
|
6.42K
$570K
|
|
|
Nov 04, 2022
Q3 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.4K+ 20.87% |
$162K - $196K
|
13.9K
$1.23M
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.26K+ 3.1% |
$152K - $184K
|
75.1K
$6.67M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
2.24K+ 6.01% |
$151K - $183K
|
39.5K
$3.51M
|
|
|
Nov 08, 2022
Q3 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.1K+ 4.13% |
$142K - $172K
|
53.1K
$4.71M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.08KNew |
$140K - $169K
|
2.08K
$184K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.05K+ 5.63% |
$138K - $167K
|
38.4K
$3.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.01K+ 72.44% |
$135K - $164K
|
4.79K
$425K
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2K+ 12.84% |
$135K - $163K
|
17.6K
$1.56M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.96K+ 14.14% |
$132K - $160K
|
15.8K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.92K+ 12.62% |
$129K - $157K
|
17.2K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.88K+ 1.78% |
$126K - $153K
|
107K
$9.52M
|
|
|
Nov 01, 2022
Q3 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.83K+ 3.22% |
$123K - $149K
|
58.6K
$5.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.73K+ 50.54% |
$117K - $141K
|
5.16K
$458K
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
1.71K+ 1.92% |
$115K - $140K
|
91.2K
$8.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
1.47K+ 37.95% |
$98.9K - $120K
|
5.34K
$474K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.43K+ 8.74% |
$96.5K - $117K
|
17.8K
$1.58M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.43K+ 8.74% |
$96.5K - $117K
|
17.8K
$1.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.37K+ 2.23% |
$91.9K - $111K
|
62.6K
$5.56M
|
|
|
Oct 24, 2022
Q3 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1.35K+ 3.79% |
$90.6K - $110K
|
36.9K
$3.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.32K+ 7.2% |
$88.9K - $108K
|
19.6K
$1.74M
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
1.29K+ 1.7% |
$86.8K - $105K
|
77K
$6.83M
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.25K+ 43.82% |
$84.2K - $102K
|
4.11K
$365K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
1.22K+ 11.81% |
$81.9K - $99.1K
|
11.5K
$1.02M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
1.2K+ 90.62% |
$80.6K - $97.7K
|
2.52K
$224K
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.16K+ 87.73% |
$78K - $94.4K
|
2.48K
$220K
|
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 8.02% |
$75.8K - $91.8K
|
15.2K
$1.35M
|
|
|
Oct 26, 2022
Q3 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.08K+ 1.68% |
$72.6K - $88K
|
65.4K
$5.81M
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
1.07K+ 9.97% |
$71.9K - $87.1K
|
11.8K
$1.05M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.06K+ 151.21% |
$71.6K - $86.7K
|
1.77K
$157K
|
|
|
Oct 19, 2022
Q3 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.02K+ 2.76% |
$68.7K - $83.2K
|
38K
$3.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.01K+ 4.27% |
$67.7K - $81.9K
|
24.6K
$2.18M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1K+ 2941.18% |
$67.3K - $81.5K
|
1.03K
$91.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
992New |
$66.8K - $80.9K
|
992
$88.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
924+ 2.56% |
$62.2K - $75.3K
|
37K
$3.29M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
907+ 7.68% |
$61.1K - $73.9K
|
12.7K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
905+ 3.34% |
$60.9K - $73.8K
|
28K
$2.48M
|
|
|
Nov 15, 2022
Q3 2022
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
856+ 2.57% |
$57.6K - $69.8K
|
34.2K
$3.04M
|
|
|
Oct 17, 2022
Q3 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
845+ 14.45% |
$56.9K - $68.9K
|
6.69K
$594K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
804+ 8.56% |
$54.1K - $65.5K
|
10.2K
$905K
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
BUY
|
- |
796+ 20.02% |
$53.6K - $64.9K
|
4.77K
$424K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
779+ 18.56% |
$52.4K - $63.5K
|
4.98K
$442K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
772+ 3.06% |
$52K - $62.9K
|
26K
$2.31M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
755New |
$50.8K - $61.5K
|
755
$67K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
749+ 10.01% |
$50.4K - $61.1K
|
8.23K
$731K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
725+ 10.8% |
$48.8K - $59.1K
|
7.44K
$660K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
718+ 3.68% |
$48.3K - $58.5K
|
20.2K
$1.8M
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
708+ 6.2% |
$47.7K - $57.7K
|
12.1K
$1.08M
|