Purchases and Sales Made in Q1 2023 in Select Sector Spdr Fd Material (XLB)

XLB Quotes by TradingView

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 16, 2023 Q1 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
3.93K
New
$297K - $335K
3.93K $347K
May 17, 2023 Q1 2023
Apexium Financial, LP

BUY
 -
3.86K
+ 94.93%
$291K - $329K
7.93K $700K
May 12, 2023 Q1 2023
Trust Asset Management LLC

Houston, TX
BUY
 -
3.85K
+ 3.03%
$291K - $328K
131K $11.6M
Dec 11, 2023 Q1 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
3.79K
New
$286K - $323K
3.79K $335K
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
3.66K
+ 12.02%
$276K - $312K
34.1K $3.01M
May 04, 2023 Q1 2023
Cypress Capital Group

BUY
 -
3.62K
New
$273K - $309K
3.62K $320K
May 05, 2023 Q1 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
3.43K
+ 65.7%
$259K - $293K
8.66K $765K
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
3.33K
New
$252K - $284K
3.33K $294K
Apr 06, 2023 Q1 2023
Fulcrum Equity Management

BUY
 -
3.33K
New
$252K - $284K
3.33K $294K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
3.33K
+ 2.04%
$251K - $284K
166K $14.7M
May 15, 2023 Q1 2023
Lavaca Capital LLC

Houston, TX
BUY
 -
3.28K
New
$248K - $279K
3.28K $290K
May 11, 2023 Q1 2023
Cohen Lawrence B

Boston, MA
BUY
 -
3.24K
+ 12.79%
$245K - $276K
28.6K $2.53M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
3.12K
New
$236K - $266K
3.12K $275K
Apr 11, 2023 Q1 2023
Rmr Wealth Builders

BUY
 -
3K
New
$226K - $255K
3K $265K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
2.95K
New
$223K - $252K
2.95K $261K
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
2.95K
New
$223K - $251K
2.95K $260K
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
2.92K
+ 4.82%
$220K - $249K
63.5K $5.61M
May 11, 2023 Q1 2023
Kennicott Capital Management LLC

BUY
 -
2.89K
+ 60.54%
$219K - $247K
7.67K $678K
May 04, 2023 Q1 2023
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
2.88K
+ 3.39%
$217K - $245K
87.7K $7.74M
Apr 21, 2023 Q1 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
2.85K
+ 422.73%
$215K - $242K
3.52K $311K
Apr 26, 2023 Q1 2023
Safeguard Financial, LLC

BUY
 -
2.81K
New
$212K - $239K
2.81K $248K
May 12, 2023 Q1 2023
Connolly Sarah T.

Boston, MA
BUY
 -
2.68K
+ 17.67%
$202K - $228K
17.9K $1.58M
Apr 17, 2023 Q1 2023
Colton Groome Financial Advisors, LLC

BUY
 -
2.65K
+ 47.36%
$200K - $226K
8.25K $729K
Apr 13, 2023 Q1 2023
Secure Asset Management, LLC

BUY
 -
2.59K
New
$196K - $221K
2.59K $229K
Feb 02, 2024 Q1 2023
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
2.59K
New
$195K - $221K
2.59K $228K
May 15, 2023 Q1 2023
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
2.57K
New
$194K - $219K
2.57K $226K
May 08, 2023 Q1 2023
Means Investment Co., Inc.

BUY
 -
2.56K
New
$193K - $218K
2.56K $226K
Sep 12, 2023 Q1 2023
Dcm Advisors, LLC

New York, NY
BUY
 -
2.54K
New
$192K - $217K
2.54K $225K
May 15, 2023 Q1 2023
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
2.54K
New
$192K - $216K
2.54K $224K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.5K
+ 14.65%
$189K - $213K
19.6K $1.73M
May 12, 2023 Q1 2023
Black Swift Group, LLC

Boulder, CO
BUY
 -
2.5K
New
$189K - $213K
2.5K $221K
May 11, 2023 Q1 2023
Mmbg Investment Advisors Co.

BUY
 -
2.5K
New
$189K - $213K
2.5K $221K
Apr 27, 2023 Q1 2023
Capital Insight Partners, LLC

BUY
 -
2.47K
+ 5.24%
$187K - $211K
49.7K $4.39M
May 11, 2023 Q1 2023
M&T Bank Corp

BUY
 -
2.4K
+ 21.37%
$182K - $205K
13.7K $1.21M
May 15, 2023 Q1 2023
C2 C Wealth Management, LLC

BUY
 -
2.4K
+ 13.52%
$181K - $205K
20.1K $1.78M
May 16, 2023 Q1 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
2.35K
+ 25.32%
$177K - $200K
11.6K $1.03M
May 04, 2023 Q1 2023
Ifrah Financial Services, Inc.

BUY
 -
2.32K
+ 75.92%
$175K - $198K
5.38K $475K
Apr 10, 2023 Q1 2023
Cmh Wealth Management LLC

BUY
 -
2.21K
+ 3.85%
$166K - $188K
59.4K $5.25M
May 15, 2023 Q1 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
2.18K
New
$164K - $186K
2.18K $192K
May 10, 2023 Q1 2023
Bfsg, LLC

BUY
 -
2.03K
+ 54.56%
$154K - $173K
5.76K $509K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.98K
+ 12.33%
$150K - $169K
18.1K $1.6M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
1.86K
+ 7.86%
$140K - $158K
25.5K $2.25M
May 15, 2023 Q1 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
1.83K
+ 78.73%
$138K - $156K
4.15K $366K
Apr 18, 2023 Q1 2023
Donald L. Hagan, LLC

BUY
 -
1.79K
+ 37.13%
$135K - $152K
6.6K $582K
Apr 10, 2023 Q1 2023
Clarus Wealth Advisors

BUY
 -
1.75K
+ 12.65%
$132K - $149K
15.5K $1.37M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.72K
+ 7.12%
$130K - $147K
25.9K $2.29M
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.7K
+ 32.14%
$129K - $145K
7K $618K
Nov 27, 2023 Q1 2023
Usa Financial Portformulas Corp

Ada, MI
BUY
 -
1.7K
New
$128K - $145K
1.7K $150K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
1.67K
+ 113.79%
$126K - $142K
3.13K $277K

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