Purchases and Sales Made in Q1 2024 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q1 2024. 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 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-316- 9.84% |
$25.6K - $29.4K
|
2.9K
$257K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-325- 33.51% |
$26.3K - $30.2K
|
645
$57.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-329- 2.03% |
$26.6K - $30.6K
|
15.9K
$1.41M
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
SELL
|
- |
-340- 3.33% |
$27.5K - $31.6K
|
9.86K
$875K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-341- 5.14% |
$27.6K - $31.7K
|
6.3K
$559K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-343- 0.5% |
$27.8K - $31.9K
|
68.7K
$6.1M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-356- 1.2% |
$28.8K - $33.1K
|
29.2K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-356- 5.25% |
$28.8K - $33.1K
|
6.43K
$571K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-358- 10.64% |
$29K - $33.3K
|
3.01K
$267K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-360- 12.29% |
$29.2K - $33.4K
|
2.57K
$228K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-367- 42.97% |
$29.7K - $34.1K
|
487
$43.2K
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-368- 7.48% |
$29.8K - $34.2K
|
4.55K
$404K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-369- 11.21% |
$29.9K - $34.3K
|
2.92K
$259K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-371- 9.4% |
$30K - $34.5K
|
3.58K
$318K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-379- 5.99% |
$30.7K - $35.2K
|
5.95K
$528K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-388- 1.97% |
$31.4K - $36K
|
19.3K
$1.72M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-390- 9.03% |
$31.6K - $36.2K
|
3.93K
$349K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-390- 20.89% |
$31.6K - $36.2K
|
1.48K
$131K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-390- 18.68% |
$31.6K - $36.2K
|
1.7K
$151K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-395- 0.33% |
$32K - $36.7K
|
119K
$10.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-398- 6.71% |
$32.2K - $37K
|
5.54K
$492K
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-398- 2.38% |
$32.2K - $37K
|
16.3K
$1.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-408- 2.23% |
$33K - $37.9K
|
17.9K
$1.59M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-420- 1.56% |
$34K - $39K
|
26.5K
$2.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-421- 3.88% |
$34.1K - $39.1K
|
10.4K
$927K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-429- 3.97% |
$34.7K - $39.8K
|
10.4K
$921K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-446- 1.73% |
$36.1K - $41.4K
|
25.4K
$2.26M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-449- 98.68% |
$36.4K - $41.7K
|
6
$533
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-454- 1.41% |
$36.8K - $42.2K
|
31.6K
$2.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-485- 11.48% |
$39.3K - $45.1K
|
3.74K
$332K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-495- 13.3% |
$40.1K - $46K
|
3.23K
$287K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 5.6% |
$40.5K - $46.4K
|
8.42K
$748K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-502- 17.99% |
$40.7K - $46.6K
|
2.29K
$203K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-511- 69.34% |
$41.4K - $47.5K
|
226
$20.1K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-512- 2.12% |
$41.5K - $47.6K
|
23.6K
$2.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-525- 2.14% |
$42.5K - $48.8K
|
24K
$2.13M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-537- 7.04% |
$43.5K - $49.9K
|
7.09K
$629K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-555- 2.89% |
$44.9K - $51.6K
|
18.7K
$1.66M
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-555- 7.01% |
$44.9K - $51.6K
|
7.36K
$653K
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-564- 10.34% |
$45.7K - $52.4K
|
4.89K
$434K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-566- 73.79% |
$45.8K - $52.6K
|
201
$17.8K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-580- 6.21% |
$47K - $53.9K
|
8.76K
$778K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-641- 4.38% |
$51.9K - $59.5K
|
14K
$1.24M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-660- 8.48% |
$53.4K - $61.3K
|
7.12K
$632K
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-668- 1.93% |
$54.1K - $62.1K
|
34K
$3.02M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-674- 11.09% |
$54.6K - $62.6K
|
5.4K
$480K
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-680- 0.14% |
$55.1K - $63.2K
|
500K
$44.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-735- 55.77% |
$59.5K - $68.3K
|
583
$51.8K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-736- 5.2% |
$59.6K - $68.4K
|
13.4K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-738- 19.74% |
$59.8K - $68.6K
|
3K
$266K
|