Purchases and Sales Made in Q2 2024 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-29- 3.52% |
$2.56K - $2.7K
|
795
$70.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-31- 0.79% |
$2.74K - $2.88K
|
3.89K
$346K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-34- 1.62% |
$3K - $3.16K
|
2.07K
$184K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-40- 0.93% |
$3.53K - $3.72K
|
4.28K
$380K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-43- 1.69% |
$3.8K - $4K
|
2.5K
$222K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-43- 0.52% |
$3.8K - $4K
|
8.18K
$726K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-44- 1.55% |
$3.88K - $4.09K
|
2.79K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-48- 0.4% |
$4.24K - $4.47K
|
12K
$1.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-54- 23.38% |
$4.77K - $5.03K
|
177
$15.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-54- 0.87% |
$4.77K - $5.03K
|
6.17K
$548K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-55- 1.6% |
$4.86K - $5.12K
|
3.37K
$299K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-56- 1.19% |
$4.94K - $5.21K
|
4.63K
$411K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-59- 0.99% |
$5.21K - $5.49K
|
5.89K
$523K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-61- 15.6% |
$5.39K - $5.68K
|
330
$29.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-61- 30.65% |
$5.39K - $5.68K
|
138
$12.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-63- 4.78% |
$5.56K - $5.86K
|
1.25K
$111K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-65- 0.28% |
$5.74K - $6.05K
|
23.5K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-68- 2.32% |
$6K - $6.33K
|
2.87K
$255K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-69- 0.6% |
$6.09K - $6.42K
|
11.5K
$1.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-70- 1.19% |
$6.18K - $6.51K
|
5.83K
$517K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-71- 2.32% |
$6.27K - $6.61K
|
2.99K
$265K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
SELL
|
- |
-72- 2.23% |
$6.36K - $6.7K
|
3.16K
$280K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-75- 2.17% |
$6.62K - $6.98K
|
3.37K
$300K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-77- 25.67% |
$6.8K - $7.17K
|
223
$19.8K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-77- 3.06% |
$6.8K - $7.17K
|
2.44K
$217K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-78- 1.25% |
$6.89K - $7.26K
|
6.16K
$547K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-80- 5.49% |
$7.06K - $7.44K
|
1.38K
$122K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-93- 34.44% |
$8.21K - $8.65K
|
177
$15.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-93- 2.3% |
$8.21K - $8.65K
|
3.96K
$352K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-95- 2.24% |
$8.39K - $8.84K
|
4.15K
$369K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-95- 0.5% |
$8.39K - $8.84K
|
19K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-100- 0.82% |
$8.83K - $9.31K
|
12K
$1.07M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-100- 25.64% |
$8.83K - $9.31K
|
290
$25.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-100- 0.19% |
$8.83K - $9.31K
|
52.4K
$4.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-101- 3.98% |
$8.92K - $9.4K
|
2.44K
$216K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-102- 0.38% |
$9K - $9.49K
|
26.9K
$2.38M
|
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-105- 1.43% |
$9.27K - $9.77K
|
7.26K
$644K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-106- 1.91% |
$9.36K - $9.86K
|
5.43K
$482K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-111- 45.31% |
$9.8K - $10.3K
|
134
$11.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-112- 2.47% |
$9.89K - $10.4K
|
4.43K
$393K
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-115- 4.14% |
$10.2K - $10.7K
|
2.67K
$237K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-117- 4.04% |
$10.3K - $10.9K
|
2.78K
$247K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-122- 10.87% |
$10.8K - $11.4K
|
1K
$88.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-124- 0.62% |
$10.9K - $11.5K
|
19.8K
$1.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-144- 0.6% |
$12.7K - $13.4K
|
23.8K
$2.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-150- 3.0% |
$13.2K - $14K
|
4.85K
$431K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-151- 0.42% |
$13.3K - $14.1K
|
36.2K
$3.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-152- 2.14% |
$13.4K - $14.1K
|
6.94K
$616K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-155- 5.79% |
$13.7K - $14.4K
|
2.52K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-156- 4.07% |
$13.8K - $14.5K
|
3.68K
$326K
|