Purchases and Sales Made in Q3 2024 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
342+ 1.66% |
$29.7K - $33.2K
|
21K
$1.86M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
340+ 6.17% |
$29.6K - $33K
|
5.85K
$519K
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
340+ 5.53% |
$29.6K - $33K
|
6.49K
$576K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
321New |
$27.9K - $31.2K
|
321
$28.5K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
282New |
$24.5K - $27.4K
|
282
$25K
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
275+ 11.89% |
$23.9K - $26.7K
|
2.59K
$230K
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
273+ 7.98% |
$23.7K - $26.5K
|
3.7K
$328K
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
254+ 3.05% |
$22.1K - $24.7K
|
8.59K
$762K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
248+ 5.66% |
$21.6K - $24.1K
|
4.63K
$411K
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
242+ 2.1% |
$21K - $23.5K
|
11.7K
$1.04M
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
242+ 3.58% |
$21K - $23.5K
|
6.99K
$621K
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
242+ 5.51% |
$21K - $23.5K
|
4.64K
$412K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
230+ 3.89% |
$20K - $22.3K
|
6.15K
$546K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
213+ 0.5% |
$18.5K - $20.7K
|
42.7K
$3.79M
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
200+ 4.42% |
$17.4K - $19.4K
|
4.72K
$419K
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
199+ 8.45% |
$17.3K - $19.3K
|
2.55K
$227K
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
175New |
$15.2K - $17K
|
175
$15.5K
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
168+ 0.2% |
$14.6K - $16.3K
|
83.7K
$7.43M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
165+ 5.18% |
$14.3K - $16K
|
3.35K
$297K
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
160+ 106.67% |
$13.9K - $15.5K
|
310
$27.5K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
160+ 4.41% |
$13.9K - $15.5K
|
3.79K
$336K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
150+ 10.14% |
$13K - $14.6K
|
1.63K
$145K
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
150+ 1.48% |
$13K - $14.6K
|
10.3K
$916K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
138+ 1.88% |
$12K - $13.4K
|
7.49K
$665K
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
130+ 2.45% |
$11.3K - $12.6K
|
5.43K
$482K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
120New |
$10.4K - $11.7K
|
120
$10.7K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
118+ 3.75% |
$10.3K - $11.5K
|
3.26K
$290K
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
116+ 3.58% |
$10.1K - $11.3K
|
3.36K
$298K
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
112+ 1.81% |
$9.74K - $10.9K
|
6.29K
$559K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
111+ 4.11% |
$9.65K - $10.8K
|
2.81K
$250K
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
109+ 4.31% |
$9.48K - $10.6K
|
2.64K
$234K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
105New |
$9.13K - $10.2K
|
105
$9.32K
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
104+ 71.72% |
$9.04K - $10.1K
|
249
$22.1K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
104+ 64.6% |
$9.04K - $10.1K
|
265
$23.5K
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
103+ 2.9% |
$8.96K - $10K
|
3.66K
$325K
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
98+ 2.7% |
$8.52K - $9.51K
|
3.73K
$331K
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
95+ 1.63% |
$8.26K - $9.22K
|
5.92K
$526K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
93New |
$8.09K - $9.03K
|
93
$8.26K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
89+ 12.57% |
$7.74K - $8.64K
|
797
$70.8K
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
87+ 0.32% |
$7.56K - $8.45K
|
26.9K
$2.39M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
87+ 2.91% |
$7.56K - $8.45K
|
3.08K
$273K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
81+ 9.41% |
$7.04K - $7.86K
|
942
$83.6K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
78+ 0.2% |
$6.78K - $7.57K
|
39K
$3.46M
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
68New |
$5.91K - $6.6K
|
68
$6.04K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
58+ 2.85% |
$5.04K - $5.63K
|
2.1K
$186K
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
57+ 0.84% |
$4.96K - $5.53K
|
6.83K
$606K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
55+ 2.48% |
$4.78K - $5.34K
|
2.28K
$202K
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
55+ 1.16% |
$4.78K - $5.34K
|
4.81K
$427K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
55+ 27.23% |
$4.78K - $5.34K
|
257
$22.8K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
55+ 1.73% |
$4.78K - $5.34K
|
3.23K
$287K
|