Purchases and Sales Made in Q4 2024 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
114K+ 220.82% |
$9.54M - $11.1M
|
165K
$14.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
106K+ 106.06% |
$8.92M - $10.4M
|
207K
$18.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
38.7K+ 216.85% |
$3.24M - $3.77M
|
56.5K
$5.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
26K+ 38.86% |
$2.18M - $2.53M
|
92.8K
$8.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
20.6KNew |
$1.72M - $2.01M
|
20.6K
$1.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
18KNew |
$1.51M - $1.75M
|
18K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
17KNew |
$1.42M - $1.66M
|
17K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
15.4KNew |
$1.29M - $1.5M
|
15.4K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
14KNew |
$1.17M - $1.36M
|
14K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.73K+ 91.84% |
$815K - $949K
|
20.3K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
9.47KNew |
$794K - $924K
|
9.47K
$841K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.37K+ 13.96% |
$785K - $914K
|
76.5K
$6.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
8.65KNew |
$725K - $844K
|
8.65K
$767K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.31K+ 3.27% |
$445K - $518K
|
168K
$14.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.2KNew |
$436K - $507K
|
5.2K
$461K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.96KNew |
$415K - $484K
|
4.96K
$440K
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
4.86K+ 11.67% |
$408K - $475K
|
46.5K
$4.13M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
3.57K+ 11.12% |
$300K - $349K
|
35.7K
$3.17M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.35K+ 14.43% |
$281K - $327K
|
26.6K
$2.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.31K+ 7.26% |
$278K - $323K
|
49K
$4.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.69K+ 77.15% |
$226K - $263K
|
6.18K
$548K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.69KNew |
$225K - $262K
|
2.69K
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
2.65K+ 6.28% |
$222K - $258K
|
44.7K
$3.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.64K+ 7.85% |
$221K - $257K
|
36.2K
$3.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.19K+ 19.67% |
$184K - $214K
|
13.3K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.9K+ 9.42% |
$159K - $185K
|
22K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.78K+ 54.68% |
$149K - $174K
|
5.04K
$448K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.73K+ 54.2% |
$145K - $169K
|
4.93K
$437K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.51K+ 42.56% |
$127K - $148K
|
5.07K
$450K
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.45K+ 2.42% |
$121K - $141K
|
61K
$5.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.33KNew |
$111K - $130K
|
1.33K
$118K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.28K+ 7.8% |
$107K - $125K
|
17.7K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.28K+ 2.35% |
$107K - $125K
|
55.6K
$4.93M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.09K+ 9.3% |
$91.1K - $106K
|
12.8K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.07K+ 18.26% |
$89.5K - $104K
|
6.92K
$614K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.06K+ 7.11% |
$88.5K - $103K
|
15.9K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.01K+ 5.86% |
$84.9K - $98.8K
|
18.3K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1K+ 8.35% |
$84.1K - $97.9K
|
13K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1K+ 4.66% |
$84.1K - $97.9K
|
22.5K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1K+ 15.4% |
$83.8K - $97.6K
|
7.49K
$665K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
966+ 15.11% |
$81K - $94.3K
|
7.36K
$653K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
920+ 1.53% |
$77.1K - $89.8K
|
61.1K
$5.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
866+ 4.19% |
$72.6K - $84.5K
|
21.5K
$1.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
842+ 6.65% |
$70.6K - $82.2K
|
13.5K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
729+ 6.21% |
$61.1K - $71.1K
|
12.5K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
670+ 3.81% |
$56.1K - $65.4K
|
18.2K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
626+ 1.97% |
$52.5K - $61.1K
|
32.4K
$2.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
617+ 5.07% |
$51.7K - $60.2K
|
12.8K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
595+ 3.06% |
$49.9K - $58.1K
|
20.1K
$1.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
551+ 9.14% |
$46.2K - $53.8K
|
6.58K
$584K
|