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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.5K+ 2.14% |
$997K - $1.11M
|
547K
$46.9M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11K+ 20.21% |
$954K - $1.07M
|
65.2K
$5.6M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.6KNew |
$921K - $1.03M
|
10.6K
$909K
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.4KNew |
$906K - $1.01M
|
10.4K
$894K
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
10.4KNew |
$900K - $1M
|
10.4K
$888K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.68K+ 104.69% |
$755K - $843K
|
17K
$1.46M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.43K+ 14.44% |
$733K - $819K
|
66.9K
$5.74M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
8.3K+ 219.81% |
$722K - $806K
|
12.1K
$1.04M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
8.26K+ 5.36% |
$718K - $802K
|
162K
$13.9M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.2K+ 77.81% |
$713K - $796K
|
18.7K
$1.61M
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
8.01K+ 8.67% |
$696K - $777K
|
100K
$8.61M
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
7.73KNew |
$672K - $750K
|
7.73K
$663K
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
7.73K+ 163.55% |
$672K - $750K
|
12.5K
$1.07M
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
7.53K+ 4.16% |
$655K - $731K
|
188K
$16.2M
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
7.22KNew |
$627K - $701K
|
7.22K
$619K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.98K+ 277.06% |
$607K - $678K
|
9.5K
$815K
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
6.98KNew |
$607K - $677K
|
6.98K
$598K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.94K+ 1.31% |
$603K - $674K
|
537K
$46.1M
|
|
Nov 13, 2024
Q3 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
6.91KNew |
$601K - $671K
|
6.91K
$593K
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.72KNew |
$585K - $653K
|
6.72K
$577K
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
6.56K+ 16.78% |
$570K - $637K
|
45.7K
$3.92M
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
6.43K+ 25.24% |
$559K - $624K
|
31.9K
$2.74M
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
6.32K+ 14.06% |
$549K - $614K
|
51.3K
$4.4M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.51K+ 73.19% |
$479K - $535K
|
13K
$1.12M
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
5.31K+ 7.57% |
$462K - $516K
|
75.5K
$6.48M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.17K+ 4.72% |
$450K - $502K
|
115K
$9.85M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
5.02K+ 18.49% |
$436K - $487K
|
32.2K
$2.76M
|
|
Feb 05, 2025
Q3 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4.95KNew |
$430K - $481K
|
4.95K
$425K
|
|
Nov 14, 2024
Q3 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
4.92KNew |
$428K - $478K
|
4.92K
$422K
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
4.87K+ 86.49% |
$424K - $473K
|
10.5K
$901K
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.73K+ 2.16% |
$412K - $460K
|
224K
$19.2M
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.67KNew |
$406K - $453K
|
4.67K
$400K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.65K+ 1.22% |
$404K - $451K
|
385K
$33.1M
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.33K+ 1.11% |
$376K - $420K
|
395K
$33.9M
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.27K+ 1.28% |
$372K - $415K
|
337K
$28.9M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
4.02K+ 3.15% |
$349K - $390K
|
132K
$11.3M
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.99K+ 24.81% |
$347K - $388K
|
20.1K
$1.72M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.97K+ 114.1% |
$345K - $385K
|
7.44K
$638K
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3.71KNew |
$322K - $360K
|
3.71K
$318K
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.66K+ 94.74% |
$318K - $355K
|
7.52K
$645K
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.59K+ 108.92% |
$312K - $349K
|
6.89K
$591K
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.36K+ 10.61% |
$292K - $326K
|
35K
$3M
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
3.33K+ 8.2% |
$289K - $323K
|
43.9K
$3.77M
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.32K+ 9.99% |
$289K - $323K
|
36.6K
$3.14M
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.18KNew |
$276K - $308K
|
3.18K
$272K
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.17K+ 5.37% |
$276K - $308K
|
62.3K
$5.34M
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.17KNew |
$275K - $307K
|
3.17K
$272K
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3.15K+ 36.88% |
$274K - $306K
|
11.7K
$1M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.13KNew |
$272K - $304K
|
3.13K
$269K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3K+ 27.94% |
$261K - $291K
|
13.7K
$1.18M
|