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 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.92K+ 86.68% |
$254K - $284K
|
6.29K
$540K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.89K+ 6.38% |
$251K - $281K
|
48.2K
$4.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.82KNew |
$245K - $273K
|
2.82K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.78KNew |
$242K - $270K
|
2.78K
$238K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.75KNew |
$239K - $267K
|
2.75K
$236K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
2.73KNew |
$237K - $265K
|
2.73K
$234K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.69K+ 22.78% |
$234K - $261K
|
14.5K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.63KNew |
$229K - $256K
|
2.63K
$226K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.62KNew |
$227K - $254K
|
2.62K
$224K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.43KNew |
$211K - $236K
|
2.43K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.39KNew |
$207K - $232K
|
2.39K
$205K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.28KNew |
$198K - $221K
|
2.28K
$196K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
2.26KNew |
$196K - $219K
|
2.26K
$194K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.26K+ 71.53% |
$196K - $219K
|
5.41K
$464K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.24KNew |
$195K - $218K
|
2.24K
$192K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
2.24KNew |
$194K - $217K
|
2.24K
$192K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
2.23KNew |
$194K - $217K
|
2.23K
$191K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.23K+ 2.27% |
$194K - $216K
|
100K
$8.61M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
2.22K+ 15.21% |
$193K - $215K
|
16.8K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.22KNew |
$193K - $215K
|
2.22K
$190K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.2KNew |
$192K - $214K
|
2.2K
$189K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.2K+ 4.72% |
$191K - $214K
|
48.9K
$4.19M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.2KNew |
$191K - $213K
|
2.2K
$188K
|
|
|
Nov 13, 2024
Q3 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
2.17KNew |
$188K - $210K
|
2.17K
$186K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.15KNew |
$187K - $209K
|
2.15K
$184K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.14KNew |
$186K - $208K
|
2.14K
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
Tls Advisors LLC
Miami, FL |
BUY
|
- |
2.1KNew |
$183K - $204K
|
2.1K
$180K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.03K+ 2.02% |
$176K - $197K
|
102K
$8.76M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
2K+ 36.0% |
$174K - $194K
|
7.56K
$648K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.99K+ 11.53% |
$173K - $193K
|
19.2K
$1.65M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.87K+ 3.57% |
$163K - $182K
|
54.3K
$4.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.87K+ 0.16% |
$162K - $181K
|
1.17M
$100M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.86KNew |
$162K - $181K
|
1.86K
$160K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.78K+ 10.95% |
$155K - $173K
|
18K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.63K+ 12.13% |
$142K - $158K
|
15.1K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.48K+ 15.12% |
$128K - $143K
|
11.2K
$964K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.46K+ 2.1% |
$127K - $142K
|
70.8K
$6.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.46K+ 3.29% |
$127K - $142K
|
45.8K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 1.1% |
$123K - $137K
|
129K
$11.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.41K+ 70.45% |
$123K - $137K
|
3.41K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.4K+ 7.29% |
$121K - $135K
|
20.5K
$1.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.39K+ 101.09% |
$121K - $135K
|
2.76K
$237K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.35K+ 17.5% |
$117K - $131K
|
9.04K
$776K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.31K+ 1.13% |
$114K - $128K
|
117K
$10.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.3K+ 13.26% |
$113K - $127K
|
11.1K
$955K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.27K+ 8.36% |
$110K - $123K
|
16.4K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.26K+ 32.45% |
$110K - $123K
|
5.16K
$442K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.22K+ 2.27% |
$106K - $119K
|
55.1K
$4.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.18K+ 14.88% |
$103K - $115K
|
9.13K
$783K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.17K+ 8.1% |
$102K - $114K
|
15.6K
$1.34M
|