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 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.55% |
$174 - $194
|
367
$31.5K
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
2+ 0.04% |
$174 - $194
|
5.46K
$468K
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2+ 0.07% |
$174 - $194
|
2.72K
$233K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$174 - $194
|
2.77K
$237K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2+ 0.49% |
$174 - $194
|
414
$35.5K
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.04% |
$174 - $194
|
4.94K
$423K
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.28% |
$87 - $97.1
|
359
$30.8K
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.48% |
$87 - $97.1
|
208
$17.8K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.21% |
$87 - $97.1
|
480
$41.2K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.06% |
$87 - $97.1
|
1.82K
$156K
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.32% |
$87 - $97.1
|
312
$26.8K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.3% |
$87 - $97.1
|
333
$28.6K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.7% |
$87 - $97.1
|
143
$12.3K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1- 2.63% |
$87 - $97.1
|
37
$3.17K
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1- 2.94% |
$87 - $97.1
|
33
$2.83K
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-5- 7.81% |
$435 - $485
|
59
$5.06K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-8- 0.38% |
$696 - $777
|
2.08K
$178K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 0.61% |
$783 - $874
|
1.47K
$126K
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-10- 0.33% |
$870 - $971
|
3.05K
$262K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-11- 0.68% |
$956 - $1.07K
|
1.61K
$138K
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-11- 0.04% |
$956 - $1.07K
|
29.3K
$2.51M
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-15- 0.23% |
$1.3K - $1.46K
|
6.56K
$562K
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-17- 0.91% |
$1.48K - $1.65K
|
1.85K
$159K
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-17- 0.7% |
$1.48K - $1.65K
|
2.42K
$208K
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-19- 0.01% |
$1.65K - $1.84K
|
236K
$20.2M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-19- 2.0% |
$1.65K - $1.84K
|
932
$80K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-20- 0.23% |
$1.74K - $1.94K
|
8.72K
$748K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-21- 11.86% |
$1.83K - $2.04K
|
156
$13.4K
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-21- 4.7% |
$1.83K - $2.04K
|
426
$36.5K
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-23- 0.41% |
$2K - $2.23K
|
5.58K
$479K
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-24- 1.91% |
$2.09K - $2.33K
|
1.23K
$106K
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-24- 1.16% |
$2.09K - $2.33K
|
2.04K
$175K
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-25- 0.84% |
$2.17K - $2.43K
|
2.96K
$254K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-25- 3.14% |
$2.17K - $2.43K
|
770
$66.1K
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-26- 0.04% |
$2.26K - $2.52K
|
66.9K
$5.74M
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-28- 5.68% |
$2.43K - $2.72K
|
465
$39.9K
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-28- 5.68% |
$2.43K - $2.72K
|
465
$39.9K
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-29- 0.39% |
$2.52K - $2.82K
|
7.39K
$634K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-30- 2.27% |
$2.61K - $2.91K
|
1.29K
$111K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-32- 0.75% |
$2.78K - $3.11K
|
4.25K
$364K
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-34- 0.04% |
$2.96K - $3.3K
|
87.2K
$7.49M
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-36- 0.37% |
$3.13K - $3.5K
|
9.72K
$834K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-36- 0.95% |
$3.13K - $3.5K
|
3.77K
$324K
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-37- 1.54% |
$3.22K - $3.59K
|
2.37K
$203K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-37- 1.19% |
$3.22K - $3.59K
|
3.09K
$265K
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-39- 0.93% |
$3.39K - $3.79K
|
4.13K
$355K
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-39- 6.7% |
$3.39K - $3.79K
|
543
$46.6K
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-42- 82.35% |
$3.65K - $4.08K
|
9
$772
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-42- 1.55% |
$3.65K - $4.08K
|
2.68K
$229K
|