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 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-44- 1.11% |
$3.83K - $4.27K
|
3.93K
$337K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-44- 0.54% |
$3.83K - $4.27K
|
8.14K
$698K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-50- 1.79% |
$4.35K - $4.85K
|
2.74K
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-50- 0.01% |
$4.35K - $4.85K
|
699K
$59.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-54- 0.9% |
$4.7K - $5.24K
|
5.96K
$512K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-57- 1.65% |
$4.96K - $5.53K
|
3.39K
$291K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-60- 0.35% |
$5.22K - $5.83K
|
17.3K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-61- 1.97% |
$5.3K - $5.92K
|
3.04K
$261K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-61- 1.04% |
$5.3K - $5.92K
|
5.83K
$500K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-64- 1.87% |
$5.56K - $6.21K
|
3.36K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-68- 3.21% |
$5.91K - $6.6K
|
2.05K
$176K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-69- 1.04% |
$6K - $6.7K
|
6.58K
$564K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-79- 4.38% |
$6.87K - $7.67K
|
1.72K
$148K
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-83- 0.14% |
$7.22K - $8.06K
|
59.6K
$5.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-87- 0.87% |
$7.56K - $8.45K
|
9.9K
$849K
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-90- 37.5% |
$7.83K - $8.74K
|
150
$12.9K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-91- 0.48% |
$7.91K - $8.84K
|
18.9K
$1.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-96- 0.42% |
$8.35K - $9.32K
|
22.8K
$1.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-98- 0.72% |
$8.52K - $9.51K
|
13.5K
$1.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-99- 9.82% |
$8.61K - $9.61K
|
909
$78K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-100- 1.53% |
$8.7K - $9.71K
|
6.42K
$550K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-106- 3.89% |
$9.22K - $10.3K
|
2.62K
$225K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-108- 2.91% |
$9.39K - $10.5K
|
3.6K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-110- 0.61% |
$9.56K - $10.7K
|
17.9K
$1.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-113- 2.63% |
$9.83K - $11K
|
4.19K
$359K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-114- 0.19% |
$9.91K - $11.1K
|
58.5K
$5.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-116- 34.42% |
$10.1K - $11.3K
|
221
$19K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-119- 0.84% |
$10.3K - $11.6K
|
14.1K
$1.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-121- 1.02% |
$10.5K - $11.7K
|
11.8K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-124- 1.37% |
$10.8K - $12K
|
8.95K
$768K
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-131- 0.62% |
$11.4K - $12.7K
|
21.2K
$1.82M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-136- 1.92% |
$11.8K - $13.2K
|
6.94K
$595K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-139- 4.97% |
$12.1K - $13.5K
|
2.66K
$228K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-148- 0.96% |
$12.9K - $14.4K
|
15.2K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-150- 1.24% |
$13K - $14.6K
|
12K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-150- 0.92% |
$13K - $14.6K
|
16.2K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-151- 1.56% |
$13.1K - $14.7K
|
9.56K
$820K
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-152- 0.26% |
$13.2K - $14.8K
|
58.1K
$4.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-159- 4.45% |
$13.8K - $15.4K
|
3.42K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-161- 0.83% |
$14K - $15.6K
|
19.3K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-165- 52.38% |
$14.3K - $16K
|
150
$12.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-179- 1.64% |
$15.6K - $17.4K
|
10.7K
$920K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-181- 18.12% |
$15.7K - $17.6K
|
818
$70.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-183- 7.67% |
$15.9K - $17.8K
|
2.2K
$189K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-197- 7.81% |
$17.1K - $19.1K
|
2.33K
$199K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-197- 2.14% |
$17.1K - $19.1K
|
9K
$772K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-199- 5.06% |
$17.3K - $19.3K
|
3.73K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-202- 2.49% |
$17.6K - $19.6K
|
7.91K
$678K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-207- 7.95% |
$18K - $20.1K
|
2.4K
$206K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-209- 2.36% |
$18.2K - $20.3K
|
8.67K
$743K
|