Purchases and Sales Made in Q4 2023 in Select Sector Spdr Fd Material (XLB)

XLB Quotes by TradingView

This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q4 2023. 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 26, 2024 Q4 2023
Financial Counselors Inc

BUY
 -
374
+ 1.58%
$27.8K - $32.2K
24.1K $2.14M
Aug 06, 2024 Q4 2023
American Financial & Tax Strategies Inc

New York, NY
BUY
 -
365
+ 1.92%
$27.2K - $31.5K
19.4K $1.72M
Jan 16, 2024 Q4 2023
Hb Wealth Management, LLC

BUY
 -
364
+ 12.44%
$27.1K - $31.4K
3.29K $292K
Feb 09, 2024 Q4 2023
Meridian Investment Counsel Inc.

Lafayette, CA
BUY
 -
354
+ 1.23%
$26.4K - $30.5K
29.1K $2.59M
Jan 25, 2024 Q4 2023
Sequoia Financial Advisors, LLC

BUY
 -
337
+ 11.1%
$25.1K - $29.1K
3.37K $299K
Feb 01, 2024 Q4 2023
Lee Danner & Bass Inc

BUY
 -
334
+ 1.88%
$24.9K - $28.8K
18.1K $1.61M
Jan 19, 2024 Q4 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
327
+ 1.72%
$24.3K - $28.2K
19.3K $1.71M
Jan 02, 2024 Q4 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
315
New
$23.5K - $27.2K
315 $28K
Feb 06, 2024 Q4 2023
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
310
+ 7.73%
$23.1K - $26.7K
4.32K $383K
Feb 13, 2024 Q4 2023
Jones Financial Companies Lllp

BUY
 -
306
+ 18.4%
$22.8K - $26.4K
1.97K $175K
Jan 29, 2024 Q4 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
301
+ 8.76%
$22.4K - $25.9K
3.74K $332K
Jan 30, 2024 Q4 2023
Dakota Wealth Management

BUY
 -
294
+ 0.31%
$21.9K - $25.3K
95.4K $8.47M
Feb 13, 2024 Q4 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
285
New
$21.2K - $24.6K
285 $25.3K
Jan 04, 2024 Q4 2023
Fulton Bank, N.A.

BUY
 -
282
+ 1.52%
$21K - $24.3K
18.8K $1.67M
Jan 09, 2024 Q4 2023
Wedmont Private Capital

BUY
 -
281
+ 6.05%
$20.9K - $24.2K
4.93K $437K
Jan 09, 2024 Q4 2023
Dfpg Investments, LLC

BUY
 -
270
+ 2.9%
$20.1K - $23.3K
9.58K $850K
Feb 01, 2024 Q4 2023
Bfsg, LLC

BUY
 -
264
+ 2.09%
$19.7K - $22.8K
12.9K $1.14M
Feb 12, 2024 Q4 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
257
+ 22.31%
$19.1K - $22.2K
1.41K $125K
Jan 10, 2024 Q4 2023
Trust CO

BUY
 -
240
+ 1.15%
$17.9K - $20.7K
21.1K $1.87M
Aug 29, 2024 Q4 2023
University Of Texas

BUY
 -
238
New
$17.7K - $20.5K
238 $21.1K
Feb 12, 2024 Q4 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
215
+ 11.57%
$16K - $18.5K
2.07K $184K
Feb 14, 2024 Q4 2023
Resources Management Corp

West Hartford, CT
BUY
 -
209
+ 243.02%
$15.6K - $18K
295 $26.2K
Feb 12, 2024 Q4 2023
Scotia Capital Inc.

BUY
 -
204
+ 6.13%
$15.2K - $17.6K
3.53K $313K
Jan 22, 2024 Q4 2023
Country Club Bank

BUY
 -
197
+ 7.12%
$14.7K - $17K
2.96K $263K
Jan 25, 2024 Q4 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
190
+ 237.5%
$14.1K - $16.4K
270 $24K
Jan 30, 2024 Q4 2023
North Crest Asset Manangement, LLC

BUY
 -
188
+ 0.39%
$14K - $16.2K
48.6K $4.32M
Feb 12, 2024 Q4 2023
Private Wealth Strategies, L.L.C.

BUY
 -
186
+ 5.24%
$13.8K - $16K
3.74K $332K
Feb 14, 2024 Q4 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
177
+ 4.45%
$13.2K - $15.3K
4.15K $369K
Feb 09, 2024 Q4 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
175
+ 4.81%
$13K - $15.1K
3.81K $339K
Feb 13, 2024 Q4 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
175
New
$13K - $15.1K
175 $15.5K
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

BUY
 -
175
+ 16.79%
$13K - $15.1K
1.22K $108K
Jan 31, 2024 Q4 2023
Wp Advisors, LLC

BUY
 -
168
+ 0.66%
$12.5K - $14.5K
25.5K $2.27M
May 15, 2024 Q4 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
166
+ 3.06%
$12.4K - $14.3K
5.6K $497K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
162
New
$12.1K - $14K
162 $14.4K
Jan 29, 2024 Q4 2023
Ellis Investment Partners, LLC

BUY
 -
154
+ 2.29%
$11.5K - $13.3K
6.88K $611K
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
154
New
$11.5K - $13.3K
154 $13.7K
Jan 30, 2024 Q4 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
150
New
$11.2K - $12.9K
150 $13.3K
Feb 09, 2024 Q4 2023
Wealthfront Advisers LLC

BUY
 -
148
+ 2.33%
$11K - $12.8K
6.49K $576K
Feb 15, 2024 Q4 2023
Main Street Group, LTD

Glen Allen, VA
BUY
 -
145
New
$10.8K - $12.5K
145 $12.9K
Feb 01, 2024 Q4 2023
Gamma Investing LLC

Foster City, CA
BUY
 -
144
New
$10.7K - $12.4K
144 $12.8K
Feb 05, 2024 Q4 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
143
+ 2.66%
$10.6K - $12.3K
5.53K $491K
Feb 13, 2024 Q4 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
143
+ 1.55%
$10.6K - $12.3K
9.34K $830K
Feb 07, 2024 Q4 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
137
+ 2.56%
$10.2K - $11.8K
5.49K $487K
Feb 13, 2024 Q4 2023
Keybank National Association

BUY
 -
136
+ 0.58%
$10.1K - $11.7K
23.7K $2.11M
Jan 30, 2024 Q4 2023
Canton Hathaway, LLC

BUY
 -
124
+ 0.34%
$9.23K - $10.7K
36.4K $3.23M
Feb 12, 2024 Q4 2023
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
116
New
$8.64K - $10K
116 $10.3K
Feb 09, 2024 Q4 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
115
+ 6.97%
$8.56K - $9.91K
1.77K $157K
Feb 14, 2024 Q4 2023
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
114
New
$8.49K - $9.83K
114 $10.1K
Feb 06, 2024 Q4 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
113
+ 3.12%
$8.41K - $9.74K
3.73K $331K

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