Purchases and Sales Made in Q1 2024 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-800- 5.42% |
$64.8K - $74.3K
|
14K
$1.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-825- 12.6% |
$66.8K - $76.6K
|
5.72K
$522K
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-837- 2.78% |
$67.8K - $77.7K
|
29.3K
$2.67M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-873- 1.28% |
$70.7K - $81.1K
|
67.4K
$6.16M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
SELL
|
- |
-880- 78.71% |
$71.3K - $81.7K
|
238
$21.7K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-897- 9.71% |
$72.6K - $83.3K
|
8.34K
$761K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-901- 5.31% |
$73K - $83.7K
|
16.1K
$1.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-930- 24.24% |
$75.3K - $86.4K
|
2.91K
$265K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-954- 3.42% |
$77.3K - $88.6K
|
27K
$2.46M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-999- 18.21% |
$80.9K - $92.8K
|
4.49K
$410K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1K- 7.04% |
$81K - $92.9K
|
13.2K
$1.21M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.02K- 9.78% |
$82.2K - $94.3K
|
9.37K
$855K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 17.12% |
$82.8K - $94.9K
|
4.95K
$452K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.05K- 8.67% |
$85K - $97.5K
|
11.1K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.12K- 2.46% |
$90.3K - $104K
|
44.1K
$4.03M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-1.15K- 6.41% |
$93K - $107K
|
16.8K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.16K- 8.24% |
$94.2K - $108K
|
12.9K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.18K- 15.88% |
$95.3K - $109K
|
6.24K
$569K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.18K- 4.66% |
$95.9K - $110K
|
24.2K
$2.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.2K- 70.55% |
$97.2K - $111K
|
501
$45.7K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.27K- 22.9% |
$102K - $118K
|
4.26K
$389K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.27K- 15.03% |
$103K - $118K
|
7.2K
$657K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.29K- 3.07% |
$105K - $120K
|
40.9K
$3.73M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.32K- 19.08% |
$107K - $122K
|
5.59K
$510K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-1.32K- 2.01% |
$107K - $123K
|
64.5K
$5.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.37K- 7.59% |
$111K - $127K
|
16.6K
$1.52M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.41K- 1.39% |
$114K - $131K
|
100K
$9.16M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.43K- 7.61% |
$116K - $133K
|
17.4K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-1.45K- 3.53% |
$118K - $135K
|
39.7K
$3.62M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-1.46K- 1.76% |
$118K - $136K
|
81.4K
$7.43M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.48K- 17.4% |
$120K - $138K
|
7.05K
$643K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.5K- 30.45% |
$121K - $139K
|
3.43K
$313K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.52K- 36.43% |
$123K - $141K
|
2.64K
$241K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.56K- 19.36% |
$127K - $145K
|
6.52K
$595K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.58K- 9.73% |
$128K - $146K
|
14.6K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.6K- 5.49% |
$129K - $148K
|
27.5K
$2.51M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.62K- 8.47% |
$131K - $151K
|
17.5K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-1.64K- 44.93% |
$133K - $153K
|
2.01K
$184K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.66K- 26.49% |
$134K - $154K
|
4.6K
$420K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.69K- 24.65% |
$137K - $157K
|
5.17K
$472K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.77K- 2.22% |
$143K - $164K
|
77.9K
$7.11M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.88K- 3.09% |
$152K - $174K
|
58.9K
$5.37M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.93K- 21.57% |
$156K - $179K
|
7.02K
$640K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.96K- 1.75% |
$159K - $182K
|
110K
$10M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.01K- 19.81% |
$163K - $186K
|
8.12K
$742K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.07K- 5.82% |
$167K - $192K
|
33.5K
$3.05M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.13K- 3.43% |
$173K - $198K
|
60K
$5.48M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.14K- 38.25% |
$173K - $198K
|
3.45K
$315K
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-2.22K- 26.01% |
$180K - $206K
|
6.31K
$576K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.23K- 12.56% |
$180K - $207K
|
15.5K
$1.42M
|