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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-2.28K- 3.64% |
$185K - $212K
|
60.5K
$5.52M
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-2.29K- 25.93% |
$186K - $213K
|
6.55K
$598K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-2.3K- 30.27% |
$186K - $214K
|
5.3K
$484K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.43K- 18.56% |
$197K - $226K
|
10.7K
$972K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.49K- 49.62% |
$202K - $231K
|
2.53K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.49K- 1.07% |
$202K - $231K
|
230K
$21M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.57K- 14.28% |
$208K - $238K
|
15.4K
$1.41M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-2.7K- 95.92% |
$219K - $251K
|
115
$10.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.76K- 52.88% |
$224K - $257K
|
2.46K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.94K- 98.29% |
$238K - $273K
|
51
$4.66K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.2K- 32.95% |
$259K - $297K
|
6.51K
$594K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-3.31K- 39.51% |
$268K - $308K
|
5.07K
$463K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.39K- 35.82% |
$275K - $315K
|
6.08K
$555K
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-3.72K- 2.71% |
$301K - $345K
|
133K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.82K- 7.33% |
$309K - $354K
|
48.3K
$4.4M
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-3.93K- 24.14% |
$318K - $365K
|
12.4K
$1.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.03K- 45.74% |
$326K - $374K
|
4.78K
$436K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-4.03K- 33.23% |
$326K - $374K
|
8.1K
$739K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-4.2K- 23.59% |
$340K - $390K
|
13.6K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.37K- 2.64% |
$354K - $406K
|
161K
$14.7M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-4.42K- 32.67% |
$358K - $410K
|
9.1K
$831K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.43K- 15.31% |
$359K - $412K
|
24.5K
$2.24M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-4.45K- 5.08% |
$360K - $413K
|
83.2K
$7.59M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.56K- 2.89% |
$369K - $423K
|
153K
$14M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.81K- 28.49% |
$389K - $447K
|
12.1K
$1.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.02K- 50.7% |
$406K - $466K
|
4.88K
$445K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-5.46K- 99.85% |
$442K - $507K
|
8
$730
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-5.48K- 13.43% |
$444K - $509K
|
35.3K
$3.22M
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-5.53K- 10.77% |
$448K - $514K
|
45.8K
$4.19M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-5.54K- 5.85% |
$449K - $515K
|
89.2K
$8.14M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5.72K- 45.77% |
$463K - $531K
|
6.77K
$618K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-5.91K- 16.57% |
$479K - $549K
|
29.8K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6.03K- 53.3% |
$488K - $560K
|
5.29K
$482K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-6.05K- 11.57% |
$490K - $562K
|
46.2K
$4.22M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.11K- 22.74% |
$495K - $568K
|
20.8K
$1.9M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.36K- 31.1% |
$515K - $591K
|
14.1K
$1.29M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-6.63K- 58.58% |
$537K - $616K
|
4.69K
$428K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.03K- 6.19% |
$569K - $653K
|
107K
$9.72M
|
|
|
May 14, 2024
Q1 2024
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-7.1K- 27.79% |
$575K - $660K
|
18.4K
$1.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.12K- 49.88% |
$577K - $662K
|
7.16K
$653K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.16K- 4.48% |
$580K - $665K
|
153K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.4K- 17.82% |
$599K - $687K
|
34.1K
$3.11M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.58K- 5.42% |
$614K - $704K
|
132K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.94K- 33.17% |
$643K - $737K
|
16K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.99K- 1.62% |
$647K - $742K
|
486K
$44.3M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.3K- 67.07% |
$672K - $771K
|
4.07K
$372K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-8.79K- 31.27% |
$712K - $816K
|
19.3K
$1.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-8.9K- 6.06% |
$721K - $827K
|
138K
$12.6M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-10.3K- 61.57% |
$837K - $960K
|
6.45K
$589K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-10.3K- 48.94% |
$838K - $961K
|
10.8K
$985K
|