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 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
19.7K+ 20.61% |
$1.59M - $1.83M
|
115K
$10.5M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
19KNew |
$1.54M - $1.77M
|
19K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18.9K+ 77.09% |
$1.53M - $1.76M
|
43.5K
$3.97M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.1K+ 19.86% |
$1.46M - $1.68M
|
109K
$9.97M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
16.5K+ 36.33% |
$1.34M - $1.54M
|
62K
$5.66M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
16.1K+ 1895.65% |
$1.3M - $1.5M
|
17K
$1.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
15.4KNew |
$1.24M - $1.43M
|
15.4K
$1.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
14.6K+ 137.6% |
$1.18M - $1.36M
|
25.2K
$2.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13.9KNew |
$1.13M - $1.29M
|
13.9K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
13.6KNew |
$1.1M - $1.27M
|
13.6K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
12.7K+ 25.18% |
$1.03M - $1.18M
|
63.3K
$5.78M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.6K+ 4.72% |
$1.02M - $1.17M
|
279K
$25.5M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
12.2K+ 196.34% |
$987K - $1.13M
|
18.4K
$1.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
11.9K+ 19.38% |
$961K - $1.1M
|
73.1K
$6.67M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.7K+ 114.28% |
$950K - $1.09M
|
22K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
10.8KNew |
$873K - $1M
|
10.8K
$984K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.2KNew |
$829K - $951K
|
10.2K
$935K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10K+ 10.62% |
$811K - $931K
|
104K
$9.52M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
10K+ 145.49% |
$810K - $929K
|
16.9K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
9.96K+ 43.65% |
$806K - $925K
|
32.8K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.34K+ 11.44% |
$756K - $867K
|
90.9K
$8.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
9.3KNew |
$753K - $864K
|
9.3K
$849K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.09KNew |
$736K - $845K
|
9.09K
$830K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
9.09KNew |
$736K - $845K
|
9.09K
$830K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
8.87K+ 26.1% |
$718K - $824K
|
42.9K
$3.91M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.87K+ 195.03% |
$718K - $824K
|
13.4K
$1.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
8.75K+ 37.49% |
$709K - $813K
|
32.1K
$2.93M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
8.7KNew |
$704K - $808K
|
8.7K
$794K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
8.62KNew |
$698K - $801K
|
8.62K
$787K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
8.2KNew |
$664K - $762K
|
8.2K
$748K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
8K+ 9.3% |
$648K - $743K
|
94K
$8.58M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.9K+ 56.42% |
$639K - $734K
|
21.9K
$2M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7.87KNew |
$637K - $731K
|
7.87K
$719K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
7.64K+ 6.54% |
$619K - $710K
|
124K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
7.47KNew |
$605K - $694K
|
7.47K
$682K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.12K+ 247.43% |
$577K - $661K
|
10K
$913K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.78K+ 163.38% |
$549K - $630K
|
10.9K
$998K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
6.75KNew |
$547K - $627K
|
6.75K
$616K
|
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
6.66KNew |
$540K - $619K
|
6.66K
$608K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.56KNew |
$531K - $610K
|
6.56K
$599K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.53K+ 12.15% |
$529K - $606K
|
60.3K
$5.5M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
6.53K+ 141.82% |
$529K - $606K
|
11.1K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.42K+ 158.39% |
$520K - $596K
|
10.5K
$956K
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
6.25K+ 101.46% |
$506K - $581K
|
12.4K
$1.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
6.11KNew |
$494K - $567K
|
6.11K
$557K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.49KNew |
$444K - $510K
|
5.49K
$501K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.07KNew |
$410K - $471K
|
5.07K
$463K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.95KNew |
$401K - $460K
|
4.95K
$452K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.64K+ 92700.0% |
$375K - $431K
|
4.64K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.63KNew |
$375K - $430K
|
4.63K
$423K
|