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 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
337+ 9.46% |
$27.3K - $31.3K
|
3.9K
$356K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
327+ 5.53% |
$26.5K - $30.4K
|
6.24K
$569K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
306+ 3.23% |
$24.8K - $28.4K
|
9.78K
$893K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
300New |
$24.3K - $27.9K
|
300
$27.4K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
278+ 4.97% |
$22.5K - $25.8K
|
5.87K
$536K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
263+ 17.53% |
$21.3K - $24.4K
|
1.76K
$161K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
251+ 21.4% |
$20.3K - $23.3K
|
1.42K
$130K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
250+ 25.23% |
$20.2K - $23.2K
|
1.24K
$113K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
248+ 281.82% |
$20.1K - $23K
|
336
$30.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
247+ 42.29% |
$20K - $22.9K
|
831
$75.9K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
227+ 0.26% |
$18.4K - $21.1K
|
87.5K
$7.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
224+ 6.91% |
$18.1K - $20.8K
|
3.47K
$316K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
214+ 8.62% |
$17.3K - $19.9K
|
2.7K
$246K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
190+ 345.45% |
$15.4K - $17.6K
|
245
$22.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
185+ 1.94% |
$15K - $17.2K
|
9.75K
$890K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
181+ 0.58% |
$14.7K - $16.8K
|
31.2K
$2.85M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
180+ 11.78% |
$14.6K - $16.7K
|
1.71K
$156K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
165New |
$13.4K - $15.3K
|
165
$15.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
162+ 0.6% |
$13.1K - $15K
|
27K
$2.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
155+ 5.81% |
$12.6K - $14.4K
|
2.82K
$258K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
151+ 0.52% |
$12.2K - $14K
|
29.2K
$2.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
151+ 3.66% |
$12.2K - $14K
|
4.27K
$390K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
150New |
$12.1K - $13.9K
|
150
$13.7K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
146+ 0.71% |
$11.8K - $13.6K
|
20.9K
$1.9M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
145+ 100.0% |
$11.7K - $13.5K
|
290
$26.5K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
125+ 16.3% |
$10.1K - $11.6K
|
892
$81.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
120New |
$9.72K - $11.1K
|
120
$11K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
109+ 1.85% |
$8.83K - $10.1K
|
6.01K
$548K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
103+ 1.84% |
$8.34K - $9.57K
|
5.7K
$520K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
101New |
$8.18K - $9.38K
|
101
$9.22K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
100New |
$8.1K - $9.29K
|
100
$9.13K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
100+ 0.72% |
$8.1K - $9.29K
|
14K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
95+ 3.92% |
$7.69K - $8.82K
|
2.52K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
92+ 0.98% |
$7.45K - $8.55K
|
9.49K
$867K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
87+ 0.79% |
$7.05K - $8.08K
|
11.1K
$1.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
81+ 2.64% |
$6.56K - $7.52K
|
3.15K
$288K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
78+ 18.98% |
$6.32K - $7.25K
|
489
$44.6K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
77+ 285.19% |
$6.24K - $7.15K
|
104
$9.49K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
77+ 0.69% |
$6.24K - $7.15K
|
11.3K
$1.03M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
72+ 0.37% |
$5.83K - $6.69K
|
19.4K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
71+ 0.49% |
$5.75K - $6.6K
|
14.5K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
64+ 24.81% |
$5.18K - $5.94K
|
322
$29.4K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
61+ 1.72% |
$4.94K - $5.67K
|
3.62K
$330K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
59+ 2.37% |
$4.78K - $5.48K
|
2.55K
$232K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
56+ 1.23% |
$4.53K - $5.2K
|
4.63K
$422K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
55New |
$4.45K - $5.11K
|
55
$5.02K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
52+ 3.69% |
$4.21K - $4.83K
|
1.46K
$133K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
47+ 361.54% |
$3.81K - $4.37K
|
60
$5.48K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
47+ 42.34% |
$3.81K - $4.37K
|
158
$14.4K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
46+ 7.54% |
$3.73K - $4.27K
|
656
$59.9K
|