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 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16- 0.5% |
$1.3K - $1.49K
|
3.21K
$277K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-16- 0.52% |
$1.3K - $1.49K
|
3.06K
$264K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-17- 5.36% |
$1.38K - $1.58K
|
300
$25.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-19- 2.44% |
$1.54K - $1.76K
|
759
$65.5K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-20- 1.04% |
$1.62K - $1.86K
|
1.91K
$165K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-20- 0.7% |
$1.62K - $1.86K
|
2.85K
$246K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-21- 1.78% |
$1.7K - $1.95K
|
1.16K
$99.9K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-23- 0.57% |
$1.86K - $2.14K
|
3.98K
$343K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-24- 6.65% |
$1.94K - $2.23K
|
337
$29.1K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-25- 1.07% |
$2.02K - $2.32K
|
2.32K
$200K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-26- 8.67% |
$2.11K - $2.42K
|
274
$23.7K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-26- 0.29% |
$2.11K - $2.42K
|
9.08K
$784K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-27- 0.66% |
$2.19K - $2.51K
|
4.05K
$350K
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-33- 0.83% |
$2.67K - $3.07K
|
3.96K
$342K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-33- 0.14% |
$2.67K - $3.07K
|
23.7K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-34- 8.0% |
$2.75K - $3.16K
|
391
$33.8K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-35- 0.1% |
$2.83K - $3.25K
|
33.4K
$2.88M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-40- 1.42% |
$3.24K - $3.72K
|
2.78K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-43- 1.24% |
$3.48K - $3.99K
|
3.41K
$295K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-43- 2.43% |
$3.48K - $3.99K
|
1.72K
$149K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-44- 6.26% |
$3.56K - $4.09K
|
659
$56.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-44- 50.0% |
$3.56K - $4.09K
|
44
$3.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-45- 0.72% |
$3.64K - $4.18K
|
6.17K
$532K
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-45- 1.19% |
$3.64K - $4.18K
|
3.74K
$323K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-48- 0.74% |
$3.89K - $4.46K
|
6.44K
$556K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-48- 1.42% |
$3.89K - $4.46K
|
3.32K
$287K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-50- 1.82% |
$4.05K - $4.64K
|
2.7K
$233K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-50- 2.1% |
$4.05K - $4.64K
|
2.33K
$201K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50Closed |
$4.05K - $4.64K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-52- 1.23% |
$4.21K - $4.83K
|
4.17K
$360K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-53- 4.58% |
$4.29K - $4.92K
|
1.1K
$95.3K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-55- 19.37% |
$4.45K - $5.11K
|
229
$19.8K
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-58- 0.7% |
$4.7K - $5.39K
|
8.23K
$710K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-59- 0.47% |
$4.78K - $5.48K
|
12.5K
$1.08M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-60- 0.32% |
$4.86K - $5.57K
|
18.7K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-62- 1.91% |
$5.02K - $5.76K
|
3.18K
$275K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-67- 0.3% |
$5.43K - $6.22K
|
22.6K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-69- 2.5% |
$5.59K - $6.41K
|
2.7K
$233K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-70- 0.27% |
$5.67K - $6.5K
|
25.5K
$2.2M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-70- 48.28% |
$5.67K - $6.5K
|
75
$6.48K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-75- 10.49% |
$6.07K - $6.97K
|
640
$55.3K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-75- 3.19% |
$6.07K - $6.97K
|
2.28K
$196K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-75- 0.97% |
$6.07K - $6.97K
|
7.62K
$658K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-78- 1.31% |
$6.32K - $7.25K
|
5.89K
$509K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-80- 2.08% |
$6.48K - $7.43K
|
3.78K
$326K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-81- 2.31% |
$6.56K - $7.52K
|
3.42K
$295K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-81- 0.52% |
$6.56K - $7.52K
|
15.6K
$1.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-84- 2.7% |
$6.8K - $7.8K
|
3.03K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-84- 8.11% |
$6.8K - $7.8K
|
952
$82.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-88- 2.36% |
$7.13K - $8.17K
|
3.65K
$315K
|