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 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-23- 0.57% |
$1.86K - $2.14K
|
3.98K
$363K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-24- 6.65% |
$1.94K - $2.23K
|
337
$30.8K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-25- 1.07% |
$2.02K - $2.32K
|
2.32K
$211K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-26- 8.67% |
$2.11K - $2.42K
|
274
$25K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-26- 0.29% |
$2.11K - $2.42K
|
9.08K
$829K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-27- 0.66% |
$2.19K - $2.51K
|
4.05K
$370K
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-33- 0.83% |
$2.67K - $3.07K
|
3.96K
$361K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-33- 0.14% |
$2.67K - $3.07K
|
23.7K
$2.16M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-34- 8.0% |
$2.75K - $3.16K
|
391
$35.7K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-35- 0.1% |
$2.83K - $3.25K
|
33.4K
$3.05M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-40- 1.42% |
$3.24K - $3.72K
|
2.78K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-43- 1.24% |
$3.48K - $3.99K
|
3.41K
$311K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-43- 2.43% |
$3.48K - $3.99K
|
1.72K
$157K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-44- 50.0% |
$3.56K - $4.09K
|
44
$4.02K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-44- 6.26% |
$3.56K - $4.09K
|
659
$60.2K
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-45- 1.19% |
$3.64K - $4.18K
|
3.74K
$341K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-45- 0.72% |
$3.64K - $4.18K
|
6.17K
$563K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-48- 1.42% |
$3.89K - $4.46K
|
3.32K
$303K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-48- 0.74% |
$3.89K - $4.46K
|
6.44K
$588K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50Closed |
$4.05K - $4.64K
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-50- 1.82% |
$4.05K - $4.64K
|
2.7K
$246K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-50- 2.1% |
$4.05K - $4.64K
|
2.33K
$213K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-52- 1.23% |
$4.21K - $4.83K
|
4.17K
$380K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-53- 4.58% |
$4.29K - $4.92K
|
1.1K
$101K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-55- 19.37% |
$4.45K - $5.11K
|
229
$20.9K
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-58- 0.7% |
$4.7K - $5.39K
|
8.23K
$751K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-59- 0.47% |
$4.78K - $5.48K
|
12.5K
$1.14M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-60- 0.32% |
$4.86K - $5.57K
|
18.7K
$1.71M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-62- 1.91% |
$5.02K - $5.76K
|
3.18K
$290K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-67- 0.3% |
$5.43K - $6.22K
|
22.6K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-69- 2.5% |
$5.59K - $6.41K
|
2.7K
$246K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-70- 48.28% |
$5.67K - $6.5K
|
75
$6.85K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-70- 0.27% |
$5.67K - $6.5K
|
25.5K
$2.32M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-75- 3.19% |
$6.07K - $6.97K
|
2.28K
$208K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-75- 10.49% |
$6.07K - $6.97K
|
640
$58.4K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-75- 0.97% |
$6.07K - $6.97K
|
7.62K
$695K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-78- 1.31% |
$6.32K - $7.25K
|
5.89K
$538K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-80- 2.08% |
$6.48K - $7.43K
|
3.78K
$345K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-81- 0.52% |
$6.56K - $7.52K
|
15.6K
$1.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-81- 2.31% |
$6.56K - $7.52K
|
3.42K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-84- 8.11% |
$6.8K - $7.8K
|
952
$86.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-84- 2.7% |
$6.8K - $7.8K
|
3.03K
$276K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-88- 2.36% |
$7.13K - $8.17K
|
3.65K
$333K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-93- 6.85% |
$7.53K - $8.64K
|
1.26K
$115K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-94- 0.44% |
$7.61K - $8.73K
|
21.5K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-99- 2.8% |
$8.02K - $9.2K
|
3.43K
$313K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-100- 14.29% |
$8.1K - $9.29K
|
600
$54.8K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-100- 2.3% |
$8.1K - $9.29K
|
4.25K
$388K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-102- 0.64% |
$8.26K - $9.47K
|
15.8K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-105- 24.82% |
$8.5K - $9.75K
|
318
$29K
|