Purchases and Sales Made in Q2 2024 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-167- 1.57% |
$14.7K - $15.5K
|
10.5K
$957K
|
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-171- 3.5% |
$15.1K - $15.9K
|
4.72K
$431K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-174- 60.0% |
$15.4K - $16.2K
|
116
$10.6K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-178- 10.48% |
$15.7K - $16.6K
|
1.52K
$139K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-178- 2.87% |
$15.7K - $16.6K
|
6.02K
$549K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-179- 2.2% |
$15.8K - $16.7K
|
7.95K
$725K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-183- 1.09% |
$16.2K - $17K
|
16.6K
$1.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-184- 3.2% |
$16.2K - $17.1K
|
5.56K
$508K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-184- 20.63% |
$16.2K - $17.1K
|
708
$64.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-198- 0.51% |
$17.5K - $18.4K
|
38.9K
$3.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-198- 30.7% |
$17.5K - $18.4K
|
447
$40.8K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-199- 3.01% |
$17.6K - $18.5K
|
6.41K
$585K
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-200- 4.8% |
$17.7K - $18.6K
|
3.97K
$362K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-201- 2.97% |
$17.7K - $18.7K
|
6.57K
$600K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-206- 0.86% |
$18.2K - $19.2K
|
23.8K
$2.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-209- 0.82% |
$18.5K - $19.4K
|
25.3K
$2.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-211- 0.69% |
$18.6K - $19.6K
|
30.2K
$2.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-215- 2.07% |
$19K - $20K
|
10.2K
$927K
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-216- 0.37% |
$19.1K - $20.1K
|
58.6K
$5.35M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-222- 12.59% |
$19.6K - $20.7K
|
1.54K
$141K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-227- 2.59% |
$20K - $21.1K
|
8.55K
$781K
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-233- 2.51% |
$20.6K - $21.7K
|
9.07K
$828K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-238- 1.54% |
$21K - $22.1K
|
15.2K
$1.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-243- 4.05% |
$21.5K - $22.6K
|
5.76K
$526K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-244- 48.7% |
$21.5K - $22.7K
|
257
$23.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-245- 3.48% |
$21.6K - $22.8K
|
6.8K
$621K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-247- 19.68% |
$21.8K - $23K
|
1.01K
$92K
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-255- 2.49% |
$22.5K - $23.7K
|
9.99K
$911K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-260- 3.65% |
$23K - $24.2K
|
6.86K
$626K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-267- 4.14% |
$23.6K - $24.8K
|
6.18K
$564K
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-271- 4.34% |
$23.9K - $25.2K
|
5.97K
$545K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-282- 0.28% |
$24.9K - $26.2K
|
100K
$9.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-284- 3.8% |
$25.1K - $26.4K
|
7.19K
$656K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-285- 4.84% |
$25.2K - $26.5K
|
5.61K
$512K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-291- 1.26% |
$25.7K - $27.1K
|
22.8K
$2.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-299- 5.23% |
$26.4K - $27.8K
|
5.42K
$495K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-300- 3.27% |
$26.5K - $27.9K
|
8.87K
$810K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-333- 0.28% |
$29.4K - $31K
|
118K
$10.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-334- 7.22% |
$29.5K - $31.1K
|
4.29K
$392K
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-337- 1.07% |
$29.8K - $31.4K
|
31.3K
$2.86M
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-337- 7.91% |
$29.8K - $31.4K
|
3.92K
$358K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-353- 5.3% |
$31.2K - $32.9K
|
6.31K
$576K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-357- 22.93% |
$31.5K - $33.2K
|
1.2K
$110K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-369- 5.26% |
$32.6K - $34.3K
|
6.65K
$607K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-380- 3.17% |
$33.5K - $35.4K
|
11.6K
$1.06M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-386- 10.27% |
$34.1K - $35.9K
|
3.37K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-400- 6.2% |
$35.3K - $37.2K
|
6.05K
$553K
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-416- 4.64% |
$36.7K - $38.7K
|
8.54K
$780K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-427- 15.83% |
$37.7K - $39.7K
|
2.27K
$207K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-427- 56.26% |
$37.7K - $39.7K
|
332
$30.3K
|