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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
789New |
$69.7K - $73.4K
|
789
$72K
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
753+ 11.96% |
$66.5K - $70.1K
|
7.05K
$643K
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
750+ 2.25% |
$66.2K - $69.8K
|
34.1K
$3.11M
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
701+ 3.52% |
$61.9K - $65.2K
|
20.6K
$1.88M
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
677+ 4.35% |
$59.8K - $63K
|
16.2K
$1.48M
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
676+ 9.63% |
$59.7K - $62.9K
|
7.7K
$703K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
674+ 0.74% |
$59.5K - $62.7K
|
91.6K
$8.36M
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
671New |
$59.2K - $62.4K
|
671
$61.2K
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
670+ 2.71% |
$59.1K - $62.4K
|
25.4K
$2.32M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
666+ 22.92% |
$58.8K - $62K
|
3.57K
$326K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
665+ 12.12% |
$58.7K - $61.9K
|
6.15K
$561K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
663New |
$58.5K - $61.7K
|
663
$60.5K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
660+ 9.68% |
$58.3K - $61.4K
|
7.48K
$683K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
657+ 20.85% |
$58K - $61.1K
|
3.81K
$348K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
650+ 17.82% |
$57.4K - $60.5K
|
4.3K
$392K
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
631+ 2.38% |
$55.7K - $58.7K
|
27.1K
$2.48M
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
616+ 0.48% |
$54.4K - $57.3K
|
128K
$11.7M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
588+ 9.06% |
$51.9K - $54.7K
|
7.08K
$646K
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
571+ 0.83% |
$50.4K - $53.1K
|
69.3K
$6.33M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
568+ 8.81% |
$50.1K - $52.9K
|
7.01K
$640K
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
565+ 4.03% |
$49.9K - $52.6K
|
14.6K
$1.33M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
556New |
$49.1K - $51.7K
|
556
$50.8K
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
551+ 6.05% |
$48.6K - $51.3K
|
9.65K
$881K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
503+ 10.93% |
$44.4K - $46.8K
|
5.1K
$466K
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
501+ 22.62% |
$44.2K - $46.6K
|
2.72K
$248K
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
500+ 3.01% |
$44.1K - $46.5K
|
17.1K
$1.56M
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
496+ 2.54% |
$43.8K - $46.2K
|
20K
$1.83M
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
482+ 2.01% |
$42.6K - $44.9K
|
24.5K
$2.24M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
482New |
$42.6K - $44.9K
|
482
$44K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
475+ 20.19% |
$41.9K - $44.2K
|
2.83K
$258K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
467+ 17.33% |
$41.2K - $43.5K
|
3.16K
$289K
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
459+ 3.51% |
$40.5K - $42.7K
|
13.5K
$1.24M
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
455+ 14.31% |
$40.2K - $42.3K
|
3.64K
$332K
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
450New |
$39.7K - $41.9K
|
450
$41.1K
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
449+ 14.97% |
$39.6K - $41.8K
|
3.45K
$315K
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
447+ 4.05% |
$39.5K - $41.6K
|
11.5K
$1.05M
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
432+ 0.22% |
$38.1K - $40.2K
|
199K
$18.1M
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
422+ 4.98% |
$37.3K - $39.3K
|
8.9K
$812K
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
418+ 18.53% |
$36.9K - $38.9K
|
2.67K
$244K
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
414+ 2.44% |
$36.5K - $38.5K
|
17.4K
$1.58M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
392+ 0.89% |
$34.6K - $36.5K
|
44.5K
$4.06M
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
382+ 1.75% |
$33.7K - $35.5K
|
22.3K
$2.03M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
373+ 0.48% |
$32.9K - $34.7K
|
78.3K
$7.15M
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
367+ 2.7% |
$32.4K - $34.2K
|
13.9K
$1.27M
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
363+ 1.94% |
$32K - $33.8K
|
19K
$1.74M
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
361+ 3.23% |
$31.9K - $33.6K
|
11.5K
$1.05M
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
355+ 2.03% |
$31.3K - $33K
|
17.9K
$1.63M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
349+ 6.76% |
$30.8K - $32.5K
|
5.52K
$503K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
344+ 0.39% |
$30.4K - $32K
|
87.8K
$8.01M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
336+ 1.33% |
$29.7K - $31.3K
|
25.7K
$2.34M
|