Purchases and Sales Made in Q2 2024 in Select Sector Spdr Fd Material (XLB)

XLB Quotes by TradingView

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 16, 2024 Q2 2024
Toth Financial Advisory Corp

BUY
 -
333
+ 1.04%
$29.4K - $31K
32.4K $2.96M
Jul 31, 2024 Q2 2024
Stockman Wealth Management, Inc.

BUY
 -
328
+ 3.49%
$29K - $30.5K
9.73K $888K
Aug 08, 2024 Q2 2024
Fiduciary Group LLC

Savannah, GA
BUY
 -
326
+ 2.28%
$28.8K - $30.3K
14.6K $1.33M
Aug 14, 2024 Q2 2024
Capital Investment Counsel, LLC

Denver, CO
BUY
 -
301
+ 11.92%
$26.6K - $28K
2.83K $258K
Aug 12, 2024 Q2 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
300
+ 3.08%
$26.5K - $27.9K
10K $917K
Jul 31, 2024 Q2 2024
Bray Capital Advisors

BUY
 -
282
+ 0.97%
$24.9K - $26.2K
29.4K $2.69M
Aug 13, 2024 Q2 2024
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
270
+ 10.68%
$23.8K - $25.1K
2.8K $255K
Aug 13, 2024 Q2 2024
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
265
+ 80.79%
$23.4K - $24.7K
593 $54.1K
Aug 14, 2024 Q2 2024
Vista Investment Management

Pittsburgh, PA
BUY
 -
264
+ 2.78%
$23.3K - $24.6K
9.76K $891K
Aug 01, 2024 Q2 2024
Whalen Wealth Management Inc.

Las Vegas, NV
BUY
 -
261
+ 1.04%
$23K - $24.3K
25.5K $2.32M
Aug 12, 2024 Q2 2024
Wealth Advisors Of Tampa Bay, LLC

BUY
 -
250
+ 0.99%
$22.1K - $23.3K
25.4K $2.32M
Jul 09, 2024 Q2 2024
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
242
New
$21.4K - $22.5K
242 $22.1K
Jul 02, 2024 Q2 2024
Appleton Partners Inc

BUY
 -
231
+ 8.74%
$20.4K - $21.5K
2.88K $262K
Jul 17, 2024 Q2 2024
E Rn Financial, LLC

BUY
 -
225
+ 2.3%
$19.9K - $20.9K
10K $914K
Aug 12, 2024 Q2 2024
Kestra Private Wealth Services, LLC

BUY
 -
221
+ 3.88%
$19.5K - $20.6K
5.92K $540K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
219
New
$19.3K - $20.4K
219 $20K
Jul 18, 2024 Q2 2024
E&G Advisors, LP

BUY
 -
205
+ 7.17%
$18.1K - $19.1K
3.06K $280K
Aug 14, 2024 Q2 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
197
+ 0.95%
$17.4K - $18.3K
21K $1.91M
Jul 29, 2024 Q2 2024
Bfsg, LLC

BUY
 -
196
+ 1.47%
$17.3K - $18.2K
13.6K $1.24M
Aug 14, 2024 Q2 2024
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
190
+ 7.41%
$16.8K - $17.7K
2.76K $251K
Jul 24, 2024 Q2 2024
Stratos Wealth Partners, Ltd.

BUY
 -
190
+ 2.65%
$16.8K - $17.7K
7.35K $671K
Jul 24, 2024 Q2 2024
Dt Investment Partners, LLC

BUY
 -
183
New
$16.2K - $17K
183 $16.7K
Jul 22, 2024 Q2 2024
Canton Hathaway, LLC

BUY
 -
177
+ 0.49%
$15.6K - $16.5K
36.6K $3.34M
Jul 31, 2024 Q2 2024
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
172
+ 92.47%
$15.2K - $16K
358 $32.7K
Jul 05, 2024 Q2 2024
Institutional & Family Asset Management, LLC

BUY
 -
162
+ 305.66%
$14.3K - $15.1K
215 $19.6K
Jul 25, 2024 Q2 2024
Independence Bank Of Kentucky

BUY
 -
162
+ 14.0%
$14.3K - $15.1K
1.32K $120K
Jul 29, 2024 Q2 2024
Ridgewood Investments LLC

BUY
 -
158
New
$13.9K - $14.7K
158 $14.4K
Jul 29, 2024 Q2 2024
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
152
+ 2.59%
$13.4K - $14.1K
6.03K $550K
Jul 12, 2024 Q2 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
150
New
$13.2K - $14K
150 $13.7K
Aug 08, 2024 Q2 2024
Manchester Capital Management LLC

Manchester, VT
BUY
 -
150
New
$13.2K - $14K
150 $13.7K
Jul 31, 2024 Q2 2024
Aptus Capital Advisors, LLC

BUY
 -
143
+ 4.67%
$12.6K - $13.3K
3.2K $292K
Aug 09, 2024 Q2 2024
Forvis Wealth Advisors, LLC

BUY
 -
141
+ 0.79%
$12.4K - $13.1K
18K $1.64M
Aug 01, 2024 Q2 2024
Tortoise Investment Management, LLC

BUY
 -
135
New
$11.9K - $12.6K
135 $12.3K
Jul 25, 2024 Q2 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
135
+ 3.01%
$11.9K - $12.6K
4.62K $422K
Jul 16, 2024 Q2 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
127
+ 0.45%
$11.2K - $11.8K
28.4K $2.59M
Aug 12, 2024 Q2 2024
Old Second National Bank Of Aurora

BUY
 -
125
New
$11K - $11.6K
125 $11.4K
Jul 18, 2024 Q2 2024
Rovin Capital

BUY
 -
123
+ 2.88%
$10.9K - $11.4K
4.4K $401K
Aug 09, 2024 Q2 2024
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
121
+ 1.2%
$10.7K - $11.3K
10.2K $929K
Jul 16, 2024 Q2 2024
Cornerstone Wealth Management, LLC

BUY
 -
120
+ 4.81%
$10.6K - $11.2K
2.62K $239K
Aug 01, 2024 Q2 2024
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
116
New
$10.2K - $10.8K
116 $10.6K
Aug 30, 2024 Q2 2024
Ncp Inc.

La Quinta, CA
BUY
 -
111
New
$9.8K - $10.3K
111 $10.1K
Aug 13, 2024 Q2 2024
Advisory Services Network, LLC

BUY
 -
110
+ 0.31%
$9.71K - $10.2K
35.5K $3.24M
Jul 05, 2024 Q2 2024
Versant Capital Management, Inc

BUY
 -
107
New
$9.45K - $9.96K
107 $9.77K
Aug 01, 2024 Q2 2024
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
102
+ 1.27%
$9K - $9.49K
8.11K $740K
Jul 17, 2024 Q2 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
101
+ 31.76%
$8.92K - $9.4K
419 $38.2K
Aug 07, 2024 Q2 2024
Nelson Capital Management, LLC

BUY
 -
100
+ 0.93%
$8.83K - $9.31K
10.9K $991K
Jul 23, 2024 Q2 2024
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
99
+ 0.85%
$8.74K - $9.21K
11.8K $1.08M
Jul 10, 2024 Q2 2024
Contravisory Investment Management, Inc.

BUY
 -
99
+ 5.21%
$8.74K - $9.21K
2K $183K
Oct 22, 2024 Q2 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
99
+ 0.51%
$8.74K - $9.21K
19.5K $1.78M

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