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 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
98+ 94.23% |
$8.65K - $9.12K
|
202
$18.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
94+ 1.76% |
$8.3K - $8.75K
|
5.42K
$495K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
93+ 0.75% |
$8.21K - $8.65K
|
12.5K
$1.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
82+ 12.81% |
$7.24K - $7.63K
|
722
$65.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
79+ 4.59% |
$6.97K - $7.35K
|
1.8K
$164K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
71+ 0.35% |
$6.27K - $6.61K
|
20.5K
$1.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
70+ 1.76% |
$6.18K - $6.51K
|
4.05K
$370K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
68+ 0.49% |
$6K - $6.33K
|
14K
$1.28M
|
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
67+ 1.79% |
$5.91K - $6.24K
|
3.8K
$347K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
65+ 0.51% |
$5.74K - $6.05K
|
12.9K
$1.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
64+ 65.98% |
$5.65K - $5.96K
|
161
$14.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
64New |
$5.65K - $5.96K
|
64
$5.84K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
58New |
$5.12K - $5.4K
|
58
$5.29K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
56+ 5.8% |
$4.94K - $5.21K
|
1.02K
$93.2K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
56+ 1.83% |
$4.94K - $5.21K
|
3.12K
$285K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
55New |
$4.86K - $5.12K
|
55
$5.02K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
53+ 0.15% |
$4.68K - $4.93K
|
35.4K
$3.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
52+ 6.43% |
$4.59K - $4.84K
|
861
$78.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
50New |
$4.41K - $4.65K
|
50
$4.56K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
49+ 0.73% |
$4.33K - $4.56K
|
6.75K
$616K
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
48+ 1.32% |
$4.24K - $4.47K
|
3.69K
$337K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
45+ 2.17% |
$3.97K - $4.19K
|
2.12K
$193K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
41+ 1.11% |
$3.62K - $3.82K
|
3.74K
$341K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
37+ 35.58% |
$3.27K - $3.44K
|
141
$12.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
36+ 0.32% |
$3.18K - $3.35K
|
11.3K
$1.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
34+ 0.95% |
$3K - $3.16K
|
3.6K
$329K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
33+ 1.94% |
$2.91K - $3.07K
|
1.74K
$159K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
33+ 0.82% |
$2.91K - $3.07K
|
4.07K
$371K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
32New |
$2.82K - $2.98K
|
32
$2.92K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
31+ 1.95% |
$2.74K - $2.88K
|
1.62K
$148K
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
29+ 0.82% |
$2.56K - $2.7K
|
3.55K
$324K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
29+ 1.27% |
$2.56K - $2.7K
|
2.3K
$210K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
29+ 0.26% |
$2.56K - $2.7K
|
11K
$1.01M
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
28+ 0.82% |
$2.47K - $2.61K
|
3.45K
$315K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
27+ 0.14% |
$2.38K - $2.51K
|
19.4K
$1.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
24+ 0.51% |
$2.12K - $2.23K
|
4.77K
$436K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
23+ 0.66% |
$2.03K - $2.14K
|
3.49K
$318K
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
20+ 0.3% |
$1.77K - $1.86K
|
6.77K
$618K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
20New |
$1.77K - $1.86K
|
20
$1.83K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
19+ 2.04% |
$1.68K - $1.77K
|
951
$86.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18+ 0.53% |
$1.59K - $1.68K
|
3.4K
$310K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18+ 5.59% |
$1.59K - $1.68K
|
340
$31K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
18New |
$1.59K - $1.68K
|
18
$1.64K
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
16+ 0.4% |
$1.41K - $1.49K
|
3.98K
$363K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
13+ 0.1% |
$1.15K - $1.21K
|
13.4K
$1.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12+ 0.32% |
$1.06K - $1.12K
|
3.79K
$346K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
11+ 0.39% |
$971 - $1.02K
|
2.86K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11+ 0.06% |
$971 - $1.02K
|
18.4K
$1.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.29% |
$795 - $838
|
3.12K
$285K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
9New |
$795 - $838
|
9
$822
|