Purchases and Sales Made in Q3 2024 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-500- 4.03% |
$43.5K - $48.5K
|
11.9K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-501- 4.31% |
$43.6K - $48.6K
|
11.1K
$945K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-501- 8.94% |
$43.6K - $48.6K
|
5.1K
$434K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-513- 17.84% |
$44.6K - $49.8K
|
2.36K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-525- 6.14% |
$45.6K - $51K
|
8.03K
$683K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-534- 12.05% |
$46.4K - $51.8K
|
3.9K
$331K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-548- 98.56% |
$47.6K - $53.2K
|
8
$680
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-553- 2.64% |
$48.1K - $53.7K
|
20.4K
$1.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-559- 1.12% |
$48.6K - $54.3K
|
49.2K
$4.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-560- 5.5% |
$48.7K - $54.4K
|
9.61K
$818K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-562- 1.05% |
$48.9K - $54.6K
|
52.7K
$4.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-569- 4.54% |
$49.5K - $55.2K
|
12K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-586- 3.18% |
$51K - $56.9K
|
17.8K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-597- 2.62% |
$51.9K - $58K
|
22.2K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-598- 10.84% |
$52K - $58.1K
|
4.92K
$418K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-599- 6.21% |
$52.1K - $58.2K
|
9.05K
$770K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-619- 10.0% |
$53.8K - $60.1K
|
5.57K
$474K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-620- 50.0% |
$53.9K - $60.2K
|
620
$52.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-621- 9.17% |
$54K - $60.3K
|
6.15K
$523K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-625- 4.63% |
$54.3K - $60.7K
|
12.9K
$1.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-633- 2.09% |
$55K - $61.5K
|
29.6K
$2.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-640- 1.88% |
$55.6K - $62.1K
|
33.5K
$2.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-652- 13.94% |
$56.7K - $63.3K
|
4.03K
$342K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-653- 6.5% |
$56.8K - $63.4K
|
9.39K
$799K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-683- 2.79% |
$59.4K - $66.3K
|
23.8K
$2.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-692- 2.51% |
$60.2K - $67.2K
|
26.8K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-694- 18.88% |
$60.3K - $67.4K
|
2.98K
$254K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-700- 4.09% |
$60.9K - $68K
|
16.4K
$1.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-704- 19.26% |
$61.2K - $68.4K
|
2.95K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-721- 2.48% |
$62.7K - $70K
|
28.4K
$2.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-725- 15.65% |
$63K - $70.4K
|
3.91K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-750- 12.39% |
$65.2K - $72.8K
|
5.3K
$451K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-752- 6.76% |
$65.4K - $73K
|
10.4K
$883K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-781- 0.08% |
$67.9K - $75.8K
|
1M
$85.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-786- 19.67% |
$68.3K - $76.3K
|
3.21K
$273K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-806- 0.81% |
$70.1K - $78.3K
|
98.8K
$8.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-826- 5.37% |
$71.8K - $80.2K
|
14.6K
$1.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-833- 24.29% |
$72.4K - $80.9K
|
2.6K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-839- 0.92% |
$73K - $81.5K
|
90.8K
$7.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-888- 5.25% |
$77.2K - $86.2K
|
16K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-888- 39.93% |
$77.2K - $86.2K
|
1.34K
$114K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-900- 17.47% |
$78.3K - $87.4K
|
4.25K
$362K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-918- 4.11% |
$79.8K - $89.1K
|
21.4K
$1.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-922- 13.29% |
$80.2K - $89.5K
|
6.02K
$512K
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-954- 0.6% |
$83K - $92.6K
|
159K
$13.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-971- 3.61% |
$84.4K - $94.3K
|
25.9K
$2.21M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-1K- 96.06% |
$87K - $97.1K
|
41
$3.49K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.04K- 20.18% |
$90.4K - $101K
|
4.11K
$350K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.05K- 20.74% |
$91K - $102K
|
4K
$340K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.08K- 22.41% |
$93.5K - $104K
|
3.72K
$317K
|