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 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-4.29K- 32.28% |
$373K - $416K
|
8.99K
$765K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.36K- 8.08% |
$379K - $423K
|
49.6K
$4.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
SELL
|
- |
-4.39K- 50.17% |
$381K - $426K
|
4.36K
$371K
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.73K- 65.2% |
$411K - $459K
|
2.53K
$215K
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-4.87K- 19.05% |
$424K - $473K
|
20.7K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.04K- 5.37% |
$438K - $489K
|
88.7K
$7.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.17K- 18.21% |
$449K - $502K
|
23.2K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-5.29K- 58.61% |
$460K - $513K
|
3.73K
$317K
|
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-5.6K- 1.63% |
$487K - $544K
|
337K
$28.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.67K- 2.29% |
$493K - $550K
|
242K
$20.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.81K- 21.19% |
$505K - $564K
|
21.6K
$1.84M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-5.83K- 28.17% |
$507K - $566K
|
14.9K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.84K- 60.34% |
$507K - $567K
|
3.84K
$326K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5.94K- 7.85% |
$516K - $577K
|
69.7K
$5.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.34K- 7.22% |
$551K - $615K
|
81.5K
$6.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-6.43K- 7.81% |
$559K - $624K
|
75.9K
$6.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.77K- 5.67% |
$589K - $657K
|
113K
$9.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.34K- 5.74% |
$638K - $712K
|
120K
$10.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-7.4K- 64.07% |
$643K - $718K
|
4.15K
$353K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-7.45K- 38.25% |
$648K - $724K
|
12K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-7.51K- 23.12% |
$653K - $729K
|
25K
$2.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-7.56K- 25.75% |
$658K - $734K
|
21.8K
$1.86M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-7.65K- 48.11% |
$666K - $743K
|
8.26K
$702K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.72K- 6.74% |
$672K - $750K
|
107K
$9.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.75K- 5.22% |
$674K - $753K
|
141K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.22K- 42.19% |
$714K - $798K
|
11.3K
$957K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.24K- 69.86% |
$716K - $800K
|
3.56K
$302K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-8.67K- 34.33% |
$754K - $842K
|
16.6K
$1.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-9.07K- 40.99% |
$788K - $880K
|
13.1K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9.1K- 38.33% |
$791K - $884K
|
14.6K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.17K- 68.43% |
$797K - $890K
|
4.23K
$360K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-9.92K- 29.83% |
$863K - $963K
|
23.3K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-9.95K- 12.05% |
$865K - $966K
|
72.6K
$6.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-10.4K- 38.83% |
$903K - $1.01M
|
16.4K
$1.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.2K- 14.3% |
$974K - $1.09M
|
67.1K
$5.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.3K- 21.52% |
$980K - $1.09M
|
41.1K
$3.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-12.4K- 18.85% |
$1.07M - $1.2M
|
53.2K
$4.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-12.7K- 50.08% |
$1.1M - $1.23M
|
12.7K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12.7K- 35.1% |
$1.11M - $1.23M
|
23.5K
$2M
|
|
|
Oct 15, 2024
Q3 2024
|
Client First Capital LLC
|
SELL
|
- |
-12.8K- 23.46% |
$1.11M - $1.24M
|
41.7K
$3.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-13.2K- 10.02% |
$1.15M - $1.28M
|
119K
$10.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-13.3K- 74.58% |
$1.16M - $1.29M
|
4.54K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.4K- 9.57% |
$1.16M - $1.3M
|
126K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-13.5K- 58.05% |
$1.17M - $1.31M
|
9.73K
$828K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14.1K- 67.07% |
$1.22M - $1.37M
|
6.91K
$588K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.2K- 6.08% |
$1.4M - $1.57M
|
250K
$21.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-17.4K- 22.42% |
$1.51M - $1.69M
|
60.2K
$5.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18K- 4.82% |
$1.57M - $1.75M
|
356K
$30.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-18.5K- 20.48% |
$1.61M - $1.8M
|
72K
$6.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-20.3K- 71.28% |
$1.77M - $1.98M
|
8.2K
$697K
|