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
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.16K+ 34.78% |
$100K - $112K
|
4.48K
$381K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.15K+ 3.55% |
$100K - $112K
|
33.6K
$2.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.1KNew |
$95.6K - $107K
|
1.1K
$93.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.1K+ 4.6% |
$95.3K - $106K
|
24.9K
$2.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.09K+ 14.58% |
$94.8K - $106K
|
8.57K
$729K
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
1.09K+ 2.65% |
$94.4K - $105K
|
42.1K
$3.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.08K+ 7.37% |
$93.5K - $104K
|
15.7K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1K+ 35.97% |
$87K - $97.1K
|
3.78K
$321K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
980+ 6.63% |
$85.2K - $95.1K
|
15.8K
$1.34M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
978+ 1.55% |
$85K - $95K
|
64K
$5.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
965+ 6.92% |
$83.9K - $93.7K
|
14.9K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
920+ 8.47% |
$80K - $89.3K
|
11.8K
$1M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
871+ 5.13% |
$75.7K - $84.6K
|
17.8K
$1.52M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
857+ 25.85% |
$74.5K - $83.2K
|
4.17K
$355K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
841+ 13.67% |
$73.1K - $81.7K
|
6.99K
$595K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
750+ 7.71% |
$65.2K - $72.8K
|
10.5K
$891K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
733+ 19.15% |
$63.7K - $71.2K
|
4.56K
$388K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
732+ 3.66% |
$63.6K - $71.1K
|
20.8K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
725+ 0.6% |
$63K - $70.4K
|
122K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
723+ 85.06% |
$62.9K - $70.2K
|
1.57K
$134K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
681+ 4.03% |
$59.2K - $66.1K
|
17.6K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
647+ 9.23% |
$56.3K - $62.8K
|
7.66K
$651K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
626+ 3.12% |
$54.4K - $60.8K
|
20.7K
$1.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
623+ 0.95% |
$54.2K - $60.5K
|
66.2K
$5.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
600+ 8.11% |
$52.2K - $58.3K
|
8K
$680K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
600New |
$52.2K - $58.3K
|
600
$51K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
584New |
$50.8K - $56.7K
|
584
$49.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
564+ 13.87% |
$49K - $54.8K
|
4.63K
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
563+ 19.92% |
$49K - $54.7K
|
3.39K
$288K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
540+ 8.77% |
$47K - $52.4K
|
6.7K
$570K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
530+ 16.22% |
$46.1K - $51.5K
|
3.8K
$323K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
500+ 3.69% |
$43.5K - $48.5K
|
14K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
488New |
$42.4K - $47.4K
|
488
$41.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
481+ 2.02% |
$41.8K - $46.7K
|
24.3K
$2.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
459+ 2.06% |
$39.9K - $44.6K
|
22.7K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
459+ 4.01% |
$39.9K - $44.6K
|
11.9K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
455+ 10.0% |
$39.6K - $44.2K
|
5K
$426K
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
439+ 1.4% |
$38.2K - $42.6K
|
31.7K
$2.7M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
422+ 2.91% |
$36.7K - $41K
|
14.9K
$1.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
419+ 15.1% |
$36.4K - $40.7K
|
3.19K
$272K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
418+ 3.56% |
$36.3K - $40.6K
|
12.2K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
388+ 0.87% |
$33.7K - $37.7K
|
44.9K
$3.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
383+ 3.65% |
$33.3K - $37.2K
|
10.9K
$924K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
373+ 8.14% |
$32.4K - $36.2K
|
4.95K
$421K
|
|
|
Nov 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
371+ 1.01% |
$32.3K - $36K
|
36.9K
$3.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
369+ 10.25% |
$32.1K - $35.8K
|
3.97K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
363+ 36300.0% |
$31.6K - $35.2K
|
364
$31K
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
362+ 3.47% |
$31.5K - $35.1K
|
10.8K
$918K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
359+ 12.52% |
$31.2K - $34.9K
|
3.23K
$274K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
353+ 9.28% |
$30.7K - $34.3K
|
4.16K
$354K
|