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 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
33+ 0.29% |
$2.87K - $3.2K
|
11.4K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
32+ 0.87% |
$2.78K - $3.11K
|
3.71K
$338K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
30+ 3.59% |
$2.61K - $2.91K
|
865
$79K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
30New |
$2.61K - $2.91K
|
30
$2.74K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
26+ 650.0% |
$2.26K - $2.52K
|
30
$2.74K
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
25+ 0.94% |
$2.17K - $2.43K
|
2.69K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
24+ 0.93% |
$2.09K - $2.33K
|
2.6K
$237K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
24New |
$2.09K - $2.33K
|
24
$2.19K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
23New |
$2K - $2.23K
|
23
$2.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
23New |
$2K - $2.23K
|
23
$2.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22+ 2.43% |
$1.91K - $2.14K
|
927
$84.6K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
22+ 2.15% |
$1.91K - $2.14K
|
1.04K
$95.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
22New |
$1.91K - $2.14K
|
22
$2.01K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
21+ 0.44% |
$1.83K - $2.04K
|
4.79K
$438K
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
20+ 0.77% |
$1.74K - $1.94K
|
2.61K
$238K
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
18+ 0.12% |
$1.57K - $1.75K
|
14.6K
$1.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
17+ 0.45% |
$1.48K - $1.65K
|
3.76K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
15New |
$1.3K - $1.46K
|
15
$1.37K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14+ 0.54% |
$1.22K - $1.36K
|
2.63K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14+ 0.08% |
$1.22K - $1.36K
|
16.9K
$1.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
13+ 2.4% |
$1.13K - $1.26K
|
555
$50.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
13+ 22.41% |
$1.13K - $1.26K
|
71
$6.48K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.52% |
$1.13K - $1.26K
|
2.52K
$230K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
12+ 0.33% |
$1.04K - $1.17K
|
3.62K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12+ 1.82% |
$1.04K - $1.17K
|
671
$61.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10+ 0.26% |
$870 - $971
|
3.8K
$347K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.29% |
$783 - $874
|
3.13K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
8+ 0.05% |
$696 - $777
|
14.6K
$1.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
7New |
$609 - $680
|
7
$639
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 0.4% |
$609 - $680
|
1.75K
$159K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7+ 0.3% |
$609 - $680
|
2.31K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6+ 0.11% |
$522 - $583
|
5.5K
$502K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
5+ 0.09% |
$435 - $485
|
5.43K
$495K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5+ 0.06% |
$435 - $485
|
7.99K
$730K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.16% |
$435 - $485
|
3.16K
$289K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.12% |
$435 - $485
|
4.3K
$392K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5New |
$435 - $485
|
5
$456
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5+ 0.08% |
$435 - $485
|
6.52K
$595K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.46% |
$435 - $485
|
1.1K
$101K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3+ 0.11% |
$261 - $291
|
2.83K
$258K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 0.05% |
$261 - $291
|
6.03K
$550K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.19% |
$261 - $291
|
1.54K
$141K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.55% |
$174 - $194
|
367
$33.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.04% |
$174 - $194
|
4.94K
$450K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$174 - $194
|
2.77K
$252K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
2+ 0.04% |
$174 - $194
|
5.46K
$498K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2+ 0.49% |
$174 - $194
|
414
$37.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2+ 0.07% |
$174 - $194
|
2.72K
$248K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.06% |
$87 - $97.1
|
1.82K
$166K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.21% |
$87 - $97.1
|
480
$43.8K
|