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 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.3% |
$87 - $97.1
|
333
$30.4K
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.32% |
$87 - $97.1
|
312
$28.5K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.7% |
$87 - $97.1
|
143
$13.1K
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.48% |
$87 - $97.1
|
208
$19K
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.28% |
$87 - $97.1
|
359
$32.8K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1- 2.94% |
$87 - $97.1
|
33
$3.01K
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-5- 7.81% |
$435 - $485
|
59
$5.39K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-8- 0.38% |
$696 - $777
|
2.08K
$190K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 0.61% |
$783 - $874
|
1.47K
$134K
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-10- 0.33% |
$870 - $971
|
3.05K
$279K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-11- 0.68% |
$956 - $1.07K
|
1.61K
$147K
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-11- 0.04% |
$956 - $1.07K
|
29.3K
$2.67M
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-15- 0.23% |
$1.3K - $1.46K
|
6.56K
$598K
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-17- 0.7% |
$1.48K - $1.65K
|
2.42K
$221K
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-17- 0.91% |
$1.48K - $1.65K
|
1.85K
$169K
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-19- 0.01% |
$1.65K - $1.84K
|
236K
$21.5M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-19- 2.0% |
$1.65K - $1.84K
|
932
$85.1K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-20- 0.23% |
$1.74K - $1.94K
|
8.72K
$796K
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-21- 4.7% |
$1.83K - $2.04K
|
426
$38.9K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-21- 11.86% |
$1.83K - $2.04K
|
156
$14.2K
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-23- 0.41% |
$2K - $2.23K
|
5.58K
$510K
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-24- 1.16% |
$2.09K - $2.33K
|
2.04K
$186K
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-25- 0.84% |
$2.17K - $2.43K
|
2.96K
$270K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-25- 3.14% |
$2.17K - $2.43K
|
770
$70.3K
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-26- 0.04% |
$2.26K - $2.52K
|
66.9K
$6.11M
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-29- 0.39% |
$2.52K - $2.82K
|
7.39K
$675K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-30- 2.27% |
$2.61K - $2.91K
|
1.29K
$118K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-32- 0.75% |
$2.78K - $3.11K
|
4.25K
$388K
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-34- 0.04% |
$2.96K - $3.3K
|
87.2K
$7.96M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-36- 0.95% |
$3.13K - $3.5K
|
3.77K
$344K
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-36- 0.37% |
$3.13K - $3.5K
|
9.72K
$887K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-37- 1.19% |
$3.22K - $3.59K
|
3.09K
$282K
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-37- 1.54% |
$3.22K - $3.59K
|
2.37K
$217K
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-39- 6.7% |
$3.39K - $3.79K
|
543
$49.6K
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-39- 0.93% |
$3.39K - $3.79K
|
4.13K
$377K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-42- 1.55% |
$3.65K - $4.08K
|
2.68K
$244K
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-42- 82.35% |
$3.65K - $4.08K
|
9
$822
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-44- 0.54% |
$3.83K - $4.27K
|
8.14K
$743K
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-44- 1.11% |
$3.83K - $4.27K
|
3.93K
$359K
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-50- 0.01% |
$4.35K - $4.85K
|
699K
$63.8M
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-50- 1.79% |
$4.35K - $4.85K
|
2.74K
$250K
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-54- 0.9% |
$4.7K - $5.24K
|
5.96K
$544K
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-57- 1.65% |
$4.96K - $5.53K
|
3.39K
$310K
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-60- 0.35% |
$5.22K - $5.83K
|
17.3K
$1.58M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-61- 1.97% |
$5.3K - $5.92K
|
3.04K
$277K
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-61- 1.04% |
$5.3K - $5.92K
|
5.83K
$532K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-64- 1.87% |
$5.56K - $6.21K
|
3.36K
$307K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-68- 3.21% |
$5.91K - $6.6K
|
2.05K
$187K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-69- 1.04% |
$6K - $6.7K
|
6.58K
$600K
|