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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-79- 4.38% |
$6.87K - $7.67K
|
1.72K
$157K
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-83- 0.14% |
$7.22K - $8.06K
|
59.6K
$5.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-87- 0.87% |
$7.56K - $8.45K
|
9.9K
$903K
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-90- 37.5% |
$7.83K - $8.74K
|
150
$13.7K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-91- 0.48% |
$7.91K - $8.84K
|
18.9K
$1.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-96- 0.42% |
$8.35K - $9.32K
|
22.8K
$2.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-98- 0.72% |
$8.52K - $9.51K
|
13.5K
$1.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-99- 9.82% |
$8.61K - $9.61K
|
909
$83K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-100- 1.53% |
$8.7K - $9.71K
|
6.42K
$586K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-106- 3.89% |
$9.22K - $10.3K
|
2.62K
$239K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-108- 2.91% |
$9.39K - $10.5K
|
3.6K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-110- 0.61% |
$9.56K - $10.7K
|
17.9K
$1.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-113- 2.63% |
$9.83K - $11K
|
4.19K
$382K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-114- 0.19% |
$9.91K - $11.1K
|
58.5K
$5.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-116- 34.42% |
$10.1K - $11.3K
|
221
$20.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-119- 0.84% |
$10.3K - $11.6K
|
14.1K
$1.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-121- 1.02% |
$10.5K - $11.7K
|
11.8K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-124- 1.37% |
$10.8K - $12K
|
8.95K
$817K
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-131- 0.62% |
$11.4K - $12.7K
|
21.2K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-139- 4.97% |
$12.1K - $13.5K
|
2.66K
$243K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-148- 0.96% |
$12.9K - $14.4K
|
15.2K
$1.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-150- 0.92% |
$13K - $14.6K
|
16.2K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-150- 1.24% |
$13K - $14.6K
|
12K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-151- 1.56% |
$13.1K - $14.7K
|
9.56K
$872K
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-152- 0.26% |
$13.2K - $14.8K
|
58.1K
$5.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-159- 4.45% |
$13.8K - $15.4K
|
3.42K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-161- 0.83% |
$14K - $15.6K
|
19.3K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-165- 52.38% |
$14.3K - $16K
|
150
$13.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-179- 1.64% |
$15.6K - $17.4K
|
10.7K
$979K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-181- 18.12% |
$15.7K - $17.6K
|
818
$74.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-183- 7.67% |
$15.9K - $17.8K
|
2.2K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-197- 2.14% |
$17.1K - $19.1K
|
9K
$822K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-197- 7.81% |
$17.1K - $19.1K
|
2.33K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-199- 5.06% |
$17.3K - $19.3K
|
3.73K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-202- 2.49% |
$17.6K - $19.6K
|
7.91K
$722K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-207- 7.95% |
$18K - $20.1K
|
2.4K
$219K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-209- 2.36% |
$18.2K - $20.3K
|
8.67K
$791K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-212- 1.92% |
$18.4K - $20.6K
|
10.8K
$988K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-215- 17.32% |
$18.7K - $20.9K
|
1.03K
$93.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-222- 0.86% |
$19.3K - $21.6K
|
25.5K
$2.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-225- 1.1% |
$19.6K - $21.8K
|
20.3K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-227- 0.99% |
$19.7K - $22K
|
22.6K
$2.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-229- 5.78% |
$19.9K - $22.2K
|
3.74K
$341K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-229- 2.29% |
$19.9K - $22.2K
|
9.78K
$893K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-240- 0.58% |
$20.9K - $23.3K
|
41.1K
$3.75M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-240- 0.7% |
$20.9K - $23.3K
|
34K
$3.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-240- 1.87% |
$20.9K - $23.3K
|
12.6K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-242- 15.92% |
$21K - $23.5K
|
1.28K
$117K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-243- 5.26% |
$21.1K - $23.6K
|
4.38K
$400K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-244- 6.22% |
$21.2K - $23.7K
|
3.68K
$336K
|