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 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-250- 2.5% |
$21.7K - $24.3K
|
9.77K
$891K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-251- 4.21% |
$21.8K - $24.4K
|
5.72K
$522K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-254- 2.86% |
$22.1K - $24.7K
|
8.64K
$789K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-257- 0.9% |
$22.3K - $25K
|
28.4K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-261- 6.47% |
$22.7K - $25.3K
|
3.78K
$345K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-265- 6.38% |
$23K - $25.7K
|
3.89K
$355K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-271- 5.31% |
$23.6K - $26.3K
|
4.83K
$441K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-271- 0.94% |
$23.6K - $26.3K
|
28.7K
$2.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-277- 11.37% |
$24.1K - $26.9K
|
2.16K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-280- 9.9% |
$24.3K - $27.2K
|
2.55K
$233K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-281- 2.69% |
$24.4K - $27.3K
|
10.2K
$929K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-284- 2.03% |
$24.7K - $27.6K
|
13.7K
$1.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-297- 1.5% |
$25.8K - $28.8K
|
19.5K
$1.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-306- 2.34% |
$26.6K - $29.7K
|
12.7K
$1.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-314- 3.46% |
$27.3K - $30.5K
|
8.75K
$799K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-340- 1.34% |
$29.6K - $33K
|
25.1K
$2.29M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-350- 2.89% |
$30.4K - $34K
|
11.7K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-366- 1.78% |
$31.8K - $35.5K
|
20.1K
$1.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-373- 55.01% |
$32.4K - $36.2K
|
305
$27.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-373- 9.66% |
$32.4K - $36.2K
|
3.49K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-377- 2.49% |
$32.8K - $36.6K
|
14.8K
$1.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-381- 6.18% |
$33.1K - $37K
|
5.79K
$528K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-389- 57.97% |
$33.8K - $37.8K
|
282
$25.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-394- 3.27% |
$34.3K - $38.3K
|
11.6K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-400- 11.76% |
$34.8K - $38.8K
|
3K
$274K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-403- 11.87% |
$35K - $39.1K
|
2.99K
$273K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-409- 12.13% |
$35.6K - $39.7K
|
2.96K
$271K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-410- 12.97% |
$35.6K - $39.8K
|
2.75K
$251K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-416- 12.99% |
$36.2K - $40.4K
|
2.79K
$254K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-428- 10.01% |
$37.2K - $41.6K
|
3.85K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-450- 13.56% |
$39.1K - $43.7K
|
2.87K
$262K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-454- 7.2% |
$39.5K - $44.1K
|
5.85K
$534K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-467- 6.81% |
$40.6K - $45.3K
|
6.39K
$584K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-471- 6.68% |
$41K - $45.7K
|
6.58K
$600K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-471- 97.72% |
$41K - $45.7K
|
11
$1K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-479- 4.17% |
$41.6K - $46.5K
|
11K
$1.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-487- 3.9% |
$42.3K - $47.3K
|
12K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-500- 4.03% |
$43.5K - $48.5K
|
11.9K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-501- 4.31% |
$43.6K - $48.6K
|
11.1K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-501- 8.94% |
$43.6K - $48.6K
|
5.1K
$466K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-513- 17.84% |
$44.6K - $49.8K
|
2.36K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-525- 6.14% |
$45.6K - $51K
|
8.03K
$733K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-534- 12.05% |
$46.4K - $51.8K
|
3.9K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-553- 2.64% |
$48.1K - $53.7K
|
20.4K
$1.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-559- 1.12% |
$48.6K - $54.3K
|
49.2K
$4.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-560- 5.5% |
$48.7K - $54.4K
|
9.61K
$877K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-562- 1.05% |
$48.9K - $54.6K
|
52.7K
$4.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-569- 4.54% |
$49.5K - $55.2K
|
12K
$1.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-586- 3.18% |
$51K - $56.9K
|
17.8K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-597- 2.62% |
$51.9K - $58K
|
22.2K
$2.03M
|