Purchases and Sales Made in Q4 2023 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-699- 43.02% |
$52K - $60.3K
|
926
$84.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-714- 20.53% |
$53.2K - $61.6K
|
2.76K
$252K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-714- 2.25% |
$53.2K - $61.6K
|
31K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-719- 14.99% |
$53.5K - $62K
|
4.08K
$372K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-750- 5.01% |
$55.8K - $64.7K
|
14.2K
$1.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-775- 11.56% |
$57.7K - $66.8K
|
5.93K
$541K
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-776- 2.19% |
$57.8K - $66.9K
|
34.7K
$3.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-779- 12.5% |
$58K - $67.2K
|
5.46K
$498K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-796- 5.33% |
$59.3K - $68.6K
|
14.1K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-827- 12.24% |
$61.6K - $71.3K
|
5.93K
$541K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-866- 10.46% |
$64.5K - $74.7K
|
7.41K
$677K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-872- 4.09% |
$64.9K - $75.2K
|
20.5K
$1.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-894- 7.83% |
$66.6K - $77.1K
|
10.5K
$961K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-919- 47.01% |
$68.4K - $79.2K
|
1.04K
$94.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-945- 25.58% |
$70.4K - $81.5K
|
2.75K
$251K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-945- 12.62% |
$70.4K - $81.5K
|
6.55K
$598K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-958- 13.78% |
$71.3K - $82.6K
|
6K
$547K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-979- 0.61% |
$72.9K - $84.4K
|
160K
$14.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-990- 7.64% |
$73.7K - $85.3K
|
12K
$1.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-997- 73.36% |
$74.2K - $86K
|
362
$33K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.01K- 1.06% |
$74.9K - $86.7K
|
94.3K
$8.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.02K- 27.61% |
$75.7K - $87.7K
|
2.67K
$243K
|
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.05K- 0.94% |
$78.5K - $90.9K
|
111K
$10.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.07K- 48.4% |
$79.8K - $92.4K
|
1.14K
$104K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.07K- 4.16% |
$79.9K - $92.5K
|
24.7K
$2.25M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.07K- 28.16% |
$79.9K - $92.5K
|
2.74K
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.09K- 25.31% |
$81.5K - $94.3K
|
3.23K
$295K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.09K- 75.19% |
$81.5K - $94.3K
|
361
$33K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.1K- 8.45% |
$81.8K - $94.7K
|
11.9K
$1.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.12K- 36.62% |
$83K - $96.1K
|
1.93K
$176K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.12K- 7.09% |
$83.2K - $96.4K
|
14.6K
$1.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.17K- 24.78% |
$87.4K - $101K
|
3.56K
$325K
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.24K- 1.99% |
$92K - $106K
|
60.7K
$5.54M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.25K- 1.86% |
$92.7K - $107K
|
65.7K
$6M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.27K- 51.95% |
$94.4K - $109K
|
1.17K
$107K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 6.7% |
$97.8K - $113K
|
18.3K
$1.67M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.32K- 47.57% |
$98.5K - $114K
|
1.46K
$133K
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.33K- 3.98% |
$99K - $115K
|
32.1K
$2.93M
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.34K- 84.41% |
$99.6K - $115K
|
247
$22.5K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-1.35K- 2.0% |
$100K - $116K
|
65.9K
$6.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.35K- 14.74% |
$100K - $116K
|
7.78K
$710K
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.4K- 1.46% |
$104K - $121K
|
94.7K
$8.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.41K- 7.66% |
$105K - $121K
|
17K
$1.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
SELL
|
- |
-1.42K- 12.63% |
$106K - $123K
|
9.85K
$899K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.43K- 11.47% |
$106K - $123K
|
11K
$1.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.48K- 5.51% |
$110K - $128K
|
25.4K
$2.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.48K- 15.41% |
$110K - $128K
|
8.15K
$744K
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.5K- 15.93% |
$112K - $129K
|
7.92K
$722K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.51K- 56.18% |
$112K - $130K
|
1.18K
$108K
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.52K- 1.28% |
$113K - $131K
|
118K
$10.7M
|