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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.2K+ 5.16% |
$1.8M - $2.09M
|
494K
$45.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.8K+ 16.78% |
$1.77M - $2.05M
|
165K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
21.6K+ 6.27% |
$1.61M - $1.86M
|
366K
$33.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
20.7KNew |
$1.54M - $1.79M
|
20.7K
$1.89M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
19.1K+ 5485.96% |
$1.43M - $1.65M
|
19.5K
$1.78M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
18.9KNew |
$1.41M - $1.63M
|
18.9K
$1.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
18.3K+ 67.06% |
$1.36M - $1.57M
|
45.5K
$4.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
17.1K+ 409.09% |
$1.28M - $1.48M
|
21.3K
$1.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
16.7KNew |
$1.24M - $1.44M
|
16.7K
$1.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
16.6KNew |
$1.23M - $1.43M
|
16.6K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
16.3KNew |
$1.21M - $1.4M
|
16.3K
$1.49M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.1K+ 3.58% |
$1.2M - $1.38M
|
465K
$42.5M
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
15.9KNew |
$1.19M - $1.37M
|
15.9K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
14.7KNew |
$1.09M - $1.27M
|
14.7K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$1.07M - $1.24M
|
14.4K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
14.1KNew |
$1.05M - $1.22M
|
14.1K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
13.7KNew |
$1.02M - $1.18M
|
13.7K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
13.6K+ 49.96% |
$1.01M - $1.17M
|
40.9K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.6KNew |
$936K - $1.08M
|
12.6K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
12.4KNew |
$927K - $1.07M
|
12.4K
$1.14M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
12.2KNew |
$907K - $1.05M
|
12.2K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
12.1KNew |
$902K - $1.04M
|
12.1K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
11.6K+ 137.56% |
$866K - $1M
|
20.1K
$1.83M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
11.6K+ 422.4% |
$863K - $1M
|
14.3K
$1.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
11.5KNew |
$859K - $994K
|
11.5K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
11.2KNew |
$834K - $965K
|
11.2K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
11.1K+ 27.14% |
$827K - $958K
|
52.1K
$4.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
11K+ 15.03% |
$821K - $951K
|
84.4K
$7.71M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
10.7K+ 20550.0% |
$796K - $921K
|
10.7K
$980K
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
10.6KNew |
$790K - $914K
|
10.6K
$968K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
10.5KNew |
$782K - $906K
|
10.5K
$959K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.2K+ 93.3% |
$760K - $880K
|
21.1K
$1.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10.2KNew |
$756K - $876K
|
10.2K
$927K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
10.1KNew |
$754K - $873K
|
10.1K
$925K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.36K+ 674.08% |
$697K - $807K
|
10.8K
$981K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
8.88K+ 1776.8% |
$662K - $766K
|
9.38K
$857K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
8.72KNew |
$649K - $752K
|
8.72K
$796K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.55K+ 36.27% |
$636K - $737K
|
32.1K
$2.93M
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
8.28KNew |
$617K - $714K
|
8.28K
$756K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
7.98K+ 27.9% |
$594K - $688K
|
36.6K
$3.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
7.98K+ 27.9% |
$594K - $688K
|
36.6K
$3.34M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
7.8KNew |
$581K - $673K
|
7.8K
$712K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
7.76K+ 296.22% |
$578K - $669K
|
10.4K
$948K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
7.35K+ 13.64% |
$547K - $633K
|
61.2K
$5.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.2K+ 0.27% |
$536K - $620K
|
2.7M
$247M
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
6.91K+ 76.37% |
$514K - $596K
|
16K
$1.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
6.84K+ 61.59% |
$510K - $590K
|
18K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
6.79KNew |
$505K - $585K
|
6.79K
$620K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
6.66KNew |
$496K - $574K
|
6.66K
$608K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
6.64KNew |
$494K - $572K
|
6.64K
$606K
|