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 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
3.51K+ 35.11% |
$262K - $303K
|
13.5K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.32KNew |
$247K - $286K
|
3.32K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.25K+ 91.97% |
$242K - $281K
|
6.79K
$620K
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3.19KNew |
$238K - $275K
|
3.19K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
3.13K+ 16.65% |
$233K - $270K
|
21.9K
$2M
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
3.09KNew |
$230K - $266K
|
3.09K
$282K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.98KNew |
$222K - $256K
|
2.98K
$272K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.94KNew |
$219K - $254K
|
2.94K
$269K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
2.93K+ 9.68% |
$218K - $252K
|
33.2K
$3.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.88KNew |
$214K - $248K
|
2.88K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.86KNew |
$213K - $247K
|
2.86K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2.83KNew |
$210K - $244K
|
2.83K
$258K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.82KNew |
$210K - $243K
|
2.82K
$257K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.69KNew |
$200K - $232K
|
2.69K
$246K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.65K+ 36.63% |
$198K - $229K
|
9.9K
$903K
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
2.59KNew |
$193K - $223K
|
2.59K
$236K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.56KNew |
$191K - $221K
|
2.56K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.54KNew |
$189K - $219K
|
2.54K
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.51KNew |
$187K - $217K
|
2.51K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.5KNew |
$186K - $216K
|
2.5K
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.49KNew |
$185K - $214K
|
2.49K
$227K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.48KNew |
$185K - $214K
|
2.48K
$227K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2.48K+ 10.6% |
$185K - $214K
|
25.8K
$2.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.47K+ 18.04% |
$184K - $213K
|
16.2K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.45K+ 26.14% |
$183K - $211K
|
11.8K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.42KNew |
$180K - $209K
|
2.42K
$221K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.41KNew |
$179K - $208K
|
2.41K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.41K+ 16.47% |
$179K - $207K
|
17K
$1.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.4KNew |
$179K - $207K
|
2.4K
$219K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
2.4K+ 22.39% |
$178K - $206K
|
13.1K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.39K+ 34.35% |
$178K - $206K
|
9.36K
$854K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
2.38KNew |
$177K - $205K
|
2.38K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.37KNew |
$177K - $204K
|
2.37K
$216K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.36KNew |
$176K - $204K
|
2.36K
$216K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.36K+ 5.93% |
$176K - $204K
|
42.2K
$3.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.35KNew |
$175K - $203K
|
2.35K
$215K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.34KNew |
$174K - $202K
|
2.34K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.31K+ 55.57% |
$172K - $199K
|
6.46K
$590K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.16K+ 119.92% |
$160K - $186K
|
3.95K
$361K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
2.14K+ 6.35% |
$159K - $184K
|
35.8K
$3.27M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
2.09KNew |
$155K - $180K
|
2.09K
$191K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
2.08K+ 3.24% |
$155K - $180K
|
66.3K
$6.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.07K+ 13.17% |
$154K - $178K
|
17.8K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
1.97K+ 0.4% |
$147K - $170K
|
501K
$45.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.82K+ 67.68% |
$136K - $157K
|
4.51K
$412K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.74K+ 18.22% |
$130K - $150K
|
11.3K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.51K+ 114.86% |
$112K - $130K
|
2.82K
$257K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.5K+ 22.52% |
$112K - $130K
|
8.18K
$746K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.42K+ 19.22% |
$106K - $122K
|
8.81K
$804K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.42K+ 41.84% |
$106K - $122K
|
4.81K
$439K
|