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 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 8.09% |
$105K - $121K
|
18.8K
$1.72M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.4K+ 55.01% |
$104K - $121K
|
3.95K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.31K+ 16.57% |
$97.8K - $113K
|
9.24K
$843K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.28K+ 39.0% |
$95.5K - $111K
|
4.57K
$417K
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.28K+ 3.68% |
$95.4K - $110K
|
36.1K
$3.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 7.72% |
$89.8K - $104K
|
16.8K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.2KNew |
$89.1K - $103K
|
1.2K
$109K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.19K+ 4.59% |
$88.9K - $103K
|
27.2K
$2.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.16K+ 8.55% |
$86.6K - $100K
|
14.8K
$1.35M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.04K+ 19.26% |
$77.2K - $89.4K
|
6.42K
$586K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
984+ 6.95% |
$73.3K - $84.8K
|
15.1K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
936New |
$69.7K - $80.7K
|
936
$85.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
918+ 1.68% |
$68.4K - $79.1K
|
55.6K
$5.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
915+ 9.2% |
$68.1K - $78.9K
|
10.9K
$991K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
855+ 628.68% |
$63.7K - $73.7K
|
991
$90.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
854New |
$63.6K - $73.6K
|
854
$78K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
789+ 14.52% |
$58.7K - $68K
|
6.22K
$568K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
776+ 9.99% |
$57.8K - $66.9K
|
8.54K
$780K
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
768+ 3.18% |
$57.2K - $66.2K
|
24.9K
$2.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
753+ 15.55% |
$56.1K - $64.9K
|
5.6K
$511K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
743+ 3.12% |
$55.3K - $64.1K
|
24.6K
$2.24M
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
735+ 1.45% |
$54.7K - $63.4K
|
51.4K
$4.69M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
715New |
$53.2K - $61.6K
|
715
$65.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
653+ 2.23% |
$48.6K - $56.3K
|
29.9K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
600+ 9.39% |
$44.7K - $51.7K
|
6.99K
$638K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
600+ 23.12% |
$44.7K - $51.7K
|
3.2K
$292K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
600+ 2.72% |
$44.7K - $51.7K
|
22.7K
$2.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
600+ 14.63% |
$44.7K - $51.7K
|
4.7K
$429K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
595+ 6.64% |
$44.3K - $51.3K
|
9.56K
$873K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
587+ 19.77% |
$43.7K - $50.6K
|
3.56K
$325K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
584New |
$43.5K - $50.3K
|
584
$53.3K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
570+ 5.57% |
$42.4K - $49.1K
|
10.8K
$986K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
569New |
$42.4K - $49.1K
|
569
$51.9K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
556+ 6.23% |
$41.4K - $47.9K
|
9.48K
$865K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
521New |
$38.8K - $44.9K
|
521
$47.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
521New |
$38.8K - $44.9K
|
521
$47.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
519+ 9.65% |
$38.6K - $44.7K
|
5.9K
$538K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
506+ 4.4% |
$37.7K - $43.6K
|
12K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
458+ 11.05% |
$34.1K - $39.5K
|
4.6K
$420K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
458+ 384.87% |
$34.1K - $39.5K
|
577
$52.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
456+ 4.77% |
$34K - $39.3K
|
10K
$915K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
448+ 1.63% |
$33.4K - $38.6K
|
27.9K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
442New |
$32.9K - $38.1K
|
442
$40.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
435+ 8.57% |
$32.4K - $37.5K
|
5.51K
$503K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
421+ 4.27% |
$31.3K - $36.3K
|
10.3K
$938K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
410+ 2.89% |
$30.5K - $35.3K
|
14.6K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
396+ 3.31% |
$29.5K - $34.1K
|
12.4K
$1.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
389+ 3.33% |
$29K - $33.5K
|
12.1K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
377+ 13.96% |
$28.1K - $32.5K
|
3.08K
$281K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
374+ 1.58% |
$27.8K - $32.2K
|
24.1K
$2.2M
|