Purchases and Sales Made in Q4 2023 in Select Sector Spdr Fd Material (XLB)

XLB Quotes by TradingView

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 12, 2024 Q4 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
111
+ 1.28%
$8.27K - $9.57K
8.8K $803K
Jan 24, 2024 Q4 2023
Cranbrook Wealth Management, LLC

BUY
 -
107
+ 1.83%
$7.97K - $9.22K
5.97K $545K
Feb 13, 2024 Q4 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
106
+ 1.59%
$7.89K - $9.14K
6.78K $619K
Jan 17, 2024 Q4 2023
Planned Solutions, Inc.

BUY
 -
105
New
$7.82K - $9.05K
105 $9.58K
Jan 22, 2024 Q4 2023
Clarus Wealth Advisors

BUY
 -
102
+ 0.6%
$7.59K - $8.79K
17.1K $1.56M
Mar 08, 2024 Q4 2023
Trust CO Of Vermont

BUY
 -
100
+ 34.48%
$7.45K - $8.62K
390 $35.6K
Mar 22, 2024 Q4 2023
Livelsberger Financial Advisory

Ashland, OH
BUY
 -
100
New
$7.45K - $8.62K
100 $9.13K
Mar 12, 2024 Q4 2023
Spartan Planning & Wealth Management

Greensboro, NC
BUY
 -
95
+ 87.96%
$7.07K - $8.19K
203 $18.5K
Jan 05, 2024 Q4 2023
Pacifica Partners Inc.

BUY
 -
82
+ 136.67%
$6.11K - $7.07K
142 $13K
Feb 14, 2024 Q4 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
78
New
$5.81K - $6.72K
78 $7.12K
Jan 23, 2024 Q4 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
72
+ 0.46%
$5.36K - $6.21K
15.6K $1.43M
Feb 08, 2024 Q4 2023
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
70
+ 0.33%
$5.21K - $6.03K
21.5K $1.97M
Feb 14, 2024 Q4 2023
Prospera Financial Services Inc

BUY
 -
68
+ 0.81%
$5.06K - $5.86K
8.48K $774K
Feb 12, 2024 Q4 2023
Wedbush Securities Inc

BUY
 -
65
+ 0.69%
$4.84K - $5.6K
9.48K $865K
Jan 19, 2024 Q4 2023
Sharper & Granite LLC

El Segundo, CA
BUY
 -
65
+ 0.47%
$4.84K - $5.6K
13.9K $1.27M
Feb 13, 2024 Q4 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
64
+ 0.2%
$4.77K - $5.52K
32.4K $2.96M
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
57
New
$4.24K - $4.91K
57 $5.2K
Feb 05, 2024 Q4 2023
Blue Chip Partners, Inc.

BUY
 -
55
+ 0.66%
$4.1K - $4.74K
8.38K $765K
Feb 01, 2024 Q4 2023
Aspire Private Capital, LLC

BUY
 -
53
+ 4.8%
$3.95K - $4.57K
1.16K $106K
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

BUY
 -
53
+ 0.55%
$3.95K - $4.57K
9.71K $886K
Feb 06, 2024 Q4 2023
Pacific Capital Wealth Advisors, Inc

BUY
 -
50
New
$3.72K - $4.31K
50 $4.56K
May 09, 2024 Q4 2023
V2 Financial Group LLC

Naperville, IL
BUY
 -
47
+ 1.13%
$3.5K - $4.05K
4.22K $385K
Feb 01, 2024 Q4 2023
First Command Advisory Services, Inc.

BUY
 -
47
New
$3.5K - $4.05K
47 $4.29K
May 10, 2024 Q4 2023
V2 Financial Group LLC

Naperville, IL
BUY
 -
47
+ 1.13%
$3.5K - $4.05K
4.22K $385K
Feb 14, 2024 Q4 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
45
+ 166.67%
$3.35K - $3.88K
72 $6.57K
Jan 30, 2024 Q4 2023
Duncker Streett & CO Inc

BUY
 -
45
+ 3.63%
$3.35K - $3.88K
1.29K $117K
Mar 04, 2024 Q4 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
44
+ 100.0%
$3.28K - $3.79K
88 $8.03K
Jan 09, 2024 Q4 2023
Vickerman Investment Advisors, Inc.

Spokane, WA
BUY
 -
42
+ 1.43%
$3.13K - $3.62K
2.99K $273K
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
41
New
$3.05K - $3.53K
41 $3.74K
Jan 31, 2024 Q4 2023
Naples Money Management LLC

Naples, FL
BUY
 -
40
New
$2.98K - $3.45K
40 $3.65K
Jan 30, 2024 Q4 2023
Telos Capital Management, Inc.

BUY
 -
39
+ 0.15%
$2.9K - $3.36K
26.8K $2.45M
Jan 09, 2024 Q4 2023
Windsor Capital Management, LLC

BUY
 -
38
+ 0.58%
$2.83K - $3.28K
6.6K $603K
Feb 07, 2024 Q4 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
35
+ 1.31%
$2.61K - $3.02K
2.71K $247K
Feb 09, 2024 Q4 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
34
+ 8.7%
$2.53K - $2.93K
425 $38.8K
Jan 25, 2024 Q4 2023
Means Investment Co., Inc.

BUY
 -
33
+ 0.7%
$2.46K - $2.84K
4.73K $432K
Jan 10, 2024 Q4 2023
Flagship Harbor Advisors, LLC

BUY
 -
31
+ 0.37%
$2.31K - $2.67K
8.44K $770K
Jan 24, 2024 Q4 2023
Avitas Wealth Management LLC

BUY
 -
31
+ 0.89%
$2.31K - $2.67K
3.5K $320K
Jan 22, 2024 Q4 2023
Piscataqua Savings Bank

BUY
 -
29
+ 0.47%
$2.16K - $2.5K
6.21K $567K
Feb 06, 2024 Q4 2023
South State Corp

BUY
 -
29
+ 1.31%
$2.16K - $2.5K
2.25K $205K
Feb 14, 2024 Q4 2023
Ars Investment Partners, LLC

BUY
 -
26
+ 0.69%
$1.94K - $2.24K
3.78K $345K
Feb 26, 2024 Q4 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
25
+ 0.27%
$1.86K - $2.16K
9.24K $843K
Feb 09, 2024 Q4 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
25
+ 6.2%
$1.86K - $2.16K
428 $39.1K
Feb 09, 2024 Q4 2023
Heritage Wealth Advisors

BUY
 -
23
+ 2.78%
$1.71K - $1.98K
850 $77.6K
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
22
New
$1.64K - $1.9K
22 $2.01K
Jan 18, 2024 Q4 2023
Cutler Group LP

BUY
 -
20
New
$1.49K - $1.72K
20 $1.83K
Jan 24, 2024 Q4 2023
Sabal Trust CO

BUY
 -
18
+ 0.22%
$1.34K - $1.55K
8.23K $751K
Jan 10, 2024 Q4 2023
Dynamic Advisor Solutions LLC

BUY
 -
18
+ 0.26%
$1.34K - $1.55K
7.04K $643K
Feb 06, 2024 Q4 2023
Edge Rock Capital LLC

BUY
 -
17
New
$1.27K - $1.47K
17 $1.55K
Jan 25, 2024 Q4 2023
Trust CO Of Virginia

BUY
 -
16
+ 0.01%
$1.19K - $1.38K
119K $10.9M

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