Purchases and Sales Made in Q4 2024 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q4 2024. 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 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.44M+ 143.47% |
$120M - $140M
|
2.44M
$216M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
114K+ 220.82% |
$9.54M - $11.1M
|
165K
$14.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
106K+ 106.06% |
$8.92M - $10.4M
|
207K
$18.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
69.9K+ 126.84% |
$5.86M - $6.82M
|
125K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
38.7K+ 216.85% |
$3.24M - $3.77M
|
56.5K
$5.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
27.8KNew |
$2.33M - $2.71M
|
27.8K
$2.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
26K+ 38.86% |
$2.18M - $2.53M
|
92.8K
$8.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
20.6KNew |
$1.72M - $2.01M
|
20.6K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
19.5K+ 23.29% |
$1.63M - $1.9M
|
103K
$9.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
18KNew |
$1.51M - $1.75M
|
18K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
17KNew |
$1.42M - $1.66M
|
17K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
15.4KNew |
$1.29M - $1.5M
|
15.4K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
14KNew |
$1.17M - $1.36M
|
14K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
11.4K+ 6.57% |
$957K - $1.11M
|
185K
$16.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.73K+ 91.84% |
$815K - $949K
|
20.3K
$1.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
9.65K+ 9.61% |
$808K - $941K
|
110K
$9.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
9.51KNew |
$797K - $928K
|
9.51K
$845K
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
9.47KNew |
$794K - $924K
|
9.47K
$841K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.37K+ 13.96% |
$785K - $914K
|
76.5K
$6.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
8.65KNew |
$725K - $844K
|
8.65K
$768K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.25K+ 99.32% |
$524K - $610K
|
12.5K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.31K+ 3.27% |
$445K - $518K
|
168K
$14.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.2KNew |
$436K - $507K
|
5.2K
$461K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.96KNew |
$415K - $484K
|
4.96K
$440K
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
4.86K+ 11.67% |
$408K - $475K
|
46.5K
$4.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.74K+ 57.47% |
$398K - $463K
|
13K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
4.52KNew |
$379K - $441K
|
4.52K
$401K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.74K+ 33.96% |
$314K - $365K
|
14.8K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.65K+ 2.89% |
$306K - $356K
|
130K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.59KNew |
$301K - $351K
|
3.59K
$319K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
3.57K+ 11.12% |
$300K - $349K
|
35.7K
$3.17M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.35K+ 14.43% |
$281K - $327K
|
26.6K
$2.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.31K+ 7.26% |
$278K - $323K
|
49K
$4.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
3.2K+ 15.42% |
$268K - $312K
|
24K
$2.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
3.12KNew |
$262K - $305K
|
3.12K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.08KNew |
$258K - $301K
|
3.08K
$274K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.05KNew |
$255K - $297K
|
3.05K
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
3K+ 1636.61% |
$251K - $292K
|
3.18K
$282K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.97KNew |
$249K - $290K
|
2.97K
$264K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.87KNew |
$240K - $280K
|
2.87K
$254K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.69K+ 77.15% |
$226K - $263K
|
6.18K
$549K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.69KNew |
$225K - $262K
|
2.69K
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
2.65K+ 6.28% |
$222K - $258K
|
44.7K
$3.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.64K+ 7.85% |
$221K - $257K
|
36.2K
$3.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.2K+ 6.52% |
$185K - $215K
|
36K
$3.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.2K+ 76.06% |
$184K - $214K
|
5.09K
$452K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.19K+ 19.67% |
$184K - $214K
|
13.3K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.9K+ 9.42% |
$159K - $185K
|
22K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.87K+ 12.92% |
$157K - $183K
|
16.4K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.86K+ 9.18% |
$156K - $181K
|
22.1K
$1.96M
|