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 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
315+ 11.71% |
$26.4K - $30.7K
|
3.01K
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
300+ 88.24% |
$25.1K - $29.3K
|
640
$56.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
285+ 6.16% |
$23.9K - $27.8K
|
4.91K
$436K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
277+ 10.07% |
$23.2K - $27K
|
3.03K
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
265+ 2.28% |
$22.2K - $25.9K
|
11.9K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
260+ 6.68% |
$21.8K - $25.4K
|
4.15K
$368K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
258+ 3.94% |
$21.6K - $25.2K
|
6.81K
$605K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
256+ 4.48% |
$21.5K - $25K
|
5.97K
$530K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
249+ 1.06% |
$20.9K - $24.3K
|
23.7K
$2.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
245+ 13.17% |
$20.5K - $23.9K
|
2.11K
$187K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
236+ 7.45% |
$19.8K - $23K
|
3.4K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
227+ 6.21% |
$19K - $22.2K
|
3.88K
$345K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
202+ 3.07% |
$16.9K - $19.7K
|
6.78K
$602K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
181+ 4.77% |
$15.2K - $17.7K
|
3.98K
$353K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
176+ 3.67% |
$14.7K - $17.2K
|
4.97K
$441K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
168+ 0.94% |
$14.1K - $16.4K
|
18K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
164+ 3.54% |
$13.7K - $16K
|
4.8K
$426K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
162+ 1.15% |
$13.6K - $15.8K
|
14.2K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
157+ 3.78% |
$13.2K - $15.3K
|
4.31K
$383K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
156+ 6.98% |
$13.1K - $15.2K
|
2.39K
$212K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
143+ 6.05% |
$12K - $14K
|
2.51K
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
135New |
$11.3K - $13.2K
|
135
$12K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
107+ 7.8% |
$8.97K - $10.4K
|
1.48K
$131K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
105New |
$8.8K - $10.2K
|
105
$9.32K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
97+ 87.39% |
$8.13K - $9.47K
|
208
$18.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
95+ 81.9% |
$7.96K - $9.27K
|
211
$18.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
92+ 1.86% |
$7.71K - $8.98K
|
5.03K
$446K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
89New |
$7.46K - $8.68K
|
89
$7.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
83+ 123.88% |
$6.96K - $8.1K
|
150
$13.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
74+ 1.96% |
$6.2K - $7.22K
|
3.85K
$341K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
67New |
$5.61K - $6.54K
|
67
$5.95K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
64+ 1.75% |
$5.36K - $6.25K
|
3.72K
$330K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
59New |
$4.94K - $5.76K
|
59
$5.24K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
57+ 3.27% |
$4.78K - $5.56K
|
1.8K
$160K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
52+ 17.93% |
$4.36K - $5.07K
|
342
$30.4K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
50+ 66.67% |
$4.19K - $4.88K
|
125
$11.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
33+ 6.78% |
$2.77K - $3.22K
|
520
$46.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
31+ 15.42% |
$2.6K - $3.02K
|
232
$20.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
21+ 0.18% |
$1.76K - $2.05K
|
11.4K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
20+ 0.66% |
$1.68K - $1.95K
|
3.07K
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
19+ 0.47% |
$1.59K - $1.85K
|
4.02K
$357K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18New |
$1.51K - $1.76K
|
18
$1.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
14+ 0.54% |
$1.17K - $1.37K
|
2.61K
$232K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13+ 0.34% |
$1.09K - $1.27K
|
3.81K
$338K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
13+ 0.39% |
$1.09K - $1.27K
|
3.37K
$299K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
12+ 4.0% |
$1.01K - $1.17K
|
312
$27.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.4% |
$838 - $976
|
2.53K
$224K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.29% |
$754 - $878
|
3.14K
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
8+ 0.33% |
$670 - $781
|
2.41K
$214K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8+ 0.06% |
$670 - $781
|
13.6K
$1.21M
|