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 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-192- 3.28% |
$16.1K - $18.7K
|
5.66K
$503K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-205- 5.82% |
$17.2K - $20K
|
3.32K
$295K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-220- 7.42% |
$18.4K - $21.5K
|
2.74K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-234- 1.82% |
$19.6K - $22.8K
|
12.6K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-245- 7.96% |
$20.5K - $23.9K
|
2.83K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-284- 7.6% |
$23.8K - $27.7K
|
3.45K
$307K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-291- 10.71% |
$24.4K - $28.4K
|
2.43K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-300- 7.05% |
$25.1K - $29.3K
|
3.95K
$351K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-316- 3.19% |
$26.5K - $30.8K
|
9.58K
$851K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-344- 9.36% |
$28.8K - $33.6K
|
3.33K
$296K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-351- 2.75% |
$29.4K - $34.3K
|
12.4K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-375- 12.7% |
$31.4K - $36.6K
|
2.58K
$229K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-388- 12.58% |
$32.5K - $37.9K
|
2.7K
$239K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-391- 6.5% |
$32.8K - $38.2K
|
5.62K
$499K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-465- 7.25% |
$39K - $45.4K
|
5.95K
$528K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-470- 24.48% |
$39.4K - $45.9K
|
1.45K
$129K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-474- 6.33% |
$39.7K - $46.3K
|
7.01K
$623K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-476- 0.74% |
$39.9K - $46.4K
|
63.5K
$5.64M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-485- 3.25% |
$40.6K - $47.3K
|
14.5K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-489- 7.16% |
$41K - $47.7K
|
6.34K
$563K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-505- 12.72% |
$42.3K - $49.3K
|
3.46K
$308K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-525- 14.16% |
$44K - $51.2K
|
3.18K
$283K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-538- 4.49% |
$45.1K - $52.5K
|
11.4K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-600- 14.82% |
$50.3K - $58.5K
|
3.45K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-608- 15.56% |
$51K - $59.3K
|
3.3K
$293K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-637- 12.86% |
$53.4K - $62.2K
|
4.32K
$383K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-701- 18.99% |
$58.7K - $68.4K
|
2.99K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-712- 17.07% |
$59.7K - $69.5K
|
3.46K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-776- 5.77% |
$65K - $75.7K
|
12.7K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-904- 3.15% |
$75.8K - $88.2K
|
27.8K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-952- 20.4% |
$79.8K - $92.9K
|
3.71K
$330K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-993- 6.78% |
$83.2K - $96.9K
|
13.6K
$1.21M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.11K- 10.08% |
$92.7K - $108K
|
9.87K
$876K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.22K- 35.79% |
$102K - $119K
|
2.19K
$194K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.27K- 12.29% |
$107K - $124K
|
9.08K
$806K
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.31K- 1.12% |
$110K - $128K
|
116K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.36K- 15.2% |
$114K - $133K
|
7.59K
$674K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.47K- 99.93% |
$123K - $143K
|
1
$88.8
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.7K- 13.18% |
$143K - $166K
|
11.2K
$995K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.76K- 32.57% |
$148K - $172K
|
3.65K
$324K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.87K- 21.4% |
$157K - $183K
|
6.87K
$610K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-2K- 20.48% |
$168K - $195K
|
7.77K
$689K
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.32K- 3.96% |
$194K - $226K
|
56.2K
$4.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.89K- 75.73% |
$242K - $282K
|
926
$82.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.03K- 2.22% |
$254K - $296K
|
134K
$11.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-3.97K- 95.81% |
$333K - $388K
|
174
$15.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-4.08K- 49.8% |
$342K - $398K
|
4.12K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-4.77K- 30.34% |
$400K - $465K
|
11K
$972K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-5.21K- 6.86% |
$437K - $509K
|
70.7K
$6.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-5.31K- 61.15% |
$445K - $518K
|
3.37K
$299K
|