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 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-6.57K- 72.67% |
$551K - $641K
|
2.47K
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-8.16K- 72.56% |
$683K - $796K
|
3.09K
$274K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-8.76K- 0.75% |
$734K - $855K
|
1.16M
$103M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10.8K- 80.05% |
$907K - $1.06M
|
2.7K
$239K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.1K- 64.36% |
$1.01M - $1.18M
|
6.68K
$593K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-13.1K- 31.73% |
$1.1M - $1.28M
|
28.2K
$2.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-21.4K- 73.18% |
$1.79M - $2.09M
|
7.85K
$697K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-24.1K- 99.28% |
$2.02M - $2.35M
|
176
$15.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-26.8K- 40.75% |
$2.24M - $2.61M
|
38.9K
$3.45M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-42.1K- 60.44% |
$3.53M - $4.11M
|
27.6K
$2.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-51K- 96.76% |
$4.28M - $4.98M
|
1.71K
$152K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-177K- 86.31% |
$14.8M - $17.3M
|
28.1K
$2.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-187K- 91.39% |
$15.7M - $18.2M
|
17.6K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-265K- 95.02% |
$22.2M - $25.9M
|
13.9K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-695K- 99.48% |
$58.2M - $67.8M
|
3.64K
$323K
|