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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 0.27% |
$83.8 - $97.6
|
368
$32.4K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
1+ 2.44% |
$83.8 - $97.6
|
42
$3.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1+ 0.02% |
$83.8 - $97.6
|
4.72K
$416K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.48% |
$83.8 - $97.6
|
209
$18.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.21% |
$83.8 - $97.6
|
481
$42.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-1- 0.2% |
$83.8 - $97.6
|
493
$43.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2- 0.48% |
$168 - $195
|
412
$36.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2- 6.67% |
$168 - $195
|
28
$2.47K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-4- 0.31% |
$335 - $390
|
1.29K
$113K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-5- 0.02% |
$419 - $488
|
23.3K
$2.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6- 0.23% |
$503 - $585
|
2.59K
$228K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-6Closed |
$503 - $585
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-8- 2.84% |
$670 - $781
|
274
$24.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-9- 1.13% |
$754 - $878
|
788
$69.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-10- 1.84% |
$838 - $976
|
533
$46.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-10- 0.11% |
$838 - $976
|
8.98K
$791K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-13- 0.15% |
$1.09K - $1.27K
|
8.65K
$762K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-13- 39.39% |
$1.09K - $1.27K
|
20
$1.76K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-15- 0.28% |
$1.26K - $1.46K
|
5.42K
$477K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-17- 1.06% |
$1.42K - $1.66K
|
1.59K
$140K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-19- 0.23% |
$1.59K - $1.85K
|
8.12K
$715K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-22- 5.16% |
$1.84K - $2.15K
|
404
$35.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-22- 0.7% |
$1.84K - $2.15K
|
3.14K
$276K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-22- 0.39% |
$1.84K - $2.15K
|
5.56K
$490K
|
|
|
Sep 24, 2025
Q4 2024
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-23- 0.77% |
$1.93K - $2.24K
|
2.97K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-25- 0.07% |
$2.1K - $2.44K
|
33.5K
$2.95M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-28- 1.06% |
$2.35K - $2.73K
|
2.61K
$230K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.54% |
$2.43K - $2.83K
|
5.38K
$474K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-30- 5.41% |
$2.51K - $2.93K
|
525
$46.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-33- 0.6% |
$2.77K - $3.22K
|
5.42K
$477K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-33- 29.73% |
$2.77K - $3.22K
|
78
$6.87K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-36- 0.31% |
$3.02K - $3.51K
|
11.7K
$1.03M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-37- 0.29% |
$3.1K - $3.61K
|
12.8K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-38- 0.65% |
$3.18K - $3.71K
|
5.79K
$510K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-40- 0.62% |
$3.35K - $3.9K
|
6.38K
$561K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-40- 0.46% |
$3.35K - $3.9K
|
8.68K
$765K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-40- 1.11% |
$3.35K - $3.9K
|
3.58K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-43- 16.23% |
$3.6K - $4.2K
|
222
$19.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-45- 0.21% |
$3.77K - $4.39K
|
21.1K
$1.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-47- 0.7% |
$3.94K - $4.59K
|
6.65K
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-50- 0.24% |
$4.19K - $4.88K
|
21.1K
$1.86M
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-50- 0.3% |
$4.19K - $4.88K
|
16.4K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-50- 0.84% |
$4.19K - $4.88K
|
5.91K
$521K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 14.29% |
$4.19K - $4.88K
|
300
$26.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-52- 1.45% |
$4.36K - $5.07K
|
3.55K
$312K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-60- 26.2% |
$5.03K - $5.85K
|
169
$14.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-62- 0.52% |
$5.2K - $6.05K
|
12K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-65- 2.35% |
$5.45K - $6.34K
|
2.7K
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-65- 1.69% |
$5.45K - $6.34K
|
3.78K
$333K
|