Purchases and Sales Made in Q1 2024 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.28K+ 4.11% |
$185K - $212K
|
57.9K
$5.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.28KNew |
$184K - $211K
|
2.28K
$202K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.26KNew |
$183K - $210K
|
2.26K
$200K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.26KNew |
$183K - $210K
|
2.26K
$200K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.25KNew |
$182K - $209K
|
2.25K
$200K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.23KNew |
$181K - $207K
|
2.23K
$198K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.23KNew |
$180K - $207K
|
2.23K
$198K
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.22KNew |
$180K - $206K
|
2.22K
$197K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.22KNew |
$180K - $206K
|
2.22K
$197K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.22KNew |
$180K - $206K
|
2.22K
$197K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.22KNew |
$180K - $206K
|
2.22K
$197K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2.22KNew |
$179K - $206K
|
2.22K
$197K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.2KNew |
$178K - $204K
|
2.2K
$195K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
2.17KNew |
$175K - $201K
|
2.17K
$192K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.08K+ 34.67% |
$168K - $193K
|
8.08K
$717K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.08K+ 4.06% |
$168K - $193K
|
53.3K
$4.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.96K+ 4.13% |
$159K - $182K
|
49.5K
$4.4M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.88K+ 6.27% |
$152K - $174K
|
31.8K
$2.82M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
1.86K+ 17.36% |
$151K - $173K
|
12.6K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.84K+ 151.44% |
$149K - $171K
|
3.06K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.84K+ 9.79% |
$149K - $171K
|
20.7K
$1.83M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.78K+ 14.77% |
$144K - $165K
|
13.8K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.72K+ 12.33% |
$139K - $159K
|
15.6K
$1.39M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.69K+ 16.07% |
$137K - $157K
|
12.2K
$1.09M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.63K+ 2.82% |
$132K - $152K
|
59.5K
$5.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
1.63K+ 48.0% |
$132K - $152K
|
5.04K
$447K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.63K+ 19.32% |
$132K - $152K
|
10.1K
$894K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.61K+ 61.35% |
$130K - $149K
|
4.22K
$375K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.6K+ 7.45% |
$130K - $149K
|
23.1K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.56KNew |
$126K - $145K
|
1.56K
$138K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.53K+ 12.69% |
$124K - $142K
|
13.6K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.52K+ 16.26% |
$123K - $141K
|
10.9K
$966K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.51K+ 29.52% |
$122K - $140K
|
6.61K
$587K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.47K+ 1214.05% |
$119K - $136K
|
1.59K
$141K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.42K+ 5.21% |
$115K - $132K
|
28.6K
$2.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.37K+ 9.23% |
$111K - $127K
|
16.2K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.34K+ 10.35% |
$109K - $124K
|
14.3K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.33K+ 2.17% |
$108K - $124K
|
62.7K
$5.56M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.3KNew |
$105K - $121K
|
1.3K
$115K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.26K+ 2251.79% |
$102K - $117K
|
1.32K
$117K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.26K+ 47.15% |
$102K - $117K
|
3.92K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.24K+ 62.77% |
$100K - $115K
|
3.21K
$285K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.24K+ 3.41% |
$100K - $115K
|
37.5K
$3.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.22K+ 14.97% |
$99.1K - $114K
|
9.4K
$835K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.2KNew |
$97.3K - $112K
|
1.2K
$107K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.17K+ 7.83% |
$94.7K - $109K
|
16.1K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
1.16K+ 3.96% |
$93.9K - $108K
|
30.4K
$2.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.12K+ 67.71% |
$91K - $104K
|
2.78K
$247K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
1.12KNew |
$90.5K - $104K
|
1.12K
$99.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.11K+ 3.09% |
$89.6K - $103K
|
36.9K
$3.28M
|