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 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.07K+ 37.41% |
$86.7K - $99.5K
|
3.93K
$349K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 6.17% |
$84.1K - $96.5K
|
17.9K
$1.59M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.01K+ 1010.0% |
$81.8K - $93.8K
|
1.11K
$98.6K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
981+ 1.49% |
$79.4K - $91.1K
|
66.7K
$5.92M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
964+ 8.15% |
$78.1K - $89.5K
|
12.8K
$1.14M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
939+ 4.82% |
$76K - $87.2K
|
20.4K
$1.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
935+ 34.75% |
$75.7K - $86.9K
|
3.63K
$322K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
905+ 7.43% |
$73.3K - $84.1K
|
13.1K
$1.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
882+ 3.14% |
$71.4K - $81.9K
|
28.9K
$2.57M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
859+ 89.95% |
$69.6K - $79.8K
|
1.81K
$161K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
814+ 8.81% |
$65.9K - $75.6K
|
10.1K
$893K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
813+ 2.4% |
$65.8K - $75.5K
|
34.7K
$3.08M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
809New |
$65.5K - $75.1K
|
809
$71.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
805+ 7.75% |
$65.2K - $74.8K
|
11.2K
$993K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
760+ 13.37% |
$61.5K - $70.6K
|
6.45K
$572K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
742+ 9.11% |
$60.1K - $68.9K
|
8.89K
$789K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
724+ 12.22% |
$58.6K - $67.3K
|
6.65K
$591K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
688New |
$55.7K - $63.9K
|
688
$61.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
672+ 8.61% |
$54.4K - $62.4K
|
8.47K
$752K
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
655+ 11.92% |
$53K - $60.8K
|
6.15K
$546K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
654+ 2.65% |
$53K - $60.8K
|
25.3K
$2.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
635+ 3.29% |
$51.4K - $59K
|
19.9K
$1.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
625+ 10.09% |
$50.6K - $58.1K
|
6.82K
$605K
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
607+ 2.77% |
$49.2K - $56.4K
|
22.5K
$2M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
602+ 27.9% |
$48.7K - $55.9K
|
2.76K
$245K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
601+ 9.36% |
$48.7K - $55.8K
|
7.02K
$623K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
584New |
$47.3K - $54.2K
|
584
$51.9K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
573+ 4.6% |
$46.4K - $53.2K
|
13K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
565+ 1.47% |
$45.8K - $52.5K
|
39.1K
$3.47M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
563+ 1.62% |
$45.6K - $52.3K
|
35.4K
$3.14M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
545+ 0.92% |
$44.1K - $50.6K
|
59.9K
$5.31M
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
543+ 1.0% |
$44K - $50.4K
|
54.6K
$4.85M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
538+ 1.62% |
$43.6K - $50K
|
33.7K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
536+ 4.33% |
$43.4K - $49.8K
|
12.9K
$1.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
522+ 17.73% |
$42.3K - $48.5K
|
3.47K
$308K
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
521+ 20.15% |
$42.2K - $48.4K
|
3.11K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
521+ 1.48% |
$42.2K - $48.4K
|
35.7K
$3.17M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
500+ 7.97% |
$40.5K - $46.4K
|
6.77K
$601K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
500New |
$40.5K - $46.4K
|
500
$44.4K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
492+ 3.76% |
$39.8K - $45.7K
|
13.6K
$1.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
478+ 3.71% |
$38.7K - $44.4K
|
13.4K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
470+ 7.54% |
$38.1K - $43.7K
|
6.7K
$595K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
456+ 2.17% |
$36.9K - $42.4K
|
21.5K
$1.91M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
443+ 5.31% |
$35.9K - $41.2K
|
8.78K
$779K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
434+ 14.05% |
$35.1K - $40.3K
|
3.52K
$313K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
431+ 4.3% |
$34.9K - $40K
|
10.5K
$928K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
431+ 3.37% |
$34.9K - $40K
|
13.2K
$1.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
418+ 2.91% |
$33.8K - $38.8K
|
14.8K
$1.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
416+ 4.87% |
$33.7K - $38.6K
|
8.96K
$795K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
392+ 3.24% |
$31.7K - $36.4K
|
12.5K
$1.11M
|