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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
52+ 3.69% |
$4.21K - $4.83K
|
1.46K
$130K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
47+ 42.34% |
$3.81K - $4.37K
|
158
$14K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
47+ 361.54% |
$3.81K - $4.37K
|
60
$5.33K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
46+ 7.54% |
$3.73K - $4.27K
|
656
$58.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
45+ 1.0% |
$3.64K - $4.18K
|
4.54K
$403K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
45+ 0.51% |
$3.64K - $4.18K
|
8.91K
$791K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
36+ 0.85% |
$2.92K - $3.34K
|
4.3K
$381K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
33New |
$2.67K - $3.07K
|
33
$2.93K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
33New |
$2.67K - $3.07K
|
33
$2.93K
|
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
33+ 0.09% |
$2.67K - $3.07K
|
35.8K
$3.18M
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
32+ 0.77% |
$2.59K - $2.97K
|
4.17K
$370K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
28+ 36.84% |
$2.27K - $2.6K
|
104
$9.23K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
27New |
$2.19K - $2.51K
|
27
$2.4K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
26+ 0.22% |
$2.11K - $2.42K
|
12K
$1.06M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
26+ 0.7% |
$2.11K - $2.42K
|
3.76K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
22+ 5.14% |
$1.78K - $2.04K
|
450
$40K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
19+ 0.23% |
$1.54K - $1.76K
|
8.25K
$732K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
16+ 0.34% |
$1.3K - $1.49K
|
4.75K
$422K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
15+ 7.81% |
$1.21K - $1.39K
|
207
$18.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
14+ 0.38% |
$1.13K - $1.3K
|
3.7K
$328K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
11+ 0.41% |
$891 - $1.02K
|
2.72K
$241K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
7New |
$567 - $650
|
7
$622
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 13.21% |
$567 - $650
|
60
$5.33K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.35% |
$486 - $557
|
1.71K
$151K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
6+ 0.23% |
$486 - $557
|
2.6K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5+ 0.41% |
$405 - $464
|
1.24K
$110K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
5+ 0.37% |
$405 - $464
|
1.37K
$122K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.37% |
$324 - $372
|
1.09K
$97K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.12% |
$324 - $372
|
3.38K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3New |
$243 - $279
|
3
$266
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.04% |
$162 - $186
|
4.93K
$438K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.65% |
$81 - $92.9
|
154
$13.7K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.54% |
$81 - $92.9
|
186
$16.5K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.07% |
$81 - $92.9
|
1.37K
$122K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.32% |
$81 - $92.9
|
309
$27.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$81 - $92.9
|
3.99K
$355K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 0.28% |
$81 - $92.9
|
363
$32.2K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 1.92% |
$81 - $92.9
|
53
$4.71K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$81 - $92.9
|
2.5K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 1.02% |
$81 - $92.9
|
97
$8.61K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-2- 0.19% |
$162 - $186
|
1.04K
$92.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6- 0.05% |
$486 - $557
|
11.9K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-8- 0.03% |
$648 - $743
|
25.9K
$2.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-10- 0.52% |
$810 - $929
|
1.9K
$169K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-10- 3.19% |
$810 - $929
|
303
$26.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-11- 0.31% |
$891 - $1.02K
|
3.57K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11- 0.27% |
$891 - $1.02K
|
4.03K
$358K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16- 0.5% |
$1.3K - $1.49K
|
3.21K
$285K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-16- 0.52% |
$1.3K - $1.49K
|
3.06K
$272K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-17- 5.36% |
$1.38K - $1.58K
|
300
$26.6K
|