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 |
|---|---|---|---|---|---|---|---|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-100- 14.29% |
$8.1K - $9.29K
|
600
$53.3K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-100- 2.3% |
$8.1K - $9.29K
|
4.25K
$377K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-102- 0.64% |
$8.26K - $9.47K
|
15.8K
$1.41M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-105- 24.82% |
$8.5K - $9.75K
|
318
$28.2K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-105- 0.86% |
$8.5K - $9.75K
|
12.1K
$1.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-109- 1.02% |
$8.83K - $10.1K
|
10.6K
$938K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-110- 3.74% |
$8.91K - $10.2K
|
2.84K
$252K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-112- 11.97% |
$9.07K - $10.4K
|
824
$73.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-113- 0.66% |
$9.15K - $10.5K
|
16.9K
$1.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-120- 1.29% |
$9.72K - $11.1K
|
9.17K
$815K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-126- 1.0% |
$10.2K - $11.7K
|
12.4K
$1.1M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-126- 1.17% |
$10.2K - $11.7K
|
10.6K
$943K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-126- 0.11% |
$10.2K - $11.7K
|
117K
$10.4M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-128- 1.02% |
$10.4K - $11.9K
|
12.4K
$1.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-137- 22.31% |
$11.1K - $12.7K
|
477
$42.4K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-138- 5.84% |
$11.2K - $12.8K
|
2.23K
$198K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-143- 1.09% |
$11.6K - $13.3K
|
13K
$1.15M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-149- 6.62% |
$12.1K - $13.8K
|
2.1K
$187K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-164- 1.49% |
$13.3K - $15.2K
|
10.9K
$965K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-180- 3.27% |
$14.6K - $16.7K
|
5.33K
$473K
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-185- 0.92% |
$15K - $17.2K
|
19.9K
$1.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-185- 3.12% |
$15K - $17.2K
|
5.74K
$510K
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-192- 1.75% |
$15.5K - $17.8K
|
10.8K
$956K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-197- 3.56% |
$16K - $18.3K
|
5.33K
$473K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-199- 7.27% |
$16.1K - $18.5K
|
2.54K
$225K
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-200- 5.56% |
$16.2K - $18.6K
|
3.4K
$302K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-205- 2.91% |
$16.6K - $19K
|
6.84K
$607K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-206- 16.8% |
$16.7K - $19.1K
|
1.02K
$90.6K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-208- 5.15% |
$16.8K - $19.3K
|
3.83K
$340K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-214- 0.9% |
$17.3K - $19.9K
|
23.5K
$2.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-216- 3.14% |
$17.5K - $20.1K
|
6.66K
$591K
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-217- 0.87% |
$17.6K - $20.2K
|
24.7K
$2.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-219- 7.84% |
$17.7K - $20.3K
|
2.58K
$229K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-224- 0.79% |
$18.1K - $20.8K
|
28.3K
$2.51M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-232- 0.76% |
$18.8K - $21.6K
|
30.2K
$2.68M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-233- 1.6% |
$18.9K - $21.6K
|
14.4K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-238- 20.82% |
$19.3K - $22.1K
|
905
$80.4K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-241- 5.29% |
$19.5K - $22.4K
|
4.32K
$383K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-246- 1.0% |
$19.9K - $22.9K
|
24.2K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-250- 5.83% |
$20.2K - $23.2K
|
4.04K
$358K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-255- 48.66% |
$20.6K - $23.7K
|
269
$23.9K
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-264- 0.06% |
$21.4K - $24.5K
|
459K
$40.8M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-270- 1.06% |
$21.9K - $25.1K
|
25.2K
$2.24M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-272- 2.65% |
$22K - $25.3K
|
10K
$888K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-285- 9.07% |
$23.1K - $26.5K
|
2.86K
$254K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-287- 9.68% |
$23.2K - $26.7K
|
2.68K
$238K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-296- 52.76% |
$24K - $27.5K
|
265
$23.5K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-308- 2.13% |
$24.9K - $28.6K
|
14.2K
$1.26M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-308- 4.74% |
$24.9K - $28.6K
|
6.2K
$550K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-310- 2.89% |
$25.1K - $28.8K
|
10.4K
$924K
|