Purchases and Sales Made in Q2 2024 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.29KNew |
$202K - $213K
|
2.29K
$202K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.28K+ 156.13% |
$201K - $212K
|
3.74K
$330K
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.24K+ 91.03% |
$198K - $209K
|
4.71K
$415K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.22KNew |
$196K - $207K
|
2.22K
$196K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.15K+ 5.83% |
$190K - $200K
|
39.1K
$3.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.01K+ 41.16% |
$177K - $187K
|
6.89K
$608K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.95K+ 1.41% |
$172K - $181K
|
140K
$12.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.81K+ 801.77% |
$160K - $169K
|
2.04K
$180K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.8K+ 0.69% |
$159K - $168K
|
262K
$23.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.76K+ 21.73% |
$155K - $163K
|
9.83K
$868K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.7K+ 26.45% |
$150K - $158K
|
8.13K
$718K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.63K+ 73.06% |
$144K - $152K
|
3.86K
$341K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.58K+ 15.59% |
$140K - $147K
|
11.7K
$1.04M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.56K+ 3.82% |
$138K - $146K
|
42.5K
$3.75M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.56K+ 11.99% |
$137K - $145K
|
14.5K
$1.28M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
1.54K+ 8.35% |
$136K - $143K
|
20K
$1.77M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.52K+ 31.72% |
$134K - $141K
|
6.3K
$556K
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.51K+ 4.74% |
$133K - $140K
|
33.3K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.49K+ 22.7% |
$131K - $138K
|
8.03K
$709K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.48KNew |
$131K - $138K
|
1.48K
$131K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.46K+ 49.86% |
$129K - $136K
|
4.38K
$387K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.45K+ 21.23% |
$128K - $135K
|
8.29K
$732K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.38K+ 8.92% |
$122K - $129K
|
16.9K
$1.49M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.35KNew |
$120K - $126K
|
1.35K
$120K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.29K+ 37.69% |
$114K - $120K
|
4.72K
$417K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.24K+ 11.5% |
$110K - $115K
|
12K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.24KNew |
$110K - $115K
|
1.24K
$110K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.24KNew |
$109K - $115K
|
1.24K
$109K
|
|
|
Jul 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.24K+ 1.04% |
$109K - $115K
|
120K
$10.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.22K+ 48.85% |
$107K - $113K
|
3.71K
$327K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.2K+ 8.82% |
$106K - $111K
|
14.8K
$1.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.18K+ 2.04% |
$104K - $110K
|
59.1K
$5.22M
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.16K+ 7.87% |
$102K - $108K
|
15.9K
$1.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.1K+ 15.97% |
$97.1K - $102K
|
7.99K
$705K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.08K+ 189.1% |
$95K - $100K
|
1.65K
$145K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.06K+ 1.54% |
$93.9K - $99K
|
70.2K
$6.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
1K+ 7.58% |
$88.4K - $93.2K
|
14.2K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
994+ 1.22% |
$87.8K - $92.5K
|
82.4K
$7.27M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
986+ 0.45% |
$87K - $91.8K
|
219K
$19.4M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
986+ 0.45% |
$87K - $91.8K
|
219K
$19.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
901+ 69.36% |
$79.5K - $83.8K
|
2.2K
$194K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
872+ 5.17% |
$77K - $81.1K
|
17.7K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
846+ 5.27% |
$74.7K - $78.7K
|
16.9K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
833+ 0.61% |
$73.5K - $77.5K
|
137K
$12.1M
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
830+ 1.81% |
$73.3K - $77.2K
|
46.7K
$4.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
824+ 1.89% |
$72.7K - $76.7K
|
44.3K
$3.91M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
819+ 29.42% |
$72.3K - $76.2K
|
3.6K
$318K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
817+ 5.06% |
$72.1K - $76K
|
17K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
805+ 7.57% |
$71.1K - $74.9K
|
11.4K
$1.01M
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
801New |
$70.7K - $74.5K
|
801
$70.7K
|