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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
13+ 0.1% |
$1.15K - $1.21K
|
13.4K
$1.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12+ 0.32% |
$1.06K - $1.12K
|
3.79K
$344K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
11+ 0.39% |
$971 - $1.02K
|
2.86K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11+ 0.06% |
$971 - $1.02K
|
18.4K
$1.67M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.29% |
$795 - $838
|
3.12K
$284K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
9+ 0.08% |
$795 - $838
|
11.9K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
9New |
$795 - $838
|
9
$817
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
9+ 0.35% |
$795 - $838
|
2.61K
$237K
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6New |
$530 - $558
|
6
$545
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 0.09% |
$530 - $558
|
6.51K
$592K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
5+ 1.02% |
$441 - $465
|
494
$44.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
4+ 0.08% |
$353 - $372
|
4.93K
$448K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.37% |
$353 - $372
|
1.1K
$99.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4New |
$353 - $372
|
4
$363
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4+ 0.1% |
$353 - $372
|
3.93K
$357K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 0.14% |
$353 - $372
|
2.76K
$251K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
4+ 0.48% |
$353 - $372
|
835
$75.8K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4+ 8.51% |
$353 - $372
|
51
$4.63K
|
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
BUY
|
- |
3+ 0.01% |
$265 - $279
|
34K
$3.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
3+ 0.08% |
$265 - $279
|
3.63K
$330K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3+ 0.11% |
$265 - $279
|
2.82K
$256K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3+ 0.03% |
$265 - $279
|
10.5K
$950K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.55% |
$177 - $186
|
365
$33.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.42% |
$177 - $186
|
479
$43.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
2+ 0.01% |
$177 - $186
|
27.5K
$2.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.65% |
$177 - $186
|
311
$28.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 16.67% |
$88.3 - $93.1
|
7
$636
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.17% |
$88.3 - $93.1
|
582
$52.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.07% |
$88.3 - $93.1
|
1.37K
$125K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.49% |
$88.3 - $93.1
|
207
$18.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 1.67% |
$88.3 - $93.1
|
61
$5.54K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$88.3 - $93.1
|
4K
$363K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 3.03% |
$88.3 - $93.1
|
34
$3.09K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.06% |
$88.3 - $93.1
|
1.82K
$165K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1New |
$88.3 - $93.1
|
1
$90.8
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.0% |
$88.3 - $93.1
|
28.9K
$2.63M
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1+ 0.02% |
$88.3 - $93.1
|
4.17K
$379K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1- 2.56% |
$88.3 - $93.1
|
38
$3.45K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.14% |
$177 - $186
|
1.48K
$134K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3- 0.09% |
$265 - $279
|
3.32K
$302K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-5- 0.91% |
$441 - $465
|
542
$49.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-5- 0.4% |
$441 - $465
|
1.23K
$112K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 11.67% |
$618 - $651
|
53
$4.81K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7- 0.08% |
$618 - $651
|
8.33K
$757K
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-10- 0.05% |
$883 - $931
|
21.3K
$1.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-12- 7.79% |
$1.06K - $1.12K
|
142
$12.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-13- 0.12% |
$1.15K - $1.21K
|
10.4K
$947K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-15- 7.25% |
$1.32K - $1.4K
|
192
$17.4K
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-15- 0.28% |
$1.32K - $1.4K
|
5.34K
$485K
|