Purchases and Sales Made in Q4 2023 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-237- 5.42% |
$17.6K - $20.4K
|
4.13K
$367K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-239- 24.39% |
$17.8K - $20.6K
|
741
$65.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-242- 15.13% |
$18K - $20.9K
|
1.36K
$120K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-258- 13.18% |
$19.2K - $22.2K
|
1.7K
$151K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-267- 6.95% |
$19.9K - $23K
|
3.58K
$318K
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-270- 1.02% |
$20.1K - $23.3K
|
26.2K
$2.33M
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-279- 0.44% |
$20.8K - $24.1K
|
62.8K
$5.57M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-282- 2.64% |
$21K - $24.3K
|
10.4K
$922K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-289- 4.84% |
$21.5K - $24.9K
|
5.69K
$505K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-291- 32.15% |
$21.7K - $25.1K
|
614
$54.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-302- 0.92% |
$22.5K - $26K
|
32.6K
$2.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-303- 2.95% |
$22.6K - $26.1K
|
9.96K
$884K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-323- 5.53% |
$24.1K - $27.8K
|
5.52K
$490K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-334- 1.85% |
$24.9K - $28.8K
|
17.7K
$1.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-343- 21.86% |
$25.5K - $29.6K
|
1.23K
$109K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-356- 74.63% |
$26.5K - $30.7K
|
121
$10.7K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-359- 6.29% |
$26.7K - $30.9K
|
5.35K
$475K
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-363- 1.21% |
$27K - $31.3K
|
29.6K
$2.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-375- 8.83% |
$27.9K - $32.3K
|
3.87K
$344K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-377- 7.62% |
$28.1K - $32.5K
|
4.57K
$406K
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-378- 9.99% |
$28.1K - $32.6K
|
3.4K
$302K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-399- 4.97% |
$29.7K - $34.4K
|
7.63K
$677K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-402- 2.0% |
$29.9K - $34.7K
|
19.7K
$1.75M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-423- 11.14% |
$31.5K - $36.5K
|
3.37K
$299K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-434- 9.32% |
$32.3K - $37.4K
|
4.22K
$375K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-437- 1.81% |
$32.5K - $37.7K
|
23.8K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-447- 0.39% |
$33.3K - $38.5K
|
114K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-448- 1.76% |
$33.4K - $38.6K
|
25K
$2.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-451- 6.71% |
$33.6K - $38.9K
|
6.27K
$557K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-454- 23.23% |
$33.8K - $39.1K
|
1.5K
$133K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-472- 8.28% |
$35.1K - $40.7K
|
5.23K
$464K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-490- 6.06% |
$36.5K - $42.2K
|
7.6K
$674K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-492- 16.47% |
$36.6K - $42.4K
|
2.5K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-499- 5.33% |
$37.2K - $43K
|
8.86K
$787K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-500- 13.47% |
$37.2K - $43.1K
|
3.21K
$285K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-510- 27.9% |
$38K - $44K
|
1.32K
$117K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-517- 0.79% |
$38.5K - $44.6K
|
65.1K
$5.78M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-564- 9.04% |
$42K - $48.6K
|
5.68K
$504K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-564- 4.12% |
$42K - $48.6K
|
13.1K
$1.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-565- 7.61% |
$42.1K - $48.7K
|
6.86K
$609K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-582- 14.75% |
$43.3K - $50.2K
|
3.36K
$299K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-585- 15.69% |
$43.6K - $50.4K
|
3.14K
$279K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-592- 8.55% |
$44.1K - $51K
|
6.33K
$562K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-607- 4.61% |
$45.2K - $52.3K
|
12.6K
$1.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-625- 18.3% |
$46.5K - $53.9K
|
2.79K
$248K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-625- 16.72% |
$46.5K - $53.9K
|
3.11K
$276K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-632- 0.73% |
$47.1K - $54.5K
|
85.9K
$7.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-642- 3.46% |
$47.8K - $55.3K
|
17.9K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-643- 13.72% |
$47.9K - $55.4K
|
4.04K
$359K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-644- 51.4% |
$48K - $55.5K
|
609
$54.1K
|