Purchases and Sales Made in Q4 2024 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-125- 2.31% |
$10.5K - $12.2K
|
5.3K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-125- 1.33% |
$10.5K - $12.2K
|
9.27K
$822K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-139- 14.76% |
$11.6K - $13.6K
|
803
$71.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-145- 0.81% |
$12.2K - $14.1K
|
17.8K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-146- 2.11% |
$12.2K - $14.2K
|
6.76K
$600K
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-147- 0.71% |
$12.3K - $14.3K
|
20.6K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-150- 1.99% |
$12.6K - $14.6K
|
7.41K
$656K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-150- 5.14% |
$12.6K - $14.6K
|
2.77K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-151- 0.37% |
$12.7K - $14.7K
|
40.9K
$3.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-154- 5.07% |
$12.9K - $15K
|
2.88K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-160- 0.56% |
$13.4K - $15.6K
|
28.2K
$2.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-160- 7.7% |
$13.4K - $15.6K
|
1.92K
$170K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-161- 0.8% |
$13.5K - $15.7K
|
19.9K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-167- 0.66% |
$14K - $16.3K
|
25.3K
$2.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-168- 3.42% |
$14.1K - $16.4K
|
4.75K
$421K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-173- 5.1% |
$14.5K - $16.9K
|
3.22K
$285K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-177- 28.73% |
$14.8K - $17.3K
|
439
$38.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-188- 0.6% |
$15.8K - $18.3K
|
31.1K
$2.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-192- 3.28% |
$16.1K - $18.7K
|
5.66K
$502K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-195- 2.8% |
$16.3K - $19K
|
6.78K
$601K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-200- 1.67% |
$16.8K - $19.5K
|
11.8K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-205- 5.82% |
$17.2K - $20K
|
3.32K
$294K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-209- 1.96% |
$17.5K - $20.4K
|
10.4K
$925K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-220- 7.42% |
$18.4K - $21.5K
|
2.74K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-230- 1.72% |
$19.3K - $22.4K
|
13.1K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-234- 1.82% |
$19.6K - $22.8K
|
12.6K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-245- 7.96% |
$20.5K - $23.9K
|
2.83K
$251K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-258- 2.19% |
$21.6K - $25.2K
|
11.5K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-266- 31.63% |
$22.3K - $26K
|
575
$51K
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-266- 2.47% |
$22.3K - $26K
|
10.5K
$933K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-277- 16.22% |
$23.2K - $27K
|
1.43K
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-282- 5.2% |
$23.6K - $27.5K
|
5.15K
$456K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-284- 7.6% |
$23.8K - $27.7K
|
3.45K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-289- 0.18% |
$24.2K - $28.2K
|
164K
$14.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-291- 10.71% |
$24.4K - $28.4K
|
2.43K
$215K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-297- 1.42% |
$24.9K - $29K
|
20.7K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-300- 7.29% |
$25.1K - $29.3K
|
3.81K
$338K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-300- 7.05% |
$25.1K - $29.3K
|
3.95K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-315- 4.79% |
$26.4K - $30.7K
|
6.26K
$555K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-316- 3.19% |
$26.5K - $30.8K
|
9.58K
$849K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-334- 1.4% |
$28K - $32.6K
|
23.6K
$2.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-339- 93.13% |
$28.4K - $33.1K
|
25
$2.22K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-340- 8.65% |
$28.5K - $33.2K
|
3.59K
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-344- 9.36% |
$28.8K - $33.6K
|
3.33K
$295K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-351- 2.75% |
$29.4K - $34.3K
|
12.4K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-360- 9.3% |
$30.2K - $35.1K
|
3.51K
$311K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-375- 12.7% |
$31.4K - $36.6K
|
2.58K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-378- 2.34% |
$31.7K - $36.9K
|
15.8K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-388- 12.58% |
$32.5K - $37.9K
|
2.7K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-389- 6.98% |
$32.6K - $38K
|
5.18K
$460K
|