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 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-391- 6.5% |
$32.8K - $38.2K
|
5.62K
$499K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-400- 13.33% |
$33.5K - $39K
|
2.6K
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-465- 7.25% |
$39K - $45.4K
|
5.95K
$527K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-470- 24.48% |
$39.4K - $45.9K
|
1.45K
$129K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-474- 6.33% |
$39.7K - $46.3K
|
7.01K
$622K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-476- 0.74% |
$39.9K - $46.4K
|
63.5K
$5.63M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-485- 3.25% |
$40.6K - $47.3K
|
14.5K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-485- 4.99% |
$40.6K - $47.3K
|
9.24K
$819K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-489- 7.16% |
$41K - $47.7K
|
6.34K
$562K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-505- 12.72% |
$42.3K - $49.3K
|
3.46K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-515- 0.57% |
$43.2K - $50.3K
|
90.3K
$8M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-525- 14.16% |
$44K - $51.2K
|
3.18K
$282K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-533- 14.28% |
$44.7K - $52K
|
3.2K
$284K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-538- 4.49% |
$45.1K - $52.5K
|
11.4K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-557- 5.13% |
$46.7K - $54.4K
|
10.3K
$914K
|
|
|
Feb 13, 2025
Q4 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-600- 7.5% |
$50.3K - $58.5K
|
7.4K
$656K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-600- 14.82% |
$50.3K - $58.5K
|
3.45K
$306K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-601- 0.59% |
$50.4K - $58.6K
|
102K
$9M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-608- 15.56% |
$51K - $59.3K
|
3.3K
$292K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-630- 7.85% |
$52.8K - $61.5K
|
7.4K
$656K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-637- 12.86% |
$53.4K - $62.2K
|
4.32K
$383K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-663- 3.44% |
$55.6K - $64.7K
|
18.6K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-675- 2.04% |
$56.6K - $65.9K
|
32.4K
$2.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-692- 3.23% |
$58K - $67.5K
|
20.7K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-696- 5.28% |
$58.3K - $67.9K
|
12.5K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-701- 18.99% |
$58.7K - $68.4K
|
2.99K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-701- 33.44% |
$58.7K - $68.4K
|
1.4K
$124K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-712- 17.07% |
$59.7K - $69.5K
|
3.46K
$307K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-740- 10.93% |
$62K - $72.2K
|
6.03K
$535K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-755- 1.07% |
$63.3K - $73.7K
|
70K
$6.21M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-756- 1.68% |
$63.4K - $73.8K
|
44.2K
$3.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-776- 5.77% |
$65K - $75.7K
|
12.7K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-779- 7.41% |
$65.3K - $76K
|
9.73K
$862K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-904- 3.15% |
$75.8K - $88.2K
|
27.8K
$2.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-905- 97.63% |
$75.8K - $88.3K
|
22
$1.95K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-947- 51.19% |
$79.4K - $92.4K
|
903
$80.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-952- 20.4% |
$79.8K - $92.9K
|
3.71K
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-979- 10.3% |
$82K - $95.5K
|
8.52K
$756K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
SELL
|
- |
-985- 21.52% |
$82.5K - $96.1K
|
3.59K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-985- 6.77% |
$82.5K - $96.1K
|
13.6K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-993- 6.78% |
$83.2K - $96.9K
|
13.6K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.04K- 3.67% |
$87.2K - $101K
|
27.3K
$2.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.05K- 9.36% |
$88.3K - $103K
|
10.2K
$904K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.11K- 10.08% |
$92.7K - $108K
|
9.87K
$875K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.15K- 10.38% |
$96.3K - $112K
|
9.93K
$880K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.22K- 35.79% |
$102K - $119K
|
2.19K
$194K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.24K- 1.52% |
$104K - $121K
|
80.2K
$7.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.27K- 12.29% |
$107K - $124K
|
9.08K
$805K
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.31K- 1.12% |
$110K - $128K
|
116K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.36K- 15.2% |
$114K - $133K
|
7.59K
$673K
|