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 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.25K+ 99.32% |
$524K - $610K
|
12.5K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
6.25K+ 126.95% |
$523K - $610K
|
11.2K
$990K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
6.1KNew |
$512K - $596K
|
6.1K
$541K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
5.85KNew |
$490K - $571K
|
5.85K
$519K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
5.84KNew |
$489K - $569K
|
5.84K
$517K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
5.81K+ 19.65% |
$487K - $567K
|
35.4K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
5.6K+ 1.66% |
$470K - $547K
|
343K
$30.4M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
5.48KNew |
$459K - $534K
|
5.48K
$485K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.31K+ 3.27% |
$445K - $518K
|
168K
$14.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.2KNew |
$436K - $507K
|
5.2K
$461K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.13K+ 42.62% |
$430K - $500K
|
17.2K
$1.52M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.96KNew |
$415K - $484K
|
4.96K
$440K
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
4.86K+ 11.67% |
$408K - $475K
|
46.5K
$4.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.74K+ 57.47% |
$398K - $463K
|
13K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4.62K+ 77.22% |
$387K - $451K
|
10.6K
$940K
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
4.52KNew |
$379K - $441K
|
4.52K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.37K+ 29.04% |
$366K - $427K
|
19.4K
$1.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
4.35K+ 19.13% |
$365K - $425K
|
27.1K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
4.21KNew |
$353K - $411K
|
4.21K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.11K+ 8.98% |
$344K - $401K
|
49.9K
$4.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
4KNew |
$335K - $390K
|
4K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
3.93KNew |
$329K - $383K
|
3.93K
$348K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.86KNew |
$323K - $377K
|
3.86K
$342K
|
|
|
Feb 12, 2025
Q4 2024
|
Tls Advisors LLC
Miami, FL |
BUY
|
- |
3.85K+ 183.33% |
$323K - $376K
|
5.95K
$527K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.74K+ 33.96% |
$314K - $365K
|
14.8K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
3.69KNew |
$309K - $360K
|
3.69K
$327K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.65K+ 2.89% |
$306K - $356K
|
130K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.6KNew |
$302K - $351K
|
3.6K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.6K+ 67.8% |
$301K - $351K
|
8.9K
$789K
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.59KNew |
$301K - $351K
|
3.59K
$319K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
3.57K+ 11.12% |
$300K - $349K
|
35.7K
$3.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.52K+ 105.2% |
$295K - $344K
|
6.87K
$609K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
3.51KNew |
$294K - $342K
|
3.51K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.49K+ 19.36% |
$292K - $340K
|
21.5K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.43K+ 0.89% |
$288K - $335K
|
389K
$34.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
3.43K+ 9.28% |
$287K - $335K
|
40.4K
$3.58M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.35K+ 14.43% |
$281K - $327K
|
26.6K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.32KNew |
$278K - $324K
|
3.32K
$294K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.31K+ 7.26% |
$278K - $323K
|
49K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.26KNew |
$273K - $318K
|
3.26K
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
3.2K+ 15.42% |
$268K - $312K
|
24K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
3.12KNew |
$262K - $305K
|
3.12K
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.11KNew |
$261K - $303K
|
3.11K
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.08KNew |
$258K - $301K
|
3.08K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.05KNew |
$255K - $297K
|
3.05K
$270K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.01KNew |
$252K - $294K
|
3.01K
$267K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.01KNew |
$252K - $294K
|
3.01K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
3K+ 1636.61% |
$251K - $292K
|
3.18K
$282K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.97KNew |
$249K - $290K
|
2.97K
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.94K+ 1.31% |
$247K - $287K
|
227K
$20.1M
|