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 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.87KNew |
$240K - $280K
|
2.87K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.84K+ 102.3% |
$238K - $277K
|
5.62K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.83K+ 62.0% |
$237K - $276K
|
7.39K
$655K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.75K+ 7.51% |
$230K - $268K
|
39.3K
$3.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.74KNew |
$230K - $268K
|
2.74K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.69K+ 77.15% |
$226K - $263K
|
6.18K
$548K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.69KNew |
$225K - $262K
|
2.69K
$238K
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
2.65K+ 6.28% |
$222K - $258K
|
44.7K
$3.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.64KNew |
$221K - $257K
|
2.64K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.64K+ 7.85% |
$221K - $257K
|
36.2K
$3.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.61KNew |
$219K - $255K
|
2.61K
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.44KNew |
$205K - $238K
|
2.44K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.44KNew |
$205K - $238K
|
2.44K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
2.38KNew |
$199K - $232K
|
2.38K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.38K+ 2.11% |
$199K - $232K
|
115K
$10.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.2K+ 6.52% |
$185K - $215K
|
36K
$3.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.2K+ 76.06% |
$184K - $214K
|
5.09K
$451K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.19K+ 19.67% |
$184K - $214K
|
13.3K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.14K+ 15.2% |
$179K - $209K
|
16.2K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.07K+ 6.19% |
$174K - $202K
|
35.5K
$3.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.9K+ 9.42% |
$159K - $185K
|
22K
$1.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.87K+ 12.92% |
$157K - $183K
|
16.4K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.86K+ 9.18% |
$156K - $181K
|
22.1K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.8K+ 7.65% |
$151K - $175K
|
25.3K
$2.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.8K+ 12.28% |
$151K - $175K
|
16.4K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.78K+ 54.68% |
$149K - $174K
|
5.04K
$447K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.73K+ 54.2% |
$145K - $169K
|
4.93K
$437K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.63KNew |
$136K - $159K
|
1.63K
$144K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.61K+ 2.58% |
$135K - $157K
|
63.9K
$5.66M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.58KNew |
$132K - $154K
|
1.58K
$140K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 36.97% |
$131K - $153K
|
5.8K
$514K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.55K+ 5.98% |
$130K - $151K
|
27.5K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
1.55KNew |
$130K - $151K
|
1.55K
$137K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.51K+ 42.56% |
$127K - $148K
|
5.07K
$450K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.47K+ 71.66% |
$123K - $143K
|
3.52K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.45KNew |
$122K - $142K
|
1.45K
$129K
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.45K+ 2.42% |
$121K - $141K
|
61K
$5.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.33KNew |
$111K - $130K
|
1.33K
$118K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.32K+ 10.56% |
$110K - $128K
|
13.8K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.28K+ 7.8% |
$107K - $125K
|
17.7K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.28K+ 2.35% |
$107K - $125K
|
55.6K
$4.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.23K+ 11.85% |
$103K - $120K
|
11.6K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 25.31% |
$103K - $120K
|
6.07K
$538K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 5.5% |
$103K - $120K
|
23.5K
$2.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.14K+ 5.22% |
$95.4K - $111K
|
23K
$2.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.12K+ 0.96% |
$93.9K - $109K
|
118K
$10.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.09K+ 9.3% |
$91.1K - $106K
|
12.8K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.07K+ 18.26% |
$89.5K - $104K
|
6.92K
$613K
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.06K+ 2.16% |
$88.7K - $103K
|
49.9K
$4.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.06K+ 7.11% |
$88.5K - $103K
|
15.9K
$1.41M
|