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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.05K+ 6.31% |
$88.1K - $103K
|
17.7K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.01K+ 5.86% |
$84.9K - $98.8K
|
18.3K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1K+ 8.35% |
$84.1K - $97.9K
|
13K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1K+ 4.66% |
$84.1K - $97.9K
|
22.5K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1K+ 15.4% |
$83.8K - $97.6K
|
7.49K
$664K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
966+ 15.11% |
$81K - $94.3K
|
7.36K
$652K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
951+ 24.66% |
$79.7K - $92.8K
|
4.81K
$426K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
941New |
$78.9K - $91.8K
|
941
$83.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
920+ 1.53% |
$77.1K - $89.8K
|
61.1K
$5.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
866+ 4.19% |
$72.6K - $84.5K
|
21.5K
$1.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
842+ 6.65% |
$70.6K - $82.2K
|
13.5K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
834+ 1.9% |
$69.9K - $81.4K
|
44.7K
$3.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
813New |
$68.1K - $79.3K
|
813
$72.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
798+ 5.06% |
$66.9K - $77.9K
|
16.6K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
796New |
$66.7K - $77.7K
|
796
$70.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
793+ 27.65% |
$66.5K - $77.4K
|
3.66K
$325K
|
|
|
Feb 11, 2025
Q4 2024
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
790New |
$66.2K - $77.1K
|
790
$70K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
784+ 32.37% |
$65.7K - $76.5K
|
3.21K
$284K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
740+ 31.83% |
$62K - $72.2K
|
3.07K
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
729+ 6.21% |
$61.1K - $71.1K
|
12.5K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
711+ 2.85% |
$59.6K - $69.4K
|
25.6K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
700+ 67.11% |
$58.7K - $68.3K
|
1.74K
$155K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
699+ 3.66% |
$58.6K - $68.2K
|
19.8K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
673+ 6.42% |
$56.4K - $65.7K
|
11.2K
$989K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
670+ 3.81% |
$56.1K - $65.4K
|
18.2K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
627+ 1.85% |
$52.5K - $61.2K
|
34.6K
$3.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
626+ 1.97% |
$52.5K - $61.1K
|
32.4K
$2.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
617+ 5.07% |
$51.7K - $60.2K
|
12.8K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
601+ 9.77% |
$50.4K - $58.6K
|
6.75K
$598K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
595+ 3.06% |
$49.9K - $58.1K
|
20.1K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
567+ 3.8% |
$47.5K - $55.3K
|
15.5K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
554+ 2.56% |
$46.4K - $54.1K
|
22.2K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
551+ 9.14% |
$46.2K - $53.8K
|
6.58K
$583K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
536+ 11.4% |
$44.9K - $52.3K
|
5.24K
$464K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
522+ 5.43% |
$43.7K - $50.9K
|
10.1K
$898K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
513+ 0.44% |
$43K - $50.1K
|
117K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
508+ 3.18% |
$42.6K - $49.6K
|
16.5K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
489+ 5.32% |
$41K - $47.7K
|
9.68K
$858K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
469+ 12.56% |
$39.3K - $45.8K
|
4.2K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
468+ 6.14% |
$39.2K - $45.7K
|
8.09K
$717K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
461+ 3.65% |
$38.6K - $45K
|
13.1K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
457+ 1.92% |
$38.3K - $44.6K
|
24.3K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
455+ 6.51% |
$38.1K - $44.4K
|
7.45K
$660K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
452+ 0.77% |
$37.9K - $44.1K
|
59.4K
$5.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
445+ 2.84% |
$37.3K - $43.4K
|
16.1K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
440New |
$36.9K - $42.9K
|
440
$39K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
435+ 6.22% |
$36.5K - $42.4K
|
7.43K
$659K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
433+ 4.95% |
$36.3K - $42.3K
|
9.19K
$814K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
427New |
$35.8K - $41.7K
|
427
$37.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
425+ 2.71% |
$35.6K - $41.5K
|
16.1K
$1.43M
|