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 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
415+ 11.23% |
$34.8K - $40.5K
|
4.11K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
415+ 8.29% |
$34.8K - $40.5K
|
5.42K
$480K
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
414+ 4.79% |
$34.7K - $40.4K
|
9.06K
$803K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
398+ 11.74% |
$33.4K - $38.8K
|
3.79K
$336K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
391+ 10.75% |
$32.8K - $38.2K
|
4.03K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
384+ 0.33% |
$32.2K - $37.5K
|
118K
$10.4M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
372+ 3.8% |
$31.2K - $36.3K
|
10.2K
$900K
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
365+ 1.64% |
$30.6K - $35.6K
|
22.6K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
362+ 4.22% |
$30.3K - $35.3K
|
8.95K
$793K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
356+ 12.77% |
$29.8K - $34.7K
|
3.14K
$279K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
353+ 0.61% |
$29.6K - $34.4K
|
58.1K
$5.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
352+ 1.4% |
$29.5K - $34.3K
|
25.4K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
336New |
$28.2K - $32.8K
|
336
$29.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
331+ 5.26% |
$27.7K - $32.3K
|
6.62K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
328+ 11.92% |
$27.5K - $32K
|
3.08K
$273K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
322New |
$27K - $31.4K
|
322
$28.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
317New |
$26.6K - $30.9K
|
317
$28.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
315+ 11.71% |
$26.4K - $30.7K
|
3.01K
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
306+ 2.6% |
$25.6K - $29.9K
|
12.1K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
301+ 3.34% |
$25.2K - $29.4K
|
9.3K
$825K
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
300+ 11.75% |
$25.1K - $29.3K
|
2.85K
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
300+ 88.24% |
$25.1K - $29.3K
|
640
$56.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
285+ 6.16% |
$23.9K - $27.8K
|
4.91K
$435K
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
282+ 35.21% |
$23.6K - $27.5K
|
1.08K
$96K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
277+ 10.07% |
$23.2K - $27K
|
3.03K
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
265New |
$22.2K - $25.9K
|
265
$23.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
265+ 2.28% |
$22.2K - $25.9K
|
11.9K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
260+ 6.68% |
$21.8K - $25.4K
|
4.15K
$368K
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
259+ 6.68% |
$21.7K - $25.3K
|
4.14K
$367K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
258+ 3.94% |
$21.6K - $25.2K
|
6.81K
$604K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
256+ 4.48% |
$21.5K - $25K
|
5.97K
$530K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
254+ 5.67% |
$21.3K - $24.8K
|
4.73K
$419K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
252New |
$21.1K - $24.6K
|
252
$22.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
249+ 1.06% |
$20.9K - $24.3K
|
23.7K
$2.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
247+ 9.54% |
$20.7K - $24.1K
|
2.84K
$251K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
245+ 13.17% |
$20.5K - $23.9K
|
2.11K
$187K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
236+ 7.45% |
$19.8K - $23K
|
3.4K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
227+ 6.21% |
$19K - $22.2K
|
3.88K
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
211+ 17.15% |
$17.7K - $20.6K
|
1.44K
$128K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
205New |
$17.2K - $20K
|
205
$18.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
202+ 3.07% |
$16.9K - $19.7K
|
6.78K
$601K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
201+ 0.27% |
$16.8K - $19.6K
|
75.7K
$6.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
192+ 2.77% |
$16.1K - $18.7K
|
7.13K
$632K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
183+ 0.81% |
$15.3K - $17.9K
|
22.9K
$2.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
181+ 4.77% |
$15.2K - $17.7K
|
3.98K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
177+ 1.74% |
$14.8K - $17.3K
|
10.4K
$918K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
176+ 3.67% |
$14.7K - $17.2K
|
4.97K
$441K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
172New |
$14.4K - $16.8K
|
172
$15.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
168+ 0.94% |
$14.1K - $16.4K
|
18K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
164+ 3.54% |
$13.7K - $16K
|
4.8K
$426K
|