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 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
162+ 1.15% |
$13.6K - $15.8K
|
14.2K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
157+ 3.78% |
$13.2K - $15.3K
|
4.31K
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
156+ 6.98% |
$13.1K - $15.2K
|
2.39K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
151+ 2.96% |
$12.7K - $14.7K
|
5.25K
$466K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
143+ 6.05% |
$12K - $14K
|
2.51K
$222K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
141+ 1.82% |
$11.8K - $13.8K
|
7.88K
$698K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
138New |
$11.6K - $13.5K
|
138
$12.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
135New |
$11.3K - $13.2K
|
135
$12K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
133+ 0.97% |
$11.1K - $13K
|
13.9K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
131+ 0.34% |
$11K - $12.8K
|
39.1K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
129New |
$10.8K - $12.6K
|
129
$11.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
107+ 7.8% |
$8.97K - $10.4K
|
1.48K
$131K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
105New |
$8.8K - $10.2K
|
105
$9.31K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
97+ 87.39% |
$8.13K - $9.47K
|
208
$18.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
95+ 2.53% |
$7.96K - $9.27K
|
3.85K
$341K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
95+ 81.9% |
$7.96K - $9.27K
|
211
$18.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
92New |
$7.71K - $8.98K
|
92
$8.16K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
92+ 1.86% |
$7.71K - $8.98K
|
5.03K
$446K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
91+ 1.35% |
$7.63K - $8.88K
|
6.81K
$604K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
90+ 1.2% |
$7.54K - $8.78K
|
7.61K
$675K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
89New |
$7.46K - $8.68K
|
89
$7.89K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
83+ 123.88% |
$6.96K - $8.1K
|
150
$13.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
81+ 0.36% |
$6.79K - $7.9K
|
22.7K
$2.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
81New |
$6.79K - $7.9K
|
81
$7.18K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
80+ 2.92% |
$6.7K - $7.81K
|
2.82K
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
75+ 1.27% |
$6.29K - $7.32K
|
6K
$532K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
74+ 1.96% |
$6.2K - $7.22K
|
3.85K
$341K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
67New |
$5.61K - $6.54K
|
67
$5.94K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
66New |
$5.53K - $6.44K
|
66
$5.85K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
64+ 1.75% |
$5.36K - $6.25K
|
3.72K
$330K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
59New |
$4.94K - $5.76K
|
59
$5.23K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
59+ 3.25% |
$4.94K - $5.76K
|
1.88K
$166K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
57+ 3.27% |
$4.78K - $5.56K
|
1.8K
$160K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
55New |
$4.61K - $5.37K
|
55
$4.88K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
52New |
$4.36K - $5.07K
|
52
$4.61K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
52+ 17.93% |
$4.36K - $5.07K
|
342
$30.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
50+ 0.3% |
$4.19K - $4.88K
|
16.6K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
50+ 66.67% |
$4.19K - $4.88K
|
125
$11.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
50+ 0.68% |
$4.19K - $4.88K
|
7.44K
$660K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
46+ 1.54% |
$3.85K - $4.49K
|
3.03K
$268K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
46New |
$3.85K - $4.49K
|
46
$4.08K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
42+ 1.23% |
$3.52K - $4.1K
|
3.46K
$306K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
40New |
$3.35K - $3.9K
|
40
$3.55K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
38New |
$3.18K - $3.71K
|
38
$3.37K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
33+ 6.78% |
$2.77K - $3.22K
|
520
$46.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
31+ 15.42% |
$2.6K - $3.02K
|
232
$20.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
30New |
$2.51K - $2.93K
|
30
$2.66K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
29+ 0.68% |
$2.43K - $2.83K
|
4.28K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
21+ 11.93% |
$1.76K - $2.05K
|
197
$17.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
21+ 0.18% |
$1.76K - $2.05K
|
11.4K
$1.01M
|