Latest Institutional Transactions on Select Sector Spdr Fd Material (XLB)
This table provides information on the latest institutional transactions involving Select Sector Spdr Fd Material (XLB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.05K- 16.12% |
$178K - $199K
|
10.6K
$936K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-7.65K- 48.11% |
$666K - $743K
|
8.26K
$726K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.46K+ 2.1% |
$127K - $142K
|
70.8K
$6.22M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
98+ 2.7% |
$8.52K - $9.51K
|
3.73K
$328K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
33.8KNew |
$2.94M - $3.28M
|
33.8K
$2.97M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.43KNew |
$211K - $236K
|
2.43K
$213K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
30.5KNew |
$2.65M - $2.96M
|
30.5K
$2.68M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
2.73KNew |
$237K - $265K
|
2.73K
$240K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
732+ 3.66% |
$63.6K - $71.1K
|
20.8K
$1.83M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-548- 98.56% |
$47.6K - $53.2K
|
8
$704
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
2.22K+ 15.21% |
$193K - $215K
|
16.8K
$1.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54.4K+ 90.09% |
$4.73M - $5.28M
|
115K
$10.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.4KNew |
$906K - $1.01M
|
10.4K
$917K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-653- 6.5% |
$56.8K - $63.4K
|
9.39K
$826K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
49.3K+ 8.33% |
$4.29M - $4.79M
|
642K
$56.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
CALL |
950KNew |
$82.6M - $92.2M
|
950K
$83.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
81+ 9.41% |
$7.04K - $7.86K
|
942
$82.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.98K+ 277.06% |
$607K - $678K
|
9.5K
$836K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-21- 4.7% |
$1.83K - $2.04K
|
426
$37.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
23New |
$2K - $2.23K
|
23
$2.02K
|
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
20.7KNew |
$1.8M - $2.01M
|
20.7K
$1.82M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-700- 4.09% |
$60.9K - $68K
|
16.4K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.63K- 4.7% |
$142K - $158K
|
33.1K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-24.9K- 31.2% |
$2.16M - $2.42M
|
54.9K
$4.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-24.6K- 83.72% |
$2.14M - $2.39M
|
4.78K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.97K+ 114.1% |
$345K - $385K
|
7.44K
$655K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-42.4K- 7.92% |
$3.69M - $4.12M
|
493K
$43.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
600New |
$52.2K - $58.3K
|
600
$52.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.18K+ 14.88% |
$103K - $115K
|
9.13K
$803K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-240- 1.87% |
$20.9K - $23.3K
|
12.6K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.36K- 6.03% |
$118K - $132K
|
21.2K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
459+ 4.01% |
$39.9K - $44.6K
|
11.9K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
17.6K+ 67.85% |
$1.53M - $1.7M
|
43.4K
$3.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Gates Capital Management, Inc.
New York, NY |
BUY
|
PUT |
500K+ 20.0% |
$43.5M - $48.5M
|
3M
$264M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.18KNew |
$276K - $308K
|
3.18K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
26.5K+ 2.82% |
$2.3M - $2.57M
|
964K
$84.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
PUT |
160K+ 114.44% |
$13.9M - $15.5M
|
300K
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-90.2K- 99.08% |
$7.85M - $8.76M
|
837
$73.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
33.6K+ 57.53% |
$2.92M - $3.26M
|
92K
$8.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-107K- 67.3% |
$9.27M - $10.3M
|
51.8K
$4.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.11K- 5.93% |
$183K - $205K
|
33.4K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.04K- 5.37% |
$438K - $489K
|
88.7K
$7.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-721- 2.48% |
$62.7K - $70K
|
28.4K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-13.5K- 58.05% |
$1.17M - $1.31M
|
9.73K
$856K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.27K+ 1.28% |
$372K - $415K
|
337K
$29.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-395K- 7.4% |
$34.3M - $38.3M
|
4.94M
$435M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-110- 0.61% |
$9.56K - $10.7K
|
17.9K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14+ 0.08% |
$1.22K - $1.36K
|
16.9K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-839- 0.92% |
$73K - $81.5K
|
90.8K
$7.98M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 1.1% |
$123K - $137K
|
129K
$11.3M
|