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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
421+ 13.29% |
$31.3K - $37.4K
|
3.59K
$330K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-185- 3.17% |
$13.7K - $16.5K
|
5.64K
$519K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.09K- 39.99% |
$230K - $275K
|
4.64K
$426K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.22K- 9.34% |
$90.3K - $108K
|
11.8K
$1.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-6.43K- 74.19% |
$477K - $571K
|
2.24K
$206K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-742- 10.64% |
$55.1K - $66K
|
6.23K
$573K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.86K- 40.96% |
$138K - $165K
|
2.68K
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
75+ 0.81% |
$5.57K - $6.67K
|
9.31K
$855K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.72K- 45.47% |
$202K - $242K
|
3.27K
$300K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
400New |
$29.7K - $35.6K
|
400
$36.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-345- 62.73% |
$25.6K - $30.7K
|
205
$18.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
54.9K+ 250.24% |
$4.08M - $4.88M
|
76.8K
$7.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
38+ 1.62% |
$2.82K - $3.38K
|
2.38K
$219K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.04KNew |
$226K - $271K
|
3.04K
$280K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-36.3K- 61.91% |
$2.7M - $3.23M
|
22.4K
$2.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-319- 8.35% |
$23.7K - $28.4K
|
3.5K
$322K
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$223 - $267
|
2.99K
$275K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-609- 19.14% |
$45.2K - $54.2K
|
2.57K
$237K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-33.1K- 28.62% |
$2.46M - $2.94M
|
82.5K
$7.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-305- 1.88% |
$22.7K - $27.1K
|
15.9K
$1.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
200+ 0.9% |
$14.9K - $17.8K
|
22.4K
$2.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-389- 2.93% |
$28.9K - $34.6K
|
12.9K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.16K- 71.26% |
$86K - $103K
|
467
$42.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-718- 8.7% |
$53.3K - $63.8K
|
7.54K
$693K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8.4K- 76.17% |
$624K - $747K
|
2.63K
$242K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-428- 6.19% |
$31.8K - $38.1K
|
6.49K
$597K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-141- 8.48% |
$10.5K - $12.5K
|
1.52K
$140K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
13+ 0.55% |
$966 - $1.16K
|
2.36K
$217K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-113- 18.9% |
$8.39K - $10K
|
485
$44.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.05KNew |
$226K - $271K
|
3.05K
$280K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.29K- 5.76% |
$318K - $381K
|
70.1K
$6.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
81.3KNew |
$6.04M - $7.23M
|
81.3K
$7.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-5.24K- 29.44% |
$389K - $466K
|
12.6K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
381+ 1.28% |
$28.3K - $33.9K
|
30.2K
$2.77M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
61+ 1.69% |
$4.53K - $5.42K
|
3.67K
$337K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
312+ 5.74% |
$23.2K - $27.7K
|
5.75K
$529K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-976- 10.17% |
$72.5K - $86.8K
|
8.62K
$793K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.51% |
$297 - $356
|
794
$73K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-500- 5.71% |
$37.1K - $44.5K
|
8.25K
$759K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6.09K- 9.34% |
$452K - $542K
|
59.1K
$5.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.84K- 37.07% |
$137K - $164K
|
3.12K
$287K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-7.43K- 96.81% |
$552K - $661K
|
245
$22.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-156- 8.44% |
$11.6K - $13.9K
|
1.69K
$156K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-498- 9.04% |
$37K - $44.3K
|
5.01K
$461K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-4- 0.09% |
$297 - $356
|
4.61K
$424K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 16.71% |
$895K - $1.07M
|
84.1K
$7.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.6KNew |
$862K - $1.03M
|
11.6K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-125- 4.42% |
$9.28K - $11.1K
|
2.7K
$248K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-98- 2.48% |
$7.28K - $8.71K
|
3.86K
$355K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
7.45K+ 4.24% |
$553K - $662K
|
183K
$16.9M
|