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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.2K+ 6.52% |
$185K - $215K
|
36K
$3.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.65K+ 2.89% |
$306K - $356K
|
130K
$11.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
19+ 0.47% |
$1.59K - $1.85K
|
4.02K
$357K
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.32K- 3.96% |
$194K - $226K
|
56.2K
$4.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
414+ 4.79% |
$34.7K - $40.4K
|
9.06K
$804K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-388- 12.58% |
$32.5K - $37.9K
|
2.7K
$239K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.1K- 64.36% |
$1.01M - $1.18M
|
6.68K
$593K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.2K+ 76.06% |
$184K - $214K
|
5.09K
$452K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-776- 5.77% |
$65K - $75.7K
|
12.7K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-125- 2.31% |
$10.5K - $12.2K
|
5.3K
$470K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
941New |
$78.9K - $91.8K
|
941
$83.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
59New |
$4.94K - $5.76K
|
59
$5.24K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-470- 24.48% |
$39.4K - $45.9K
|
1.45K
$129K
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
4.52KNew |
$379K - $441K
|
4.52K
$401K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.87K+ 12.92% |
$157K - $183K
|
16.4K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-476- 0.74% |
$39.9K - $46.4K
|
63.5K
$5.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
3K+ 1636.61% |
$251K - $292K
|
3.18K
$282K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
83+ 123.88% |
$6.96K - $8.1K
|
150
$13.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
260+ 6.68% |
$21.8K - $25.4K
|
4.15K
$368K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-505- 12.72% |
$42.3K - $49.3K
|
3.46K
$308K
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-10- 0.11% |
$838 - $976
|
8.98K
$798K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-9- 1.13% |
$754 - $878
|
788
$70K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-192- 3.28% |
$16.1K - $18.7K
|
5.66K
$503K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
31+ 15.42% |
$2.6K - $3.02K
|
232
$20.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
95+ 81.9% |
$7.96K - $9.27K
|
211
$18.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.76K- 32.57% |
$148K - $172K
|
3.65K
$324K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
74+ 1.96% |
$6.2K - $7.22K
|
3.85K
$341K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-87- 11.3% |
$7.29K - $8.49K
|
683
$60.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.32K+ 10.56% |
$110K - $128K
|
13.8K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
277+ 10.07% |
$23.2K - $27K
|
3.03K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-904- 3.15% |
$75.8K - $88.2K
|
27.8K
$2.46M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-485- 3.25% |
$40.6K - $47.3K
|
14.5K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.4% |
$838 - $976
|
2.53K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.05KNew |
$255K - $297K
|
3.05K
$271K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
1.55KNew |
$130K - $151K
|
1.55K
$138K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.97KNew |
$249K - $290K
|
2.97K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.48% |
$83.8 - $97.6
|
209
$18.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
9.51KNew |
$797K - $928K
|
9.51K
$845K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.12K+ 0.96% |
$93.9K - $109K
|
118K
$10.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
9.65K+ 9.61% |
$808K - $941K
|
110K
$9.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-26.8K- 40.75% |
$2.24M - $2.61M
|
38.9K
$3.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
300+ 88.24% |
$25.1K - $29.3K
|
640
$56.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
19.5K+ 23.29% |
$1.63M - $1.9M
|
103K
$9.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-19- 0.23% |
$1.59K - $1.85K
|
8.12K
$721K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.64% |
$168 - $195
|
314
$27.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-600- 14.82% |
$50.3K - $58.5K
|
3.45K
$306K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-22- 0.7% |
$1.84K - $2.15K
|
3.14K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
951+ 24.66% |
$79.7K - $92.8K
|
4.81K
$427K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-284- 7.6% |
$23.8K - $27.7K
|
3.45K
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-4.77K- 30.34% |
$400K - $465K
|
11K
$972K
|