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 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-13- 0.23% |
$966 - $1.16K
|
5.67K
$522K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.47K- 10.16% |
$109K - $131K
|
13K
$1.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 0.07% |
$223 - $267
|
4.29K
$395K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
8+ 16.0% |
$594 - $711
|
58
$5.33K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.42K- 59.85% |
$328K - $393K
|
2.97K
$273K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1KNew |
$74.3K - $88.9K
|
1K
$91.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-83- 1.16% |
$6.16K - $7.38K
|
7.07K
$650K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
283+ 514.55% |
$21K - $25.2K
|
338
$31.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-52- 0.25% |
$3.86K - $4.62K
|
20.8K
$1.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.48% |
$74.3 - $88.9
|
211
$19.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-61- 2.42% |
$4.53K - $5.42K
|
2.46K
$227K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
150New |
$11.1K - $13.3K
|
150
$13.8K
|
|
|
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 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
226New |
$16.8K - $20.1K
|
226
$20.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-55- 1.14% |
$4.08K - $4.89K
|
4.75K
$437K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.83KNew |
$433K - $518K
|
5.83K
$536K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.44K- 5.37% |
$107K - $128K
|
25.4K
$2.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
252+ 1.01% |
$18.7K - $22.4K
|
25.2K
$2.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-877- 2.12% |
$65.1K - $78K
|
40.5K
$3.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.18K- 44.26% |
$162K - $194K
|
2.74K
$252K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-3.84K- 6.32% |
$285K - $342K
|
57K
$5.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.06K- 1.88% |
$78.4K - $93.9K
|
55.2K
$5.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-627- 10.43% |
$46.6K - $55.8K
|
5.38K
$495K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
128+ 3.79% |
$9.51K - $11.4K
|
3.5K
$322K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
4.5K+ 8.98% |
$335K - $400K
|
54.6K
$5.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-18- 0.14% |
$1.34K - $1.6K
|
13.2K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.45K- 5.56% |
$405K - $485K
|
92.6K
$8.52M
|
|
|
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
|