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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-687- 2.48% |
$57.2K - $62.5K
|
27.1K
$2.49M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
121+ 9.81% |
$10.1K - $11K
|
1.35K
$124K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
338+ 5.66% |
$28.1K - $30.8K
|
6.31K
$580K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-98- 4.15% |
$8.15K - $8.92K
|
2.26K
$208K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-376- 13.71% |
$31.3K - $34.2K
|
2.37K
$218K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
45+ 22.28% |
$3.74K - $4.09K
|
247
$22.7K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-57- 0.49% |
$4.74K - $5.19K
|
11.6K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-605- 28.74% |
$50.3K - $55K
|
1.5K
$138K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
145+ 10.13% |
$12.1K - $13.2K
|
1.58K
$145K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
690+ 13.61% |
$57.4K - $62.8K
|
5.76K
$530K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.57K- 3.56% |
$131K - $143K
|
42.6K
$3.91M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-37.6K- 39.03% |
$3.13M - $3.42M
|
58.7K
$5.39M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-943- 8.25% |
$78.4K - $85.8K
|
10.5K
$964K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
123+ 3.84% |
$10.2K - $11.2K
|
3.33K
$306K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-285- 9.25% |
$23.7K - $25.9K
|
2.8K
$257K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 0.71% |
$749 - $819
|
1.28K
$117K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
30.8KNew |
$2.56M - $2.8M
|
30.8K
$2.83M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.43KNew |
$202K - $221K
|
2.43K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-126- 13.39% |
$10.5K - $11.5K
|
815
$74.9K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
523+ 5.05% |
$43.5K - $47.6K
|
10.9K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-723- 45.96% |
$60.1K - $65.8K
|
850
$78.1K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-129K- 13.53% |
$10.8M - $11.8M
|
826K
$76M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
16.1K+ 217.3% |
$1.34M - $1.46M
|
23.5K
$2.16M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
275+ 7.84% |
$22.9K - $25K
|
3.78K
$348K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
197+ 2.89% |
$16.4K - $17.9K
|
7.01K
$644K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-687- 75.58% |
$57.2K - $62.5K
|
222
$20.4K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.3K+ 438.38% |
$940K - $1.03M
|
13.9K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
240K+ 29.83% |
$19.9M - $21.8M
|
1.04M
$95.9M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
13.7KNew |
$1.14M - $1.25M
|
13.7K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-247- 2.35% |
$20.5K - $22.5K
|
10.3K
$945K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-888K- 98.84% |
$73.8M - $80.8M
|
10.4K
$960K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
1.3K+ 119.85% |
$108K - $118K
|
2.38K
$219K
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-11.3K- 17.24% |
$939K - $1.03M
|
54.2K
$4.98M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 3.13% |
$83.2 - $91
|
33
$3.03K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
94+ 1.76% |
$7.82K - $8.55K
|
5.43K
$499K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-634- 3.36% |
$52.7K - $57.7K
|
18.2K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-1- 1.28% |
$83.2 - $91
|
77
$7.08K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-74- 35.58% |
$6.16K - $6.73K
|
134
$12.3K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-173- 1.51% |
$14.4K - $15.7K
|
11.3K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.4K- 7.77% |
$699K - $764K
|
99.7K
$9.17M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-55- 0.28% |
$4.58K - $5K
|
19.9K
$1.83M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-255- 4.86% |
$21.2K - $23.2K
|
5K
$459K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-549- 4.35% |
$45.7K - $50K
|
12.1K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-582- 5.01% |
$48.4K - $53K
|
11K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-563- 17.45% |
$46.8K - $51.2K
|
2.66K
$245K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-15- 0.43% |
$1.25K - $1.36K
|
3.44K
$316K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.9K+ 175.86% |
$1.49M - $1.63M
|
28.1K
$2.59M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.6K+ 4.52% |
$1.46M - $1.6M
|
406K
$37.4M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
6+ 0.73% |
$499 - $546
|
824
$75.8K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
265+ 1.82% |
$22K - $24.1K
|
14.8K
$1.36M
|