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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
68New |
$5.91K - $6.6K
|
68
$5.98K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.72K- 50.48% |
$324K - $362K
|
3.65K
$321K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-373- 9.66% |
$32.4K - $36.2K
|
3.49K
$307K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.86KNew |
$162K - $181K
|
1.86K
$164K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.06% |
$87 - $97.1
|
1.82K
$160K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.16K+ 34.78% |
$100K - $112K
|
4.48K
$394K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
24New |
$2.09K - $2.33K
|
24
$2.11K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
195K+ 1932.08% |
$16.9M - $18.9M
|
205K
$18M
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-4.29K- 32.28% |
$373K - $416K
|
8.99K
$791K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-8- 0.38% |
$696 - $777
|
2.08K
$183K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-704- 19.26% |
$61.2K - $68.4K
|
2.95K
$260K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5New |
$435 - $485
|
5
$440
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-37- 1.54% |
$3.22K - $3.59K
|
2.37K
$209K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-251- 4.21% |
$21.8K - $24.4K
|
5.72K
$503K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
2.26KNew |
$196K - $219K
|
2.26K
$199K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
87+ 0.32% |
$7.56K - $8.45K
|
26.9K
$2.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.28% |
$87 - $97.1
|
359
$31.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.34K- 5.74% |
$638K - $712K
|
120K
$10.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.2K- 6.08% |
$1.4M - $1.57M
|
250K
$22M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-34.3K- 13.09% |
$2.98M - $3.33M
|
228K
$20M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.69K+ 22.78% |
$234K - $261K
|
14.5K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
7New |
$609 - $680
|
7
$616
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-212- 1.92% |
$18.4K - $20.6K
|
10.8K
$952K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
12.9KNew |
$1.12M - $1.26M
|
12.9K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-2.61K- 9.99% |
$227K - $253K
|
23.5K
$2.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
965+ 6.92% |
$83.9K - $93.7K
|
14.9K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
21+ 0.44% |
$1.83K - $2.04K
|
4.79K
$422K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-10- 0.33% |
$870 - $971
|
3.05K
$269K
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
200+ 4.42% |
$17.4K - $19.4K
|
4.72K
$415K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-12.4K- 18.85% |
$1.07M - $1.2M
|
53.2K
$4.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.26K- 2.33% |
$283K - $317K
|
137K
$12M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-586- 3.18% |
$51K - $56.9K
|
17.8K
$1.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-394- 3.27% |
$34.3K - $38.3K
|
11.6K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-20.3K- 71.28% |
$1.77M - $1.98M
|
8.2K
$721K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.04K- 18.27% |
$264K - $295K
|
13.6K
$1.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.33K- 30.09% |
$202K - $226K
|
5.41K
$476K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
138+ 1.88% |
$12K - $13.4K
|
7.49K
$658K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-2.59K- 16.73% |
$226K - $252K
|
12.9K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
500+ 3.69% |
$43.5K - $48.5K
|
14K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-209- 2.36% |
$18.2K - $20.3K
|
8.67K
$762K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-297- 1.5% |
$25.8K - $28.8K
|
19.5K
$1.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
980+ 6.63% |
$85.2K - $95.1K
|
15.8K
$1.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
353+ 9.28% |
$30.7K - $34.3K
|
4.16K
$366K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.2K+ 4.72% |
$191K - $214K
|
48.9K
$4.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-500- 4.03% |
$43.5K - $48.5K
|
11.9K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
13+ 2.4% |
$1.13K - $1.26K
|
555
$48.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-98- 0.72% |
$8.52K - $9.51K
|
13.5K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.23K- 2.05% |
$107K - $120K
|
58.9K
$5.18M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.62KNew |
$227K - $254K
|
2.62K
$230K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.43K- 6.22% |
$124K - $139K
|
21.5K
$1.89M
|