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 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-83- 3.0% |
$6.9K - $7.55K
|
2.69K
$247K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-340K- 29.31% |
$28.3M - $30.9M
|
820K
$75.4M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.7% |
$83.2 - $91
|
144
$13.2K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-897- 23.24% |
$74.6K - $81.6K
|
2.96K
$272K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
968+ 2.34% |
$80.5K - $88.1K
|
42.3K
$3.89M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
688+ 5.0% |
$57.2K - $62.6K
|
14.5K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-687- 2.94% |
$57.2K - $62.5K
|
22.6K
$2.08M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.41KNew |
$200K - $219K
|
2.41K
$221K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
12.3KNew |
$1.02M - $1.11M
|
12.3K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-239- 3.54% |
$19.9K - $21.7K
|
6.51K
$599K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-1.39K- 8.79% |
$115K - $126K
|
14.4K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
56New |
$4.66K - $5.1K
|
56
$5.15K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
90+ 0.62% |
$7.49K - $8.19K
|
14.6K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.28KNew |
$190K - $207K
|
2.28K
$210K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.86% |
$166 - $182
|
234
$21.5K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.5KNew |
$291K - $318K
|
3.5K
$322K
|
|
|
May 05, 2025
Q1 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
13.6K+ 166.79% |
$1.13M - $1.24M
|
21.8K
$2M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.19KNew |
$265K - $290K
|
3.19K
$293K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.55% |
$166 - $182
|
363
$33.4K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
13+ 0.37% |
$1.08K - $1.18K
|
3.53K
$325K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-69- 38.33% |
$5.74K - $6.28K
|
111
$10.2K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.08K+ 42.65% |
$256K - $280K
|
10.3K
$946K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
651+ 46.67% |
$54.2K - $59.2K
|
2.05K
$188K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
19New |
$1.58K - $1.73K
|
19
$1.75K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.37KNew |
$280K - $307K
|
3.37K
$310K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.16% |
$416 - $455
|
3.14K
$289K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
111+ 3.04% |
$9.23K - $10.1K
|
3.76K
$346K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-775- 5.56% |
$64.5K - $70.5K
|
13.2K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
13+ 0.19% |
$1.08K - $1.18K
|
6.79K
$625K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-4.41K- 7.58% |
$367K - $401K
|
53.7K
$4.94M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-57- 1.51% |
$4.74K - $5.19K
|
3.73K
$343K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
3.24K+ 71.69% |
$269K - $295K
|
7.76K
$713K
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.74K- 41.99% |
$144K - $158K
|
2.4K
$220K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
65New |
$5.41K - $5.91K
|
65
$5.98K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
13.6K+ 8.84% |
$1.13M - $1.24M
|
167K
$15.4M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.64K+ 7.38% |
$136K - $149K
|
23.8K
$2.19M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-615- 17.26% |
$51.2K - $56K
|
2.95K
$271K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.58KNew |
$465K - $508K
|
5.58K
$513K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-48- 11.24% |
$3.99K - $4.37K
|
379
$34.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.5K- 23.73% |
$125K - $136K
|
4.82K
$443K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-10K- 59.62% |
$833K - $911K
|
6.78K
$623K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.98% |
$4.41K - $4.82K
|
5.43K
$500K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-570- 8.13% |
$47.4K - $51.9K
|
6.44K
$592K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-30.8K- 86.86% |
$2.57M - $2.81M
|
4.67K
$429K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-195- 7.11% |
$16.2K - $17.7K
|
2.55K
$234K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-5.74K- 7.39% |
$478K - $523K
|
72K
$6.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-73- 1.9% |
$6.07K - $6.64K
|
3.77K
$347K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-130- 58.3% |
$10.8K - $11.8K
|
93
$8.55K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
94.8K+ 22.08% |
$7.89M - $8.63M
|
524K
$48.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-691- 1.75% |
$57.5K - $62.9K
|
38.8K
$3.57M
|