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 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-428- 6.19% |
$31.8K - $38.1K
|
6.49K
$595K
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-141- 8.48% |
$10.5K - $12.5K
|
1.52K
$140K
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
13+ 0.55% |
$966 - $1.16K
|
2.36K
$216K
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-113- 18.9% |
$8.39K - $10K
|
485
$44.5K
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.05KNew |
$226K - $271K
|
3.05K
$279K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.29K- 5.76% |
$318K - $381K
|
70.1K
$6.43M
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
81.3KNew |
$6.04M - $7.23M
|
81.3K
$7.45M
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-5.24K- 29.44% |
$389K - $466K
|
12.6K
$1.15M
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
381+ 1.28% |
$28.3K - $33.9K
|
30.2K
$2.77M
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
61+ 1.69% |
$4.53K - $5.42K
|
3.67K
$336K
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
312+ 5.74% |
$23.2K - $27.7K
|
5.75K
$527K
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-976- 10.17% |
$72.5K - $86.8K
|
8.62K
$791K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.51% |
$297 - $356
|
794
$72.8K
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-500- 5.71% |
$37.1K - $44.5K
|
8.25K
$757K
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6.09K- 9.34% |
$452K - $542K
|
59.1K
$5.42M
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.84K- 37.07% |
$137K - $164K
|
3.12K
$286K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-7.43K- 96.81% |
$552K - $661K
|
245
$22.5K
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-156- 8.44% |
$11.6K - $13.9K
|
1.69K
$155K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-498- 9.04% |
$37K - $44.3K
|
5.01K
$459K
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-4- 0.09% |
$297 - $356
|
4.61K
$423K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 16.71% |
$895K - $1.07M
|
84.1K
$7.71M
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.6KNew |
$862K - $1.03M
|
11.6K
$1.06M
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-125- 4.42% |
$9.28K - $11.1K
|
2.7K
$248K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-98- 2.48% |
$7.28K - $8.71K
|
3.86K
$354K
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
7.45K+ 4.24% |
$553K - $662K
|
183K
$16.8M
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-150- 28.85% |
$11.1K - $13.3K
|
370
$33.9K
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
169New |
$12.6K - $15K
|
169
$15.5K
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-5.73K- 54.42% |
$426K - $510K
|
4.8K
$440K
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.43KNew |
$180K - $216K
|
2.43K
$223K
|
|
Jul 16, 2025
Q2 2025
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-18.9K- 66.6% |
$1.4M - $1.68M
|
9.49K
$870K
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
730+ 4.15% |
$54.2K - $64.9K
|
18.3K
$1.68M
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-140- 1.74% |
$10.4K - $12.4K
|
7.91K
$725K
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
38+ 0.29% |
$2.82K - $3.38K
|
13K
$1.19M
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.08% |
$74.3 - $88.9
|
1.32K
$121K
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
500+ 4.62% |
$37.1K - $44.5K
|
11.3K
$1.04M
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
378+ 3.16% |
$28.1K - $33.6K
|
12.3K
$1.13M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-6.84K- 5.33% |
$508K - $608K
|
121K
$11.1M
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
38New |
$2.82K - $3.38K
|
38
$3.48K
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-530- 9.99% |
$39.4K - $47.1K
|
4.78K
$438K
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
13+ 0.02% |
$966 - $1.16K
|
69K
$6.32M
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.5K- 12.59% |
$111K - $133K
|
10.4K
$954K
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-1.53K- 6.67% |
$114K - $136K
|
21.5K
$1.97M
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
103+ 2.39% |
$7.65K - $9.16K
|
4.41K
$405K
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.29% |
$668 - $800
|
3.16K
$290K
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
204New |
$15.2K - $18.1K
|
204
$18.7K
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-587- 9.93% |
$43.6K - $52.2K
|
5.33K
$488K
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-36- 1.34% |
$2.67K - $3.2K
|
2.65K
$243K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
284+ 7.08% |
$21.1K - $25.3K
|
4.29K
$394K
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.12K- 15.82% |
$83.2K - $99.6K
|
5.96K
$546K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
31.9K+ 31.12% |
$2.37M - $2.84M
|
134K
$12.3M
|