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 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.65K- 46.25% |
$144K - $160K
|
1.92K
$169K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14+ 0.54% |
$1.22K - $1.36K
|
2.63K
$231K
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
1.09K+ 2.65% |
$94.4K - $105K
|
42.1K
$3.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-113- 2.63% |
$9.83K - $11K
|
4.19K
$368K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.3K+ 13.26% |
$113K - $127K
|
11.1K
$979K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-50- 0.01% |
$4.35K - $4.85K
|
699K
$61.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
112+ 1.81% |
$9.74K - $10.9K
|
6.29K
$553K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.3% |
$87 - $97.1
|
333
$29.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.72KNew |
$585K - $653K
|
6.72K
$591K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
342+ 1.66% |
$29.7K - $33.2K
|
21K
$1.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-683- 2.79% |
$59.4K - $66.3K
|
23.8K
$2.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-207- 7.95% |
$18K - $20.1K
|
2.4K
$211K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-23- 0.41% |
$2K - $2.23K
|
5.58K
$491K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
19.8K+ 2.62% |
$1.73M - $1.93M
|
776K
$68.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.56K- 24.37% |
$136K - $152K
|
4.85K
$426K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
626+ 3.12% |
$54.4K - $60.8K
|
20.7K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 0.61% |
$783 - $874
|
1.47K
$129K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
24+ 0.93% |
$2.09K - $2.33K
|
2.6K
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-83- 0.14% |
$7.22K - $8.06K
|
59.6K
$5.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
248+ 5.66% |
$21.6K - $24.1K
|
4.63K
$407K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.86K- 13.0% |
$248K - $277K
|
19.1K
$1.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-410- 12.97% |
$35.6K - $39.8K
|
2.75K
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
439+ 1.4% |
$38.2K - $42.6K
|
31.7K
$2.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-366- 1.78% |
$31.8K - $35.5K
|
20.1K
$1.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-271- 0.94% |
$23.6K - $26.3K
|
28.7K
$2.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-3.99K- 7.45% |
$347K - $387K
|
49.6K
$4.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
30+ 3.59% |
$2.61K - $2.91K
|
865
$76.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
6.56K+ 16.78% |
$570K - $637K
|
45.7K
$4.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.6KNew |
$921K - $1.03M
|
10.6K
$932K
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-12.7K- 50.08% |
$1.1M - $1.23M
|
12.7K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.21% |
$87 - $97.1
|
480
$42.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-277- 11.37% |
$24.1K - $26.9K
|
2.16K
$190K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-229- 2.29% |
$19.9K - $22.2K
|
9.78K
$860K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-242- 15.92% |
$21K - $23.5K
|
1.28K
$112K
|
|
|
Oct 15, 2024
Q3 2024
|
Client First Capital LLC
|
SELL
|
- |
-12.8K- 23.46% |
$1.11M - $1.24M
|
41.7K
$3.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
87+ 2.91% |
$7.56K - $8.45K
|
3.08K
$271K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-971- 3.61% |
$84.4K - $94.3K
|
25.9K
$2.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-11- 0.04% |
$956 - $1.07K
|
29.3K
$2.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
SELL
|
- |
-4.39K- 50.17% |
$381K - $426K
|
4.36K
$383K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-17.4K- 22.42% |
$1.51M - $1.69M
|
60.2K
$5.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-240- 0.7% |
$20.9K - $23.3K
|
34K
$2.99M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
150+ 10.14% |
$13K - $14.6K
|
1.63K
$143K
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
362+ 3.47% |
$31.5K - $35.1K
|
10.8K
$949K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
21.4K+ 108.15% |
$1.86M - $2.08M
|
41.3K
$3.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-620- 50.0% |
$53.9K - $60.2K
|
620
$54.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
2K+ 36.0% |
$174K - $194K
|
7.56K
$664K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
242+ 2.1% |
$21K - $23.5K
|
11.7K
$1.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
103+ 2.9% |
$8.96K - $10K
|
3.66K
$322K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
841+ 13.67% |
$73.1K - $81.7K
|
6.99K
$615K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-833- 24.29% |
$72.4K - $80.9K
|
2.6K
$228K
|