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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-514- 7.58% |
$42.8K - $46.8K
|
6.27K
$576K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
550K+ 15105.74% |
$45.8M - $50M
|
554K
$50.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-854- 6.15% |
$71K - $77.7K
|
13K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-385- 1.09% |
$32K - $35K
|
35K
$3.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
20.4K+ 448.8% |
$1.7M - $1.86M
|
25K
$2.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
40New |
$3.33K - $3.64K
|
40
$3.68K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.95K+ 22.66% |
$245K - $268K
|
15.9K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-529- 30.92% |
$44K - $48.1K
|
1.18K
$109K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
5.9K+ 79.68% |
$491K - $537K
|
13.3K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-125- 0.73% |
$10.4K - $11.4K
|
16.9K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-32- 1.08% |
$2.66K - $2.91K
|
2.93K
$269K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-250- 10.99% |
$20.8K - $22.7K
|
2.03K
$186K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
208+ 3.47% |
$17.3K - $18.9K
|
6.21K
$570K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
150+ 0.56% |
$12.5K - $13.6K
|
27K
$2.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.62K+ 0.33% |
$135K - $147K
|
499K
$45.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-22- 0.71% |
$1.83K - $2K
|
3.08K
$283K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
131+ 14.51% |
$10.9K - $11.9K
|
1.03K
$95.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-238- 1.01% |
$19.8K - $21.7K
|
23.3K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-582- 6.43% |
$48.4K - $53K
|
8.47K
$779K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
86+ 0.46% |
$7.15K - $7.83K
|
18.7K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-500- 1.49% |
$41.6K - $45.5K
|
33K
$3.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.17K+ 7.24% |
$96.9K - $106K
|
17.3K
$1.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1+ 0.12% |
$83.2 - $91
|
814
$74.8K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
2.4KNew |
$200K - $219K
|
2.4K
$221K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-4.41K- 16.26% |
$367K - $401K
|
22.7K
$2.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-859- 18.2% |
$71.5K - $78.2K
|
3.86K
$355K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
34+ 0.6% |
$2.83K - $3.09K
|
5.66K
$520K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.7KNew |
$141K - $155K
|
1.7K
$156K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-901- 13.54% |
$75K - $82K
|
5.75K
$529K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.87K+ 11.37% |
$155K - $170K
|
18.3K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
241+ 5.07% |
$20K - $21.9K
|
4.99K
$459K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-193- 2.96% |
$16.1K - $17.6K
|
6.33K
$582K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
590+ 21.88% |
$49.1K - $53.7K
|
3.29K
$302K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.37K- 46.89% |
$197K - $215K
|
2.68K
$246K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.64K- 6.46% |
$136K - $149K
|
23.7K
$2.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-4.52K- 41.23% |
$376K - $411K
|
6.44K
$592K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-100- 2.48% |
$8.32K - $9.1K
|
3.93K
$361K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.72K- 6.11% |
$143K - $157K
|
26.5K
$2.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-125- 73.96% |
$10.4K - $11.4K
|
44
$4.04K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-21- 4.0% |
$1.75K - $1.91K
|
504
$46.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-7- 2.31% |
$582 - $637
|
296
$27.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
1.52K+ 9.82% |
$126K - $138K
|
17K
$1.56M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
4.23K+ 2.64% |
$352K - $385K
|
164K
$15.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6- 0.23% |
$499 - $546
|
2.59K
$238K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
5New |
$416 - $455
|
5
$460
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-100- 2.57% |
$8.32K - $9.1K
|
3.8K
$349K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
180+ 3.75% |
$15K - $16.4K
|
4.98K
$458K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
40+ 18.96% |
$3.33K - $3.64K
|
251
$23.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
6.51KNew |
$541K - $592K
|
6.51K
$598K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.32% |
$83.2 - $91
|
315
$29K
|