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 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.19K- 8.47% |
$103K - $115K
|
12.8K
$1.13M
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-487- 3.9% |
$42.3K - $47.3K
|
12K
$1.06M
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
222K+ 24.6% |
$19.3M - $21.6M
|
1.12M
$98.9M
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.17K+ 5.37% |
$276K - $308K
|
62.3K
$5.48M
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-30- 2.27% |
$2.61K - $2.91K
|
1.29K
$113K
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-479- 4.17% |
$41.6K - $46.5K
|
11K
$969K
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.41K+ 70.45% |
$123K - $137K
|
3.41K
$300K
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-314- 3.46% |
$27.3K - $30.5K
|
8.75K
$770K
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-24.6K- 12.4% |
$2.14M - $2.39M
|
174K
$15.3M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-271- 5.31% |
$23.6K - $26.3K
|
4.83K
$425K
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-60- 0.35% |
$5.22K - $5.83K
|
17.3K
$1.52M
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-257- 0.9% |
$22.3K - $25K
|
28.4K
$2.5M
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
373+ 8.14% |
$32.4K - $36.2K
|
4.95K
$436K
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.04% |
$174 - $194
|
4.94K
$434K
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
33+ 0.29% |
$2.87K - $3.2K
|
11.4K
$998K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
321New |
$27.9K - $31.2K
|
321
$28.2K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.64K- 25.97% |
$142K - $159K
|
4.66K
$410K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
16K+ 12.63% |
$1.39M - $1.56M
|
143K
$12.6M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-64- 1.87% |
$5.56K - $6.21K
|
3.36K
$296K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
120New |
$10.4K - $11.7K
|
120
$10.6K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-1K- 96.06% |
$87K - $97.1K
|
41
$3.61K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
105New |
$9.13K - $10.2K
|
105
$9.23K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-373- 55.01% |
$32.4K - $36.2K
|
305
$26.8K
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
116+ 3.58% |
$10.1K - $11.3K
|
3.36K
$295K
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-786- 19.67% |
$68.3K - $76.3K
|
3.21K
$282K
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
44+ 1.65% |
$3.83K - $4.27K
|
2.72K
$239K
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3+ 0.11% |
$261 - $291
|
2.83K
$249K
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
5.02K+ 18.49% |
$436K - $487K
|
32.2K
$2.83M
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.29% |
$783 - $874
|
3.13K
$276K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.68K+ 104.69% |
$755K - $843K
|
17K
$1.49M
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.67KNew |
$406K - $453K
|
4.67K
$410K
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
12+ 0.33% |
$1.04K - $1.17K
|
3.62K
$318K
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-306- 2.34% |
$26.6K - $29.7K
|
12.7K
$1.12M
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-5- 7.81% |
$435 - $485
|
59
$5.19K
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-3.58K- 24.59% |
$311K - $348K
|
11K
$965K
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-44- 1.11% |
$3.83K - $4.27K
|
3.93K
$346K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-381- 6.18% |
$33.1K - $37K
|
5.79K
$509K
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-4.87K- 19.05% |
$424K - $473K
|
20.7K
$1.82M
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
18+ 0.12% |
$1.57K - $1.75K
|
14.6K
$1.29M
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 0.05% |
$261 - $291
|
6.03K
$530K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
530+ 16.22% |
$46.1K - $51.5K
|
3.8K
$334K
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.08K- 22.41% |
$93.5K - $104K
|
3.72K
$327K
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-3.96K- 3.29% |
$344K - $385K
|
116K
$10.2M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-918- 4.11% |
$79.8K - $89.1K
|
21.4K
$1.88M
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
150+ 1.48% |
$13K - $14.6K
|
10.3K
$907K
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
173K+ 553.37% |
$15.1M - $16.8M
|
205K
$18M
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-5.83K- 28.17% |
$507K - $566K
|
14.9K
$1.31M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.43K+ 14.44% |
$733K - $819K
|
66.9K
$5.88M
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.87K+ 3.57% |
$163K - $182K
|
54.3K
$4.78M
|