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 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
17.6KNew |
$1.47M - $1.6M
|
17.6K
$1.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 22.23% |
$112K - $123K
|
4.72K
$434K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
38.5KNew |
$3.2M - $3.5M
|
38.5K
$3.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.42% |
$166 - $182
|
483
$44.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-250- 7.35% |
$20.8K - $22.7K
|
3.15K
$290K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.34K- 49.9% |
$195K - $213K
|
2.35K
$216K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
442+ 4.67% |
$36.8K - $40.2K
|
9.91K
$911K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
12New |
$998 - $1.09K
|
12
$1.1K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-7- 0.21% |
$582 - $637
|
3.33K
$306K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
713+ 12.22% |
$59.3K - $64.9K
|
6.55K
$602K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-3.94K- 40.46% |
$327K - $358K
|
5.79K
$532K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-167- 0.84% |
$13.9K - $15.2K
|
19.6K
$1.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-303- 21.99% |
$25.2K - $27.6K
|
1.08K
$98.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-743- 14.33% |
$61.8K - $67.6K
|
4.44K
$408K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
300+ 3.86% |
$25K - $27.3K
|
8.07K
$741K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-320- 6.77% |
$26.6K - $29.1K
|
4.41K
$405K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
5.32K+ 2.06% |
$442K - $484K
|
263K
$24.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.5K- 7.53% |
$125K - $137K
|
18.5K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-978- 17.27% |
$81.4K - $89K
|
4.68K
$431K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.9K- 21.6% |
$1.82M - $1.99M
|
79.5K
$7.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10.1K- 57.37% |
$841K - $920K
|
7.52K
$691K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
29+ 0.2% |
$2.41K - $2.64K
|
14.2K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
7New |
$582 - $637
|
7
$644
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-82- 11.36% |
$6.82K - $7.46K
|
640
$58.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.06K- 8.49% |
$88.3K - $96.5K
|
11.4K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-55- 6.85% |
$4.58K - $5K
|
748
$68.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-3.47K- 54.72% |
$289K - $316K
|
2.87K
$264K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.26K- 10.49% |
$104K - $114K
|
10.7K
$984K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-80- 2.99% |
$6.66K - $7.28K
|
2.6K
$239K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.03K- 9.4% |
$168K - $184K
|
19.5K
$1.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.54KNew |
$211K - $231K
|
2.54K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
1.55K+ 6.46% |
$129K - $141K
|
25.5K
$2.34M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-427- 4.21% |
$35.5K - $38.9K
|
9.72K
$894K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13- 0.45% |
$1.08K - $1.18K
|
2.87K
$264K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$104K - $114K
|
1.25K
$115K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
23+ 0.46% |
$1.91K - $2.09K
|
4.99K
$459K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
16.2KNew |
$1.34M - $1.47M
|
16.2K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
360+ 3.92% |
$29.9K - $32.8K
|
9.55K
$878K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-704- 3.18% |
$58.6K - $64.1K
|
21.4K
$1.97M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
12+ 0.46% |
$998 - $1.09K
|
2.63K
$241K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
57+ 1.83% |
$4.74K - $5.19K
|
3.18K
$292K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
4.29KNew |
$357K - $391K
|
4.29K
$395K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$83.2 - $91
|
2.54K
$233K
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-291K- 25.84% |
$24.2M - $26.4M
|
834K
$76.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
54+ 17.31% |
$4.49K - $4.91K
|
366
$33.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
7+ 1.56% |
$582 - $637
|
457
$42K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-600- 10.08% |
$49.9K - $54.6K
|
5.35K
$492K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
356New |
$29.6K - $32.4K
|
356
$32.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-8.37K- 75.35% |
$697K - $762K
|
2.74K
$252K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-378- 5.5% |
$31.4K - $34.4K
|
6.49K
$597K
|