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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-300- 4.35% |
$25K - $27.3K
|
6.6K
$605K
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
70New |
$5.82K - $6.37K
|
70
$6.42K
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
15.1KNew |
$1.26M - $1.38M
|
15.1K
$1.39M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-12- 0.35% |
$998 - $1.09K
|
3.45K
$316K
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-750- 12.48% |
$62.4K - $68.2K
|
5.26K
$482K
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.52KNew |
$210K - $229K
|
2.52K
$231K
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.5KNew |
$124K - $136K
|
1.5K
$137K
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
15.4KNew |
$1.28M - $1.4M
|
15.4K
$1.41M
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1+ 1.92% |
$83.2 - $91
|
53
$4.86K
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-751- 4.59% |
$62.5K - $68.3K
|
15.6K
$1.43M
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
CALL |
1.25MNew |
$104M - $114M
|
1.25M
$115M
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.13M+ 5346.88% |
$94.3M - $103M
|
1.15M
$106M
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.43KNew |
$202K - $221K
|
2.43K
$222K
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
12+ 0.45% |
$998 - $1.09K
|
2.65K
$243K
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-120- 0.14% |
$9.98K - $10.9K
|
87.1K
$7.99M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
CALL |
20K+ 25.0% |
$1.66M - $1.82M
|
100K
$9.17M
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
7.56K+ 192.27% |
$629K - $688K
|
11.5K
$1.05M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.9K+ 11.52% |
$2.41M - $2.63M
|
280K
$25.7M
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-173- 4.73% |
$14.4K - $15.7K
|
3.49K
$320K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-9- 1.69% |
$749 - $819
|
524
$48K
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
50+ 1.45% |
$4.16K - $4.55K
|
3.5K
$321K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
2.95K+ 3.9% |
$246K - $269K
|
78.6K
$7.21M
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-288- 0.22% |
$24K - $26.2K
|
129K
$11.8M
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
200New |
$16.6K - $18.2K
|
200
$18.3K
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.59KNew |
$548K - $599K
|
6.59K
$604K
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
82.2KNew |
$6.83M - $7.48M
|
82.2K
$7.53M
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
11.5KNew |
$955K - $1.04M
|
11.5K
$1.05M
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
521New |
$43.3K - $47.4K
|
521
$47.8K
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
521New |
$43.3K - $47.4K
|
521
$47.8K
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
81New |
$6.74K - $7.37K
|
81
$7.43K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-211- 66.56% |
$17.6K - $19.2K
|
106
$9.72K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-39- 8.13% |
$3.24K - $3.55K
|
441
$40.4K
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
365+ 9.48% |
$30.4K - $33.2K
|
4.22K
$386K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
60New |
$4.99K - $5.46K
|
60
$5.5K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-26- 0.59% |
$2.16K - $2.37K
|
4.35K
$399K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.54% |
$166 - $182
|
370
$33.9K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10New |
$832 - $910
|
10
$917
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-5Closed |
$416 - $455
|
0
$0
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-687- 2.48% |
$57.2K - $62.5K
|
27.1K
$2.48M
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-376- 13.71% |
$31.3K - $34.2K
|
2.37K
$217K
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
45+ 22.28% |
$3.74K - $4.09K
|
247
$22.6K
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-605- 28.74% |
$50.3K - $55K
|
1.5K
$138K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-285- 9.25% |
$23.7K - $25.9K
|
2.8K
$256K
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
30.8KNew |
$2.56M - $2.8M
|
30.8K
$2.82M
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-126- 13.39% |
$10.5K - $11.5K
|
815
$74.7K
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-723- 45.96% |
$60.1K - $65.8K
|
850
$77.9K
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-888K- 98.84% |
$73.8M - $80.8M
|
10.4K
$958K
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
1.3K+ 119.85% |
$108K - $118K
|
2.38K
$218K
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 3.13% |
$83.2 - $91
|
33
$3.03K
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
94+ 1.76% |
$7.82K - $8.55K
|
5.43K
$498K
|