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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
9New |
$795 - $838
|
9
$792
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
20New |
$1.77K - $1.86K
|
20
$1.76K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-63- 4.78% |
$5.56K - $5.86K
|
1.25K
$110K
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
27KNew |
$2.38M - $2.51M
|
27K
$2.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
10.2KNew |
$902K - $951K
|
10.2K
$899K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
9.39KNew |
$829K - $874K
|
9.39K
$826K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-4.05K- 38.72% |
$358K - $377K
|
6.42K
$564K
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-85.5K- 86.78% |
$7.55M - $7.96M
|
13K
$1.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
363+ 1.94% |
$32K - $33.8K
|
19K
$1.67M
|
|
|
Aug 08, 2024
Q2 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-268K- 84.08% |
$23.7M - $24.9M
|
50.8K
$4.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
150New |
$13.2K - $14K
|
150
$13.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-622- 97.19% |
$54.9K - $57.9K
|
18
$1.58K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
901+ 69.36% |
$79.5K - $83.8K
|
2.2K
$193K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-77- 25.67% |
$6.8K - $7.17K
|
223
$19.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-2.98KClosed |
$263K - $277K
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-54- 23.38% |
$4.77K - $5.03K
|
177
$15.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.36K- 44.23% |
$208K - $219K
|
2.97K
$261K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-150- 3.0% |
$13.2K - $14K
|
4.85K
$427K
|
|
|
Aug 02, 2024
Q2 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
4KNew |
$353K - $372K
|
4K
$352K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-106- 1.91% |
$9.36K - $9.86K
|
5.43K
$478K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-122- 10.87% |
$10.8K - $11.4K
|
1K
$88K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
116New |
$10.2K - $10.8K
|
116
$10.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
BUY
|
- |
3+ 0.01% |
$265 - $279
|
34K
$2.99M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-20- 7.43% |
$1.77K - $1.86K
|
249
$21.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
449+ 14.97% |
$39.6K - $41.8K
|
3.45K
$303K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
135New |
$11.9K - $12.6K
|
135
$11.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-521- 3.82% |
$46K - $48.5K
|
13.1K
$1.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-7.56K- 57.56% |
$667K - $704K
|
5.57K
$490K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.06K- 84.02% |
$93.8K - $98.8K
|
202
$17.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
70+ 1.76% |
$6.18K - $6.51K
|
4.05K
$356K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
53+ 0.15% |
$4.68K - $4.93K
|
35.4K
$3.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
588+ 9.06% |
$51.9K - $54.7K
|
7.08K
$622K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
789New |
$69.7K - $73.4K
|
789
$69.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-69- 0.6% |
$6.09K - $6.42K
|
11.5K
$1.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.86KNew |
$429K - $452K
|
4.86K
$427K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
4.28KNew |
$377K - $398K
|
4.28K
$376K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
158New |
$13.9K - $14.7K
|
158
$13.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
6.47KNew |
$571K - $602K
|
6.47K
$569K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
82+ 12.81% |
$7.24K - $7.63K
|
722
$63.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.08K+ 189.1% |
$95K - $100K
|
1.65K
$145K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4+ 8.51% |
$353 - $372
|
51
$4.49K
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
450New |
$39.7K - $41.9K
|
450
$39.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.97KNew |
$262K - $276K
|
2.97K
$261K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18+ 5.59% |
$1.59K - $1.68K
|
340
$29.9K
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-15- 0.28% |
$1.32K - $1.4K
|
5.34K
$469K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
5.44KNew |
$480K - $506K
|
5.44K
$478K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-15- 7.25% |
$1.32K - $1.4K
|
192
$16.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
11+ 0.39% |
$971 - $1.02K
|
2.86K
$251K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-184- 3.2% |
$16.2K - $17.1K
|
5.56K
$489K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-174- 60.0% |
$15.4K - $16.2K
|
116
$10.2K
|