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 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-1- 1.28% |
$83.2 - $91
|
77
$7.06K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-74- 35.58% |
$6.16K - $6.73K
|
134
$12.3K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-173- 1.51% |
$14.4K - $15.7K
|
11.3K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-549- 4.35% |
$45.7K - $50K
|
12.1K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-340K- 29.31% |
$28.3M - $30.9M
|
820K
$75.2M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.41KNew |
$200K - $219K
|
2.41K
$221K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
56New |
$4.66K - $5.1K
|
56
$5.13K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.5KNew |
$291K - $318K
|
3.5K
$321K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.19KNew |
$265K - $290K
|
3.19K
$292K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-69- 38.33% |
$5.74K - $6.28K
|
111
$10.2K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
19New |
$1.58K - $1.73K
|
19
$1.74K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-57- 1.51% |
$4.74K - $5.19K
|
3.73K
$342K
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.74K- 41.99% |
$144K - $158K
|
2.4K
$220K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
65New |
$5.41K - $5.91K
|
65
$5.96K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.5K- 23.73% |
$125K - $136K
|
4.82K
$442K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-195- 7.11% |
$16.2K - $17.7K
|
2.55K
$234K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-130- 58.3% |
$10.8K - $11.8K
|
93
$8.53K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
40New |
$3.33K - $3.64K
|
40
$3.67K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.95K+ 22.66% |
$245K - $268K
|
15.9K
$1.46M
|
|
|
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
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-250- 10.99% |
$20.8K - $22.7K
|
2.03K
$186K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
150+ 0.56% |
$12.5K - $13.6K
|
27K
$2.47M
|
|
|
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
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
86+ 0.46% |
$7.15K - $7.83K
|
18.7K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1+ 0.12% |
$83.2 - $91
|
814
$74.6K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
2.4KNew |
$200K - $219K
|
2.4K
$220K
|
|
|
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
$527K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-4.52K- 41.23% |
$376K - $411K
|
6.44K
$590K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-100- 2.48% |
$8.32K - $9.1K
|
3.93K
$360K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-125- 73.96% |
$10.4K - $11.4K
|
44
$4.03K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-21- 4.0% |
$1.75K - $1.91K
|
504
$46.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-7- 2.31% |
$582 - $637
|
296
$27.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
5New |
$416 - $455
|
5
$458
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
6.51KNew |
$541K - $592K
|
6.51K
$597K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-250- 7.35% |
$20.8K - $22.7K
|
3.15K
$289K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
442+ 4.67% |
$36.8K - $40.2K
|
9.91K
$909K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-303- 21.99% |
$25.2K - $27.6K
|
1.08K
$98.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
300+ 3.86% |
$25K - $27.3K
|
8.07K
$739K
|
|
|
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
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
7New |
$582 - $637
|
7
$642
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-55- 6.85% |
$4.58K - $5K
|
748
$68.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-3.47K- 54.72% |
$289K - $316K
|
2.87K
$263K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.26K- 10.49% |
$104K - $114K
|
10.7K
$981K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.54KNew |
$211K - $231K
|
2.54K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-427- 4.21% |
$35.5K - $38.9K
|
9.72K
$891K
|
|
|
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
$263K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$104K - $114K
|
1.25K
$115K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
16.2KNew |
$1.34M - $1.47M
|
16.2K
$1.48M
|