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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
183New |
$16.2K - $17K
|
183
$15.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.35KNew |
$120K - $126K
|
1.35K
$116K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-245- 3.48% |
$21.6K - $22.8K
|
6.8K
$581K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
5+ 1.02% |
$441 - $465
|
494
$42.2K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
55New |
$4.86K - $5.12K
|
55
$4.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-243- 4.05% |
$21.5K - $22.6K
|
5.76K
$492K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-244- 48.7% |
$21.5K - $22.7K
|
257
$22K
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.24K+ 91.03% |
$198K - $209K
|
4.71K
$402K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
219New |
$19.3K - $20.4K
|
219
$18.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-111- 45.31% |
$9.8K - $10.3K
|
134
$11.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
86.3KNew |
$7.62M - $8.04M
|
86.3K
$7.38M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
101+ 31.76% |
$8.92K - $9.4K
|
419
$35.8K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-151- 0.42% |
$13.3K - $14.1K
|
36.2K
$3.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.29KNew |
$202K - $213K
|
2.29K
$196K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
32New |
$2.82K - $2.98K
|
32
$2.73K
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-299- 5.23% |
$26.4K - $27.8K
|
5.42K
$463K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-80- 5.49% |
$7.06K - $7.44K
|
1.38K
$118K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
150New |
$13.2K - $14K
|
150
$12.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.01K- 90.99% |
$89.2K - $94K
|
100
$8.55K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-61- 30.65% |
$5.39K - $5.68K
|
138
$11.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-100- 25.64% |
$8.83K - $9.31K
|
290
$24.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
663New |
$58.5K - $61.7K
|
663
$56.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
242New |
$21.4K - $22.5K
|
242
$20.7K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
162+ 305.66% |
$14.3K - $15.1K
|
215
$18.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
107New |
$9.45K - $9.96K
|
107
$9.14K
|
|
| Q1 2024 | |||||||
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.22KNew |
$180K - $206K
|
2.22K
$190K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
101New |
$8.18K - $9.38K
|
101
$8.63K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
47+ 42.34% |
$3.81K - $4.37K
|
158
$13.5K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.02K- 9.78% |
$82.2K - $94.3K
|
9.37K
$800K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-100- 14.29% |
$8.1K - $9.29K
|
600
$51.3K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-20- 1.04% |
$1.62K - $1.86K
|
1.91K
$163K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.43KNew |
$197K - $226K
|
2.43K
$208K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3New |
$243 - $279
|
3
$256
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
56.4K+ 383.67% |
$4.57M - $5.24M
|
71.1K
$6.08M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.3KNew |
$267K - $307K
|
3.3K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-15.8K- 74.11% |
$1.28M - $1.47M
|
5.52K
$472K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
CALL |
250KNew |
$20.2M - $23.2M
|
250K
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
126KNew |
$10.2M - $11.7M
|
126K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.1KNew |
$1.71M - $1.96M
|
21.1K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-26- 0.29% |
$2.11K - $2.42K
|
9.08K
$776K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-73.7K- 55.12% |
$5.97M - $6.85M
|
60K
$5.13M
|
|
|
May 15, 2024
Q1 2024
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-1.64K- 44.93% |
$133K - $153K
|
2.01K
$172K
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
12.7K+ 25.18% |
$1.03M - $1.18M
|
63.3K
$5.41M
|
|
|
May 15, 2024
Q1 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
57.9KNew |
$4.69M - $5.38M
|
57.9K
$4.95M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
400+ 25.0% |
$32.4K - $37.2K
|
2K
$171K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.54KNew |
$206K - $236K
|
2.54K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Geo Sphere Capital Management, LLC
New York, NY |
BUY
|
PUT |
50KNew |
$4.05M - $4.64M
|
50K
$4.27M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.22KNew |
$180K - $206K
|
2.22K
$190K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-84- 8.11% |
$6.8K - $7.8K
|
952
$81.3K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
5KNew |
$405K - $464K
|
5K
$427K
|
|