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, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-3.93K- 24.14% |
$318K - $365K
|
12.4K
$1.09M
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
22+ 5.14% |
$1.78K - $2.04K
|
450
$39.6K
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
46+ 7.54% |
$3.73K - $4.27K
|
656
$57.7K
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-246- 1.0% |
$19.9K - $22.9K
|
24.2K
$2.13M
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.29KNew |
$186K - $213K
|
2.29K
$201K
|
|
May 14, 2024
Q1 2024
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-7.1K- 27.79% |
$575K - $660K
|
18.4K
$1.62M
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
PUT |
-500- 2.78% |
$40.5K - $46.4K
|
17.5K
$1.54M
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
PUT |
3.3KNew |
$267K - $307K
|
3.3K
$290K
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-138- 5.84% |
$11.2K - $12.8K
|
2.23K
$196K
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
44.7KNew |
$3.62M - $4.15M
|
44.7K
$3.93M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
48.2K+ 19.9% |
$3.9M - $4.47M
|
290K
$25.5M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.33K+ 2.17% |
$108K - $124K
|
62.7K
$5.51M
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
CALL |
7KNew |
$567K - $650K
|
7K
$616K
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
6.66KNew |
$540K - $619K
|
6.66K
$586K
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.35KNew |
$191K - $219K
|
2.35K
$207K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.2KNew |
$97.3K - $112K
|
1.2K
$106K
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
35.5KNew |
$2.88M - $3.3M
|
35.5K
$3.12M
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-2.22K- 26.01% |
$180K - $206K
|
6.31K
$555K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-11.3K- 4.55% |
$916K - $1.05M
|
238K
$20.9M
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.39KNew |
$193K - $222K
|
2.39K
$210K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-75- 0.97% |
$6.07K - $6.97K
|
7.62K
$670K
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
10.8KNew |
$873K - $1M
|
10.8K
$948K
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.07KNew |
$410K - $471K
|
5.07K
$446K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
61+ 1.72% |
$4.94K - $5.67K
|
3.62K
$318K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.53K+ 12.15% |
$529K - $606K
|
60.3K
$5.3M
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.95KNew |
$401K - $460K
|
4.95K
$435K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
33New |
$2.67K - $3.07K
|
33
$2.9K
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5.72K- 45.77% |
$463K - $531K
|
6.77K
$595K
|
|
May 08, 2024
Q1 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
30.3KNew |
$2.45M - $2.81M
|
30.3K
$2.66M
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-360- 12.29% |
$29.2K - $33.4K
|
2.57K
$226K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.3KNew |
$186K - $213K
|
2.3K
$202K
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-75- 3.19% |
$6.07K - $6.97K
|
2.28K
$200K
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-2.7K- 95.92% |
$219K - $251K
|
115
$10.1K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.86K+ 77.77% |
$313K - $359K
|
8.83K
$777K
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
45+ 0.51% |
$3.64K - $4.18K
|
8.91K
$783K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-566- 73.79% |
$45.8K - $52.6K
|
201
$17.7K
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.49KNew |
$282K - $324K
|
3.49K
$307K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
538+ 1.62% |
$43.6K - $50K
|
33.7K
$2.96M
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-296- 52.76% |
$24K - $27.5K
|
265
$23.3K
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-55- 19.37% |
$4.45K - $5.11K
|
229
$20.1K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.89K+ 312.1% |
$234K - $268K
|
3.82K
$336K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-358- 10.64% |
$29K - $33.3K
|
3.01K
$264K
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
500New |
$40.5K - $46.4K
|
500
$44K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
180+ 11.78% |
$14.6K - $16.7K
|
1.71K
$150K
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
102K+ 68.25% |
$8.23M - $9.44M
|
250K
$22M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
55New |
$4.45K - $5.11K
|
55
$4.84K
|
|
Apr 30, 2024
Q1 2024
|
Marks Wealth, LLC
|
BUY
|
- |
37.5K+ 33.43% |
$3.04M - $3.48M
|
150K
$13.2M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.09KNew |
$736K - $845K
|
9.09K
$800K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-44- 50.0% |
$3.56K - $4.09K
|
44
$3.87K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
688New |
$55.7K - $63.9K
|
688
$60.5K
|