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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
7New |
$567 - $650
|
7
$598
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.26KNew |
$183K - $210K
|
2.26K
$193K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.27K- 15.03% |
$103K - $118K
|
7.2K
$615K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
5+ 0.37% |
$405 - $464
|
1.37K
$117K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 6.17% |
$84.1K - $96.5K
|
17.9K
$1.53M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
6.11KNew |
$494K - $567K
|
6.11K
$522K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-84- 2.7% |
$6.8K - $7.8K
|
3.03K
$259K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-10- 3.19% |
$810 - $929
|
303
$25.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1K- 7.04% |
$81K - $92.9K
|
13.2K
$1.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-5.4K- 17.03% |
$437K - $502K
|
26.3K
$2.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.25KNew |
$182K - $209K
|
2.25K
$192K
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3.86KNew |
$313K - $359K
|
3.86K
$330K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.4KNew |
$194K - $223K
|
2.4K
$205K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-53- 4.58% |
$4.29K - $4.92K
|
1.1K
$94.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-45- 0.72% |
$3.64K - $4.18K
|
6.17K
$527K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-371- 9.4% |
$30K - $34.5K
|
3.58K
$306K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
345New |
$27.9K - $32K
|
345
$29.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-367- 42.97% |
$29.7K - $34.1K
|
487
$41.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
15.4KNew |
$1.24M - $1.43M
|
15.4K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
300New |
$24.3K - $27.9K
|
300
$25.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
150New |
$12.1K - $13.9K
|
150
$12.8K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-70- 48.28% |
$5.67K - $6.5K
|
75
$6.41K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.59KNew |
$209K - $240K
|
2.59K
$221K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
100New |
$8.1K - $9.29K
|
100
$8.55K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-502- 17.99% |
$40.7K - $46.6K
|
2.29K
$196K
|
|
| Q4 2023 | |||||||
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
23+ 2.78% |
$1.71K - $1.98K
|
850
$72.6K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-58- 93.55% |
$4.32K - $5K
|
4
$342
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3.86KNew |
$287K - $332K
|
3.86K
$329K
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.5KNew |
$335K - $388K
|
4.5K
$385K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-239- 24.39% |
$17.8K - $20.6K
|
741
$63.3K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.97KClosed |
$147K - $170K
|
0
$0
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
100New |
$7.45K - $8.62K
|
100
$8.55K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-14K- 80.11% |
$1.04M - $1.2M
|
3.47K
$296K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
95+ 87.96% |
$7.07K - $8.19K
|
203
$17.3K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.57KNew |
$489K - $566K
|
6.57K
$561K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
162New |
$12.1K - $14K
|
162
$13.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
41New |
$3.05K - $3.53K
|
41
$3.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
521New |
$38.8K - $44.9K
|
521
$44.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
31.6KNew |
$2.35M - $2.72M
|
31.6K
$2.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-632- 0.73% |
$47.1K - $54.5K
|
85.9K
$7.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3.88KNew |
$289K - $334K
|
3.88K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
9New |
$670 - $776
|
9
$769
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
40.2KNew |
$2.99M - $3.46M
|
40.2K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.5KNew |
$186K - $216K
|
2.5K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
54.5KNew |
$4.06M - $4.7M
|
54.5K
$4.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-7.9K- 43.57% |
$588K - $681K
|
10.2K
$874K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
114New |
$8.49K - $9.83K
|
114
$9.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
600+ 9.39% |
$44.7K - $51.7K
|
6.99K
$597K
|
|
|
Feb 14, 2024
Q4 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
PUT |
-19.6K- 58.16% |
$1.46M - $1.69M
|
14.1K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.89KNew |
$438K - $508K
|
5.89K
$503K
|
|