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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
81New |
$6.79K - $7.9K
|
81
$7.43K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
9New |
$754 - $878
|
9
$825
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
265New |
$22.2K - $25.9K
|
265
$24.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2- 0.48% |
$168 - $195
|
412
$37.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-4.95KClosed |
$415K - $483K
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
252New |
$21.1K - $24.6K
|
252
$23.1K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.01KNew |
$252K - $294K
|
3.01K
$276K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-533- 14.28% |
$44.7K - $52K
|
3.2K
$293K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
38New |
$3.18K - $3.71K
|
38
$3.48K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
3.43K+ 9.28% |
$287K - $335K
|
40.4K
$3.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
SELL
|
- |
-985- 21.52% |
$82.5K - $96.1K
|
3.59K
$329K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
14.1KNew |
$1.18M - $1.37M
|
14.1K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-96- 3.4% |
$8.04K - $9.37K
|
2.73K
$250K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.04K- 3.67% |
$87.2K - $101K
|
27.3K
$2.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.44KNew |
$205K - $238K
|
2.44K
$224K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.2K+ 6.52% |
$185K - $215K
|
36K
$3.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-125- 2.31% |
$10.5K - $12.2K
|
5.3K
$486K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
59New |
$4.94K - $5.76K
|
59
$5.41K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-123- 1.56% |
$10.3K - $12K
|
7.78K
$713K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
260+ 6.68% |
$21.8K - $25.4K
|
4.15K
$380K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
1.55KNew |
$130K - $151K
|
1.55K
$142K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
9.51KNew |
$797K - $928K
|
9.51K
$872K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
951+ 24.66% |
$79.7K - $92.8K
|
4.81K
$441K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.08KNew |
$258K - $301K
|
3.08K
$282K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.55K+ 5.98% |
$130K - $151K
|
27.5K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.87KNew |
$240K - $280K
|
2.87K
$263K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-173- 5.1% |
$14.5K - $16.9K
|
3.22K
$295K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
740+ 31.83% |
$62K - $72.2K
|
3.07K
$281K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
315+ 11.71% |
$26.4K - $30.7K
|
3.01K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
27.8KNew |
$2.33M - $2.71M
|
27.8K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-24.1K- 99.28% |
$2.02M - $2.35M
|
176
$16.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-8- 2.84% |
$670 - $781
|
274
$25.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.7K- 13.18% |
$143K - $166K
|
11.2K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
8.65KNew |
$725K - $844K
|
8.65K
$793K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
398+ 11.74% |
$33.4K - $38.8K
|
3.79K
$347K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
114K+ 220.82% |
$9.54M - $11.1M
|
165K
$15.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1K+ 4.66% |
$84.1K - $97.9K
|
22.5K
$2.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.33KNew |
$111K - $130K
|
1.33K
$122K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 14.29% |
$4.19K - $4.88K
|
300
$27.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
135New |
$11.3K - $13.2K
|
135
$12.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
15.4KNew |
$1.29M - $1.5M
|
15.4K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
1+ 2.44% |
$83.8 - $97.6
|
42
$3.85K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-4.08K- 49.8% |
$342K - $398K
|
4.12K
$377K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
50+ 66.67% |
$4.19K - $4.88K
|
125
$11.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-21.4K- 73.18% |
$1.79M - $2.09M
|
7.85K
$719K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-8.16K- 72.56% |
$683K - $796K
|
3.09K
$283K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-93- 30.49% |
$7.79K - $9.07K
|
212
$19.4K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-712- 17.07% |
$59.7K - $69.5K
|
3.46K
$317K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
52+ 17.93% |
$4.36K - $5.07K
|
342
$31.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
966+ 15.11% |
$81K - $94.3K
|
7.36K
$675K
|