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 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
209+ 243.02% |
$15.6K - $18K
|
295
$25.9K
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-7.31K- 59.91% |
$544K - $630K
|
4.89K
$430K
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-6.54K- 44.26% |
$487K - $564K
|
8.23K
$724K
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.37KNew |
$177K - $204K
|
2.37K
$209K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.82K+ 67.68% |
$136K - $157K
|
4.51K
$397K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
45+ 166.67% |
$3.35K - $3.88K
|
72
$6.33K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
154New |
$11.5K - $13.3K
|
154
$13.5K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-189- 32.31% |
$14.1K - $16.3K
|
396
$34.8K
|
|
Feb 14, 2024
Q4 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
100KNew |
$7.45M - $8.62M
|
100K
$8.8M
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-5.89K- 85.45% |
$439K - $508K
|
1K
$88.2K
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
29.6KNew |
$2.2M - $2.55M
|
29.6K
$2.6M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
5.54K+ 83.46% |
$412K - $477K
|
12.2K
$1.07M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
2.5K+ 24.04% |
$186K - $216K
|
12.9K
$1.13M
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2.83KNew |
$210K - $244K
|
2.83K
$249K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
442New |
$32.9K - $38.1K
|
442
$38.9K
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.54KNew |
$189K - $219K
|
2.54K
$224K
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.14KNew |
$457K - $529K
|
6.14K
$540K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
64.3KNew |
$4.79M - $5.55M
|
64.3K
$5.66M
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
64+ 0.2% |
$4.77K - $5.52K
|
32.4K
$2.85M
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
175New |
$13K - $15.1K
|
175
$15.4K
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.49KNew |
$185K - $214K
|
2.49K
$219K
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
521New |
$38.8K - $44.9K
|
521
$45.8K
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
285New |
$21.2K - $24.6K
|
285
$25.1K
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.15K- 3.1% |
$234K - $271K
|
98.3K
$8.65M
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-4.99K- 13.45% |
$371K - $430K
|
32.1K
$2.82M
|
|
Feb 12, 2024
Q4 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
4.1KNew |
$305K - $353K
|
4.1K
$360K
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-377- 7.62% |
$28.1K - $32.5K
|
4.57K
$402K
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
13.6K+ 49.96% |
$1.01M - $1.17M
|
40.9K
$3.6M
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
PUT |
10KNew |
$745K - $862K
|
10K
$880K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.56K+ 105.63% |
$340K - $393K
|
8.88K
$781K
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
116New |
$8.64K - $10K
|
116
$10.2K
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.32KNew |
$247K - $286K
|
3.32K
$292K
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.34K- 84.41% |
$99.6K - $115K
|
247
$21.7K
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.41K+ 16.47% |
$179K - $207K
|
17K
$1.5M
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.82K- 43.6% |
$135K - $157K
|
2.35K
$207K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10New |
$745 - $862
|
10
$880
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-200- 5.12% |
$14.9K - $17.2K
|
3.71K
$326K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.2KNew |
$89.1K - $103K
|
1.2K
$105K
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-200- 20.0% |
$14.9K - $17.2K
|
800
$70.4K
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
6.84K+ 61.59% |
$510K - $590K
|
18K
$1.58M
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
13+ 0.08% |
$968 - $1.12K
|
16.1K
$1.42M
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
8New |
$596 - $690
|
8
$704
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
17New |
$1.27K - $1.47K
|
17
$1.5K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
50New |
$3.72K - $4.31K
|
50
$4.4K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.51KNew |
$187K - $217K
|
2.51K
$221K
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
13.7KNew |
$1.02M - $1.18M
|
13.7K
$1.21M
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.99KNew |
$297K - $344K
|
3.99K
$351K
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-375- 8.83% |
$27.9K - $32.3K
|
3.87K
$341K
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
5.6K+ 15.63% |
$417K - $482K
|
41.4K
$3.64M
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-90- 1.15% |
$6.7K - $7.76K
|
7.73K
$679K
|