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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-140K- 97.39% |
$12.2M - $13.6M
|
3.75K
$344K
|
|
|
Nov 13, 2024
Q3 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
2.17KNew |
$188K - $210K
|
2.17K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-280- 9.9% |
$24.3K - $27.2K
|
2.55K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.63KNew |
$229K - $256K
|
2.63K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.81K- 41.47% |
$157K - $176K
|
2.55K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.99K- 84.9% |
$173K - $193K
|
354
$32.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6+ 0.11% |
$522 - $583
|
5.5K
$504K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-106- 3.89% |
$9.22K - $10.3K
|
2.62K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-377- 2.49% |
$32.8K - $36.6K
|
14.8K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-127K- 55.06% |
$11M - $12.3M
|
104K
$9.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
146KNew |
$12.7M - $14.2M
|
146K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
228New |
$19.8K - $22.1K
|
228
$20.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5+ 0.06% |
$435 - $485
|
7.99K
$733K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.82KNew |
$245K - $273K
|
2.82K
$258K
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
SELL
|
- |
-400K- 21.05% |
$34.8M - $38.8M
|
1.5M
$138M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
45New |
$3.91K - $4.37K
|
45
$4.13K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
PUT |
2KNew |
$174K - $194K
|
2K
$183K
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-90- 37.5% |
$7.83K - $8.74K
|
150
$13.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
6.32K+ 14.06% |
$549K - $614K
|
51.3K
$4.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-559- 1.12% |
$48.6K - $54.3K
|
49.2K
$4.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2+ 0.07% |
$174 - $194
|
2.72K
$249K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
13+ 22.41% |
$1.13K - $1.26K
|
71
$6.51K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-13.3K- 74.58% |
$1.16M - $1.29M
|
4.54K
$416K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-4.11K- 53.3% |
$357K - $399K
|
3.6K
$330K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
SELL
|
- |
-51.1K- 95.18% |
$4.45M - $4.97M
|
2.59K
$237K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.2KNew |
$191K - $213K
|
2.2K
$201K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-116- 34.42% |
$10.1K - $11.3K
|
221
$20.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.71K- 99.42% |
$149K - $166K
|
10
$917
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
30New |
$2.61K - $2.91K
|
30
$2.75K
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-954- 0.6% |
$83K - $92.6K
|
159K
$14.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.1KNew |
$95.6K - $107K
|
1.1K
$101K
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
13.4K+ 28.47% |
$1.16M - $1.3M
|
60.2K
$5.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-21- 11.86% |
$1.83K - $2.04K
|
156
$14.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
55+ 2.48% |
$4.78K - $5.34K
|
2.28K
$209K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.15KNew |
$187K - $209K
|
2.15K
$197K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-3.56K- 11.45% |
$309K - $345K
|
27.5K
$2.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.36K+ 10.61% |
$292K - $326K
|
35K
$3.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
44.2KNew |
$3.84M - $4.29M
|
44.2K
$4.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3.71KNew |
$322K - $360K
|
3.71K
$340K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-19- 2.0% |
$1.65K - $1.84K
|
932
$85.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
68New |
$5.91K - $6.6K
|
68
$6.23K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
24New |
$2.09K - $2.33K
|
24
$2.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5New |
$435 - $485
|
5
$458
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
2.26KNew |
$196K - $219K
|
2.26K
$207K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
87+ 0.32% |
$7.56K - $8.45K
|
26.9K
$2.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.2K- 6.08% |
$1.4M - $1.57M
|
250K
$22.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-34.3K- 13.09% |
$2.98M - $3.33M
|
228K
$20.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
7New |
$609 - $680
|
7
$642
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
12.9KNew |
$1.12M - $1.26M
|
12.9K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.62KNew |
$227K - $254K
|
2.62K
$240K
|