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, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-146KClosed |
$11.4M - $12.6M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.48K+ 62050.0% |
$193K - $213K
|
2.49K
$212K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
18New |
$1.4K - $1.54K
|
18
$1.54K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
6.01KNew |
$468K - $515K
|
6.01K
$513K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.5K- 84.41% |
$273K - $300K
|
647
$55.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
17New |
$1.32K - $1.46K
|
17
$1.45K
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-800- 6.78% |
$62.3K - $68.6K
|
11K
$940K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-125- 3.11% |
$9.73K - $10.7K
|
3.89K
$332K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
36.8KNew |
$2.86M - $3.15M
|
36.8K
$3.14M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
15.8K+ 27.25% |
$1.23M - $1.36M
|
73.9K
$6.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-467- 7.82% |
$36.4K - $40K
|
5.5K
$470K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-375- 4.36% |
$29.2K - $32.1K
|
8.22K
$703K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
300New |
$23.4K - $25.7K
|
300
$25.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
61New |
$4.75K - $5.23K
|
61
$5.21K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.55K- 26.59% |
$121K - $133K
|
4.28K
$365K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.08KNew |
$551K - $607K
|
7.08K
$605K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$1.06M - $1.17M
|
13.7K
$1.17M
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-107- 1.31% |
$8.33K - $9.17K
|
8.06K
$688K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
82New |
$6.38K - $7.03K
|
82
$7.01K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-9.19K- 77.4% |
$716K - $788K
|
2.68K
$229K
|
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
60New |
$4.67K - $5.14K
|
60
$5.13K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.07K- 26.11% |
$161K - $177K
|
5.86K
$500K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1- 0.02% |
$77.8 - $85.7
|
5.3K
$453K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
57New |
$4.44K - $4.89K
|
57
$4.87K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
100New |
$7.78K - $8.57K
|
100
$8.55K
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
489+ 1.26% |
$38.1K - $41.9K
|
39.3K
$3.36M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
92New |
$7.16K - $7.89K
|
92
$7.86K
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-38K- 52.95% |
$2.96M - $3.25M
|
33.7K
$2.88M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
326New |
$25.4K - $27.9K
|
326
$27.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
35.6KNew |
$2.77M - $3.05M
|
35.6K
$3.04M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-10- 76.92% |
$778 - $857
|
3
$256
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-277- 9.56% |
$21.6K - $23.7K
|
2.62K
$224K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
226+ 2.13% |
$17.6K - $19.4K
|
10.9K
$927K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.45KNew |
$269K - $296K
|
3.45K
$295K
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
10.1KNew |
$788K - $868K
|
10.1K
$865K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-59- 8.74% |
$4.59K - $5.06K
|
616
$52.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
48New |
$3.74K - $4.11K
|
48
$4.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
45New |
$3.5K - $3.86K
|
45
$3.85K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-350- 81.21% |
$27.2K - $30K
|
81
$6.92K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1.14KNew |
$88.4K - $97.4K
|
1.14K
$97.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
BUY
|
- |
3.82KNew |
$297K - $327K
|
3.82K
$326K
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
518+ 11.77% |
$40.3K - $44.4K
|
4.92K
$420K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-31- 23.66% |
$2.41K - $2.66K
|
100
$8.55K
|
|
| Q2 2023 | |||||||
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
36+ 1.0% |
$2.7K - $2.98K
|
3.64K
$311K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.32K+ 6580.0% |
$98.7K - $109K
|
1.34K
$114K
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.59KClosed |
$194K - $214K
|
0
$0
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-7Closed |
$525 - $580
|
0
$0
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-3.79KClosed |
$284K - $314K
|
0
$0
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
14New |
$1.05K - $1.16K
|
14
$1.2K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
581New |
$43.6K - $48.1K
|
581
$49.6K
|
|