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 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-502- 17.99% |
$40.7K - $46.6K
|
2.29K
$201K
|
|
Q4 2023 | |||||||
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
23+ 2.78% |
$1.71K - $1.98K
|
850
$74.6K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-58- 93.55% |
$4.32K - $5K
|
4
$351
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.5KNew |
$335K - $388K
|
4.5K
$395K
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-239- 24.39% |
$17.8K - $20.6K
|
741
$65.1K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
100New |
$7.45K - $8.62K
|
100
$8.78K
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-14K- 80.11% |
$1.04M - $1.2M
|
3.47K
$305K
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
95+ 87.96% |
$7.07K - $8.19K
|
203
$17.8K
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.57KNew |
$489K - $566K
|
6.57K
$577K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
162New |
$12.1K - $14K
|
162
$14.2K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
41New |
$3.05K - $3.53K
|
41
$3.6K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
521New |
$38.8K - $44.9K
|
521
$45.8K
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
31.6KNew |
$2.35M - $2.72M
|
31.6K
$2.77M
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-632- 0.73% |
$47.1K - $54.5K
|
85.9K
$7.55M
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
9New |
$670 - $776
|
9
$790
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
40.2KNew |
$2.99M - $3.46M
|
40.2K
$3.53M
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.5KNew |
$186K - $216K
|
2.5K
$220K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
54.5KNew |
$4.06M - $4.7M
|
54.5K
$4.79M
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-7.9K- 43.57% |
$588K - $681K
|
10.2K
$898K
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
114New |
$8.49K - $9.83K
|
114
$10K
|
|
Feb 14, 2024
Q4 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
PUT |
-19.6K- 58.16% |
$1.46M - $1.69M
|
14.1K
$1.24M
|
|
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
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.37KNew |
$177K - $204K
|
2.37K
$208K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.82K+ 67.68% |
$136K - $157K
|
4.51K
$396K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
45+ 166.67% |
$3.35K - $3.88K
|
72
$6.32K
|
|
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
$8.78M
|
|
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
$248K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
442New |
$32.9K - $38.1K
|
442
$38.8K
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.54KNew |
$189K - $219K
|
2.54K
$223K
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.14KNew |
$457K - $529K
|
6.14K
$539K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
64.3KNew |
$4.79M - $5.55M
|
64.3K
$5.65M
|
|
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
$218K
|
|
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
$25K
|
|
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
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
13.6K+ 49.96% |
$1.01M - $1.17M
|
40.9K
$3.59M
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
PUT |
10KNew |
$745K - $862K
|
10K
$878K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.56K+ 105.63% |
$340K - $393K
|
8.88K
$780K
|
|
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
$1.49M
|