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 |
|---|---|---|---|---|---|---|---|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
3.81KNew |
$286K - $315K
|
3.81K
$335K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-439- 62.8% |
$32.9K - $36.4K
|
260
$22.9K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3.06K+ 33.51% |
$230K - $254K
|
12.2K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.69KNew |
$202K - $223K
|
2.69K
$236K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8New |
$600 - $663
|
8
$704
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.5KNew |
$188K - $207K
|
2.5K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
489+ 28.04% |
$36.7K - $40.5K
|
2.23K
$196K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
PUT |
6KNew |
$450K - $497K
|
6K
$528K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
3.75K+ 24.14% |
$282K - $311K
|
19.3K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
14.5KNew |
$1.08M - $1.2M
|
14.5K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
3.5KNew |
$263K - $290K
|
3.5K
$308K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
1New |
$75 - $82.9
|
1
$88
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
43+ 1.58% |
$3.23K - $3.56K
|
2.77K
$244K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.43KNew |
$182K - $201K
|
2.43K
$214K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
40New |
$3K - $3.31K
|
40
$3.52K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-135- 8.84% |
$10.1K - $11.2K
|
1.39K
$122K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
6.66KNew |
$500K - $552K
|
6.66K
$586K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.96KNew |
$222K - $245K
|
2.96K
$260K
|
|
|
Aug 08, 2023
Q2 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
267KNew |
$20M - $22.1M
|
267K
$23.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.67KNew |
$200K - $221K
|
2.67K
$234K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.86K- 66.27% |
$140K - $154K
|
947
$83.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-5- 0.65% |
$375 - $414
|
767
$67.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
2.44KNew |
$183K - $202K
|
2.44K
$215K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-3.35K- 51.23% |
$251K - $278K
|
3.19K
$280K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.64KNew |
$198K - $219K
|
2.64K
$232K
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
39.1KNew |
$2.93M - $3.24M
|
39.1K
$3.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
210+ 2.45% |
$15.8K - $17.4K
|
8.78K
$772K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-65- 16.17% |
$4.88K - $5.39K
|
337
$29.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2.44KNew |
$183K - $203K
|
2.44K
$215K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-34- 3.29% |
$2.55K - $2.82K
|
1K
$88K
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-858- 3.0% |
$64.4K - $71.1K
|
27.7K
$2.44M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-88- 0.49% |
$6.6K - $7.29K
|
17.8K
$1.56M
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
767+ 7.99% |
$57.5K - $63.6K
|
10.4K
$912K
|
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.24K- 9.46% |
$168K - $186K
|
21.5K
$1.89M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 13.51% |
$83.6K - $92.4K
|
7.14K
$628K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.87KNew |
$365K - $404K
|
4.87K
$428K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
4.87KNew |
$365K - $404K
|
4.87K
$428K
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-13.9K- 26.02% |
$1.04M - $1.15M
|
39.4K
$3.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
186KNew |
$13.9M - $15.4M
|
186K
$16.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
13.1KNew |
$985K - $1.09M
|
13.1K
$1.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-129- 52.23% |
$9.68K - $10.7K
|
118
$10.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-859- 7.67% |
$64.4K - $71.2K
|
10.3K
$909K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-143- 5.41% |
$10.7K - $11.9K
|
2.5K
$220K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-100- 3.94% |
$7.5K - $8.29K
|
2.44K
$215K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-554- 10.67% |
$41.6K - $45.9K
|
4.64K
$408K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
255New |
$19.1K - $21.1K
|
255
$22.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
265New |
$19.9K - $22K
|
265
$23.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
155+ 5.98% |
$11.6K - $12.8K
|
2.75K
$242K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-23- 12.92% |
$1.73K - $1.91K
|
155
$13.6K
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
139KNew |
$10.4M - $11.5M
|
139K
$12.2M
|