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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
6.47KNew |
$571K - $602K
|
6.47K
$593K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.08K+ 189.1% |
$95K - $100K
|
1.65K
$151K
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.97KNew |
$262K - $276K
|
2.97K
$272K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-15- 7.25% |
$1.32K - $1.4K
|
192
$17.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
11+ 0.39% |
$971 - $1.02K
|
2.86K
$262K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-184- 3.2% |
$16.2K - $17.1K
|
5.56K
$510K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.35KNew |
$120K - $126K
|
1.35K
$124K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-243- 4.05% |
$21.5K - $22.6K
|
5.76K
$528K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-244- 48.7% |
$21.5K - $22.7K
|
257
$23.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
219New |
$19.3K - $20.4K
|
219
$20.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-111- 45.31% |
$9.8K - $10.3K
|
134
$12.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
86.3KNew |
$7.62M - $8.04M
|
86.3K
$7.92M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
101+ 31.76% |
$8.92K - $9.4K
|
419
$38.4K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-151- 0.42% |
$13.3K - $14.1K
|
36.2K
$3.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.29KNew |
$202K - $213K
|
2.29K
$210K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-61- 30.65% |
$5.39K - $5.68K
|
138
$12.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
663New |
$58.5K - $61.7K
|
663
$60.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
242New |
$21.4K - $22.5K
|
242
$22.2K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
162+ 305.66% |
$14.3K - $15.1K
|
215
$19.7K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
107New |
$9.45K - $9.96K
|
107
$9.81K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.91K- 98.56% |
$155K - $178K
|
28
$2.57K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
49+ 326.67% |
$3.97K - $4.55K
|
64
$5.87K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
101New |
$8.18K - $9.38K
|
101
$9.26K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.02K- 9.78% |
$82.2K - $94.3K
|
9.37K
$859K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-20- 1.04% |
$1.62K - $1.86K
|
1.91K
$175K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3New |
$243 - $279
|
3
$275
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.3KNew |
$267K - $307K
|
3.3K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-15.8K- 74.11% |
$1.28M - $1.47M
|
5.52K
$506K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-26- 0.29% |
$2.11K - $2.42K
|
9.08K
$832K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-73.7K- 55.12% |
$5.97M - $6.85M
|
60K
$5.5M
|
|
|
May 15, 2024
Q1 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
57.9KNew |
$4.69M - $5.38M
|
57.9K
$5.31M
|
|
|
May 15, 2024
Q1 2024
|
Geo Sphere Capital Management, LLC
New York, NY |
BUY
|
PUT |
50KNew |
$4.05M - $4.64M
|
50K
$4.58M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.22KNew |
$180K - $206K
|
2.22K
$203K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
5KNew |
$405K - $464K
|
5K
$458K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-246- 1.0% |
$19.9K - $22.9K
|
24.2K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.29KNew |
$186K - $213K
|
2.29K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-7.1K- 27.79% |
$575K - $660K
|
18.4K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
PUT |
-500- 2.78% |
$40.5K - $46.4K
|
17.5K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
PUT |
3.3KNew |
$267K - $307K
|
3.3K
$303K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-138- 5.84% |
$11.2K - $12.8K
|
2.23K
$204K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
48.2K+ 19.9% |
$3.9M - $4.47M
|
290K
$26.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.33K+ 2.17% |
$108K - $124K
|
62.7K
$5.74M
|
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
CALL |
7KNew |
$567K - $650K
|
7K
$642K
|
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
6.66KNew |
$540K - $619K
|
6.66K
$611K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.2KNew |
$97.3K - $112K
|
1.2K
$110K
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
35.5KNew |
$2.88M - $3.3M
|
35.5K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-2.22K- 26.01% |
$180K - $206K
|
6.31K
$578K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-11.3K- 4.55% |
$916K - $1.05M
|
238K
$21.8M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.39KNew |
$193K - $222K
|
2.39K
$219K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
10.8KNew |
$873K - $1M
|
10.8K
$988K
|
|