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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.07KNew |
$410K - $471K
|
5.07K
$465K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
61+ 1.72% |
$4.94K - $5.67K
|
3.62K
$332K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.53K+ 12.15% |
$529K - $606K
|
60.3K
$5.52M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
33New |
$2.67K - $3.07K
|
33
$3.03K
|
|
|
May 08, 2024
Q1 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
30.3KNew |
$2.45M - $2.81M
|
30.3K
$2.78M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.3KNew |
$186K - $213K
|
2.3K
$210K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-2.7K- 95.92% |
$219K - $251K
|
115
$10.5K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.86K+ 77.77% |
$313K - $359K
|
8.83K
$810K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
45+ 0.51% |
$3.64K - $4.18K
|
8.91K
$817K
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.49KNew |
$282K - $324K
|
3.49K
$320K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
538+ 1.62% |
$43.6K - $50K
|
33.7K
$3.09M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-358- 10.64% |
$29K - $33.3K
|
3.01K
$276K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
500New |
$40.5K - $46.4K
|
500
$45.8K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
102K+ 68.25% |
$8.23M - $9.44M
|
250K
$23M
|
|
|
Apr 30, 2024
Q1 2024
|
Marks Wealth, LLC
|
BUY
|
- |
37.5K+ 33.43% |
$3.04M - $3.48M
|
150K
$13.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.09KNew |
$736K - $845K
|
9.09K
$834K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-44- 50.0% |
$3.56K - $4.09K
|
44
$4.03K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
688New |
$55.7K - $63.9K
|
688
$63.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
7New |
$567 - $650
|
7
$642
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.26KNew |
$183K - $210K
|
2.26K
$207K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.27K- 15.03% |
$103K - $118K
|
7.2K
$660K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 6.17% |
$84.1K - $96.5K
|
17.9K
$1.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
6.11KNew |
$494K - $567K
|
6.11K
$560K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-84- 2.7% |
$6.8K - $7.8K
|
3.03K
$278K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1K- 7.04% |
$81K - $92.9K
|
13.2K
$1.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-5.4K- 17.03% |
$437K - $502K
|
26.3K
$2.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.25KNew |
$182K - $209K
|
2.25K
$206K
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3.86KNew |
$313K - $359K
|
3.86K
$354K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.4KNew |
$194K - $223K
|
2.4K
$220K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-53- 4.58% |
$4.29K - $4.92K
|
1.1K
$101K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-371- 9.4% |
$30K - $34.5K
|
3.58K
$328K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
345New |
$27.9K - $32K
|
345
$31.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
15.4KNew |
$1.24M - $1.43M
|
15.4K
$1.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
150New |
$12.1K - $13.9K
|
150
$13.8K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.59KNew |
$209K - $240K
|
2.59K
$237K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
100New |
$8.1K - $9.29K
|
100
$9.17K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-502- 17.99% |
$40.7K - $46.6K
|
2.29K
$210K
|
|
| Q4 2023 | |||||||
|
May 07, 2025
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
40.2KNew |
$2.99M - $3.46M
|
40.2K
$3.68M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-58- 93.55% |
$4.32K - $5K
|
4
$367
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.5KNew |
$335K - $388K
|
4.5K
$413K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
100New |
$7.45K - $8.62K
|
100
$9.17K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-14K- 80.11% |
$1.04M - $1.2M
|
3.47K
$318K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
95+ 87.96% |
$7.07K - $8.19K
|
203
$18.6K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
162New |
$12.1K - $14K
|
162
$14.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
41New |
$3.05K - $3.53K
|
41
$3.76K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
521New |
$38.8K - $44.9K
|
521
$47.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
31.6KNew |
$2.35M - $2.72M
|
31.6K
$2.89M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-632- 0.73% |
$47.1K - $54.5K
|
85.9K
$7.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
9New |
$670 - $776
|
9
$825
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.5KNew |
$186K - $216K
|
2.5K
$229K
|
|