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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12New |
$894 - $1.03K
|
12
$1.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
12+ 0.65% |
$894 - $1.03K
|
1.87K
$171K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
11.5KNew |
$859K - $994K
|
11.5K
$1.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-16- 51.61% |
$1.19K - $1.38K
|
15
$1.38K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-625- 16.72% |
$46.5K - $53.9K
|
3.11K
$285K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
20New |
$1.49K - $1.72K
|
20
$1.83K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-25- 8.93% |
$1.86K - $2.16K
|
255
$23.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-200- 40.0% |
$14.9K - $17.2K
|
300
$27.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
119KNew |
$8.86M - $10.3M
|
119K
$10.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-42- 1.25% |
$3.13K - $3.62K
|
3.32K
$304K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-57- 1.96% |
$4.24K - $4.91K
|
2.85K
$261K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.4KNew |
$179K - $207K
|
2.4K
$220K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.41KNew |
$328K - $380K
|
4.41K
$404K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
270+ 2.9% |
$20.1K - $23.3K
|
9.58K
$878K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
82+ 136.67% |
$6.11K - $7.07K
|
142
$13K
|
|
| Q3 2023 | |||||||
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-132Closed |
$10.3K - $11.3K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
156KNew |
$12.1M - $13.3M
|
156K
$14.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
50New |
$3.89K - $4.29K
|
50
$4.58K
|
|
|
Nov 14, 2023
Q3 2023
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-2.2K- 2.32% |
$171K - $189K
|
92.5K
$8.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.03K+ 24.59% |
$79.8K - $87.9K
|
5.19K
$476K
|
|
|
Nov 14, 2023
Q3 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
5.18KNew |
$403K - $444K
|
5.18K
$475K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
10+ 4.57% |
$778 - $857
|
229
$21K
|
|
|
Nov 14, 2023
Q3 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
4.8KNew |
$374K - $411K
|
4.8K
$440K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
126KNew |
$9.78M - $10.8M
|
126K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.82% |
$77.8 - $85.7
|
56
$5.13K
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
3.7KNew |
$288K - $317K
|
3.7K
$339K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
50+ 10.14% |
$3.89K - $4.29K
|
543
$49.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.8KNew |
$996K - $1.1M
|
12.8K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
656New |
$51.1K - $56.2K
|
656
$60.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-650- 36.91% |
$50.6K - $55.7K
|
1.11K
$102K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
563+ 4.92% |
$43.8K - $48.3K
|
12K
$1.1M
|
|
|
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
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
18New |
$1.4K - $1.54K
|
18
$1.65K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
17New |
$1.32K - $1.46K
|
17
$1.56K
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-800- 6.78% |
$62.3K - $68.6K
|
11K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
36.8KNew |
$2.86M - $3.15M
|
36.8K
$3.37M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
15.8K+ 27.25% |
$1.23M - $1.36M
|
73.9K
$6.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-467- 7.82% |
$36.4K - $40K
|
5.5K
$505K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
300New |
$23.4K - $25.7K
|
300
$27.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
61New |
$4.75K - $5.23K
|
61
$5.59K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.55K- 26.59% |
$121K - $133K
|
4.28K
$392K
|
|
|
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
$649K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$1.06M - $1.17M
|
13.7K
$1.25M
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-107- 1.31% |
$8.33K - $9.17K
|
8.06K
$738K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
82New |
$6.38K - $7.03K
|
82
$7.52K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-9.19K- 77.4% |
$716K - $788K
|
2.68K
$246K
|
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
60New |
$4.67K - $5.14K
|
60
$5.5K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.07K- 26.11% |
$161K - $177K
|
5.86K
$537K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1- 0.02% |
$77.8 - $85.7
|
5.3K
$486K
|
|