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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-6.25K- 58.86% |
$426K - $524K
|
4.37K
$373K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.13K- 38.15% |
$213K - $262K
|
5.07K
$433K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
227New |
$15.5K - $19K
|
227
$19.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-462K- 99.21% |
$31.5M - $38.7M
|
3.66K
$313K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 16.67% |
$3.41K - $4.19K
|
350
$29.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
84.9KNew |
$5.79M - $7.11M
|
84.9K
$7.26M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-132- 29.86% |
$9K - $11.1K
|
310
$26.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.6K- 55.94% |
$314K - $386K
|
3.63K
$310K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
6.88KNew |
$469K - $576K
|
6.88K
$588K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
216New |
$14.7K - $18.1K
|
216
$18.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
303New |
$20.7K - $25.4K
|
303
$25.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2- 40.0% |
$136 - $168
|
3
$256
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
5.13KNew |
$350K - $430K
|
5.13K
$439K
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
258KNew |
$17.6M - $21.6M
|
258K
$22.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
4.04KNew |
$275K - $338K
|
4.04K
$345K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.79KNew |
$258K - $317K
|
3.79K
$324K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
1.83KNew |
$125K - $154K
|
1.83K
$157K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.3% |
$68.2 - $83.8
|
78
$6.67K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-767- 7.13% |
$52.3K - $64.2K
|
9.99K
$854K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.28K- 48.72% |
$224K - $275K
|
3.45K
$295K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
20+ 100.0% |
$1.36K - $1.68K
|
40
$3.42K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
61New |
$4.16K - $5.11K
|
61
$5.21K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
99New |
$6.75K - $8.29K
|
99
$8.46K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
2.57KNew |
$175K - $215K
|
2.57K
$220K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
30New |
$2.05K - $2.51K
|
30
$2.56K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
250New |
$17K - $20.9K
|
250
$21.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
188New |
$12.8K - $15.7K
|
188
$16.1K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-250- 33.33% |
$17K - $20.9K
|
500
$42.7K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-625Closed |
$42.1K - $51K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
684K+ 161.61% |
$46M - $55.7M
|
1.11M
$94.6M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-13.1K- 72.81% |
$881K - $1.07M
|
4.89K
$418K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.16K- 57.64% |
$280K - $339K
|
3.06K
$261K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
502New |
$33.8K - $40.9K
|
502
$42.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
504New |
$33.9K - $41.1K
|
504
$43.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
275New |
$18.5K - $22.4K
|
275
$23.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.15KNew |
$212K - $257K
|
3.15K
$269K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.39KClosed |
$161K - $194K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
285+ 1.24% |
$19.2K - $23.2K
|
23.3K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-6.12K- 19.32% |
$412K - $499K
|
25.6K
$2.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
9.66KNew |
$650K - $787K
|
9.66K
$825K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-10.8K- 78.26% |
$727K - $880K
|
3K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-32.6K- 93.41% |
$2.19M - $2.66M
|
2.3K
$197K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.65K- 27.01% |
$111K - $135K
|
4.47K
$382K
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-5.48K- 30.58% |
$369K - $446K
|
12.4K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-2.59K- 43.14% |
$174K - $211K
|
3.41K
$291K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
339+ 3390.0% |
$22.8K - $27.6K
|
349
$29.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-530- 3.01% |
$35.7K - $43.2K
|
17.1K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-97- 18.98% |
$6.53K - $7.91K
|
414
$35.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.13K- 15.4% |
$76.3K - $92.4K
|
6.23K
$532K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-5.29K- 2.76% |
$356K - $431K
|
187K
$15.9M
|
|