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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
57New |
$4.44K - $4.89K
|
57
$5.23K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
100New |
$7.78K - $8.57K
|
100
$9.17K
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
489+ 1.26% |
$38.1K - $41.9K
|
39.3K
$3.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
92New |
$7.16K - $7.89K
|
92
$8.43K
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-38K- 52.95% |
$2.96M - $3.25M
|
33.7K
$3.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
326New |
$25.4K - $27.9K
|
326
$29.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
35.6KNew |
$2.77M - $3.05M
|
35.6K
$3.26M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-10- 76.92% |
$778 - $857
|
3
$275
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-277- 9.56% |
$21.6K - $23.7K
|
2.62K
$240K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
226+ 2.13% |
$17.6K - $19.4K
|
10.9K
$995K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.45KNew |
$269K - $296K
|
3.45K
$316K
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
10.1KNew |
$788K - $868K
|
10.1K
$928K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
48New |
$3.74K - $4.11K
|
48
$4.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
45New |
$3.5K - $3.86K
|
45
$4.13K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-350- 81.21% |
$27.2K - $30K
|
81
$7.43K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1.14KNew |
$88.4K - $97.4K
|
1.14K
$104K
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
BUY
|
- |
3.82KNew |
$297K - $327K
|
3.82K
$350K
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
518+ 11.77% |
$40.3K - $44.4K
|
4.92K
$451K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-31- 23.66% |
$2.41K - $2.66K
|
100
$9.17K
|
|
| Q2 2023 | |||||||
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.59KClosed |
$194K - $214K
|
0
$0
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-7Closed |
$525 - $580
|
0
$0
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-3.79KClosed |
$284K - $314K
|
0
$0
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
581New |
$43.6K - $48.1K
|
581
$53.3K
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
3.81KNew |
$286K - $315K
|
3.81K
$349K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-439- 62.8% |
$32.9K - $36.4K
|
260
$23.8K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3.06K+ 33.51% |
$230K - $254K
|
12.2K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.69KNew |
$202K - $223K
|
2.69K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8New |
$600 - $663
|
8
$733
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.5KNew |
$188K - $207K
|
2.5K
$229K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
489+ 28.04% |
$36.7K - $40.5K
|
2.23K
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
PUT |
6KNew |
$450K - $497K
|
6K
$550K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
3.75K+ 24.14% |
$282K - $311K
|
19.3K
$1.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
3.5KNew |
$263K - $290K
|
3.5K
$321K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
1New |
$75 - $82.9
|
1
$91.7
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
43+ 1.58% |
$3.23K - $3.56K
|
2.77K
$254K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.43KNew |
$182K - $201K
|
2.43K
$223K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
40New |
$3K - $3.31K
|
40
$3.67K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-135- 8.84% |
$10.1K - $11.2K
|
1.39K
$128K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
6.66KNew |
$500K - $552K
|
6.66K
$611K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.96KNew |
$222K - $245K
|
2.96K
$271K
|
|
|
Aug 08, 2023
Q2 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
267KNew |
$20M - $22.1M
|
267K
$24.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.67KNew |
$200K - $221K
|
2.67K
$244K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.86K- 66.27% |
$140K - $154K
|
947
$86.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-5- 0.65% |
$375 - $414
|
767
$70.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
2.44KNew |
$183K - $202K
|
2.44K
$224K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-3.35K- 51.23% |
$251K - $278K
|
3.19K
$292K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.64KNew |
$198K - $219K
|
2.64K
$242K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
210+ 2.45% |
$15.8K - $17.4K
|
8.78K
$805K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-65- 16.17% |
$4.88K - $5.39K
|
337
$30.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2.44KNew |
$183K - $203K
|
2.44K
$224K
|
|