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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
75.1KNew |
$5.06M - $6.12M
|
75.1K
$6.61M
|
|
Nov 09, 2022
Q3 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
924+ 2.56% |
$62.2K - $75.3K
|
37K
$3.26M
|
|
Nov 09, 2022
Q3 2022
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-59- 6.56% |
$3.97K - $4.81K
|
841
$74K
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
150+ 3.59% |
$10.1K - $12.2K
|
4.33K
$381K
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-9.97K- 96.18% |
$671K - $813K
|
396
$34.8K
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.72KClosed |
$116K - $140K
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-9.61K- 72.74% |
$647K - $783K
|
3.6K
$317K
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-354K- 98.77% |
$23.8M - $28.8M
|
4.42K
$389K
|
|
Nov 07, 2022
Q3 2022
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.59K- 34.77% |
$107K - $130K
|
2.99K
$263K
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-264- 0.94% |
$17.8K - $21.5K
|
27.9K
$2.45M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
213New |
$14.3K - $17.4K
|
213
$18.7K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
138+ 2.57% |
$9.29K - $11.2K
|
5.51K
$485K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.51K+ 2.32% |
$169K - $204K
|
111K
$9.73M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
64New |
$4.31K - $5.22K
|
64
$5.63K
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2K- 38.31% |
$134K - $163K
|
3.22K
$283K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
755New |
$50.8K - $61.5K
|
755
$66.4K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
21New |
$1.41K - $1.71K
|
21
$1.85K
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-4.59K- 53.95% |
$309K - $374K
|
3.92K
$345K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
6+ 0.51% |
$404 - $489
|
1.18K
$104K
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-53- 54.08% |
$3.57K - $4.32K
|
45
$3.96K
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-2.63K- 61.75% |
$177K - $214K
|
1.63K
$143K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-100Closed |
$6.73K - $8.15K
|
0
$0
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-33- 20.63% |
$2.22K - $2.69K
|
127
$11.2K
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
BUY
|
- |
1+ 0.49% |
$67.3 - $81.5
|
206
$18.1K
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-9.66K- 32.65% |
$650K - $787K
|
19.9K
$1.75M
|
|
Q2 2022 | |||||||
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-30K- 26.55% |
$2.21M - $2.72M
|
83K
$7.3M
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
69New |
$5.07K - $6.25K
|
69
$6.07K
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100Closed |
$7.35K - $9.06K
|
0
$0
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-15- 27.27% |
$1.1K - $1.36K
|
40
$3.52K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-901Closed |
$66.3K - $81.6K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.08KClosed |
$79.6K - $98.1K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-300KClosed |
$22.1M - $27.2M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
- |
-2.3KClosed |
$169K - $208K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-180- 4.79% |
$13.2K - $16.3K
|
3.58K
$315K
|
|
Aug 15, 2022
Q2 2022
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-7.5KClosed |
$552K - $679K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.46KClosed |
$181K - $223K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-12.1K- 7.31% |
$891K - $1.1M
|
154K
$13.5M
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
310+ 9.6% |
$22.8K - $28.1K
|
3.54K
$311K
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-13.2KClosed |
$974K - $1.2M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cartenna Capital, LP
Stamford, CT |
BUY
|
PUT |
3.5KNew |
$257K - $317K
|
3.5K
$308K
|
|
Aug 15, 2022
Q2 2022
|
Hershey Trust CO
Hershey, PA |
SELL
|
- |
-168K- 66.9% |
$12.3M - $15.2M
|
83.1K
$7.31M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-8.49KClosed |
$624K - $769K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-158KClosed |
$11.6M - $14.3M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
64.9KNew |
$4.77M - $5.88M
|
64.9K
$5.71M
|
|
Aug 15, 2022
Q2 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
49.2KNew |
$3.62M - $4.45M
|
49.2K
$4.32M
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.53KClosed |
$259K - $319K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
10.6KNew |
$780K - $960K
|
10.6K
$932K
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.95KClosed |
$291K - $358K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.4KClosed |
$177K - $218K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-453Closed |
$33.3K - $41K
|
0
$0
|