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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-34- 3.29% |
$2.55K - $2.82K
|
1K
$91.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-858- 3.0% |
$64.4K - $71.1K
|
27.7K
$2.54M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-88- 0.49% |
$6.6K - $7.29K
|
17.8K
$1.63M
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
767+ 7.99% |
$57.5K - $63.6K
|
10.4K
$950K
|
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.24K- 9.46% |
$168K - $186K
|
21.5K
$1.97M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 13.51% |
$83.6K - $92.4K
|
7.14K
$654K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.87KNew |
$365K - $404K
|
4.87K
$446K
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-13.9K- 26.02% |
$1.04M - $1.15M
|
39.4K
$3.61M
|
|
|
Jul 26, 2023
Q2 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
186KNew |
$13.9M - $15.4M
|
186K
$17M
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
13.1KNew |
$985K - $1.09M
|
13.1K
$1.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-129- 52.23% |
$9.68K - $10.7K
|
118
$10.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-859- 7.67% |
$64.4K - $71.2K
|
10.3K
$948K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-143- 5.41% |
$10.7K - $11.9K
|
2.5K
$229K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-100- 3.94% |
$7.5K - $8.29K
|
2.44K
$224K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-554- 10.67% |
$41.6K - $45.9K
|
4.64K
$425K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
255New |
$19.1K - $21.1K
|
255
$23.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
265New |
$19.9K - $22K
|
265
$24.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
155+ 5.98% |
$11.6K - $12.8K
|
2.75K
$252K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-23- 12.92% |
$1.73K - $1.91K
|
155
$14.2K
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
139KNew |
$10.4M - $11.5M
|
139K
$12.8M
|
|
| Q1 2023 | |||||||
|
Feb 11, 2025
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.17KNew |
$315K - $355K
|
4.17K
$382K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-600- 80.0% |
$45.3K - $51.1K
|
150
$13.8K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-248- 6.64% |
$18.7K - $21.1K
|
3.49K
$320K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.4K+ 13.52% |
$181K - $205K
|
20.1K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
300New |
$22.7K - $25.6K
|
300
$27.5K
|
|
|
May 15, 2023
Q1 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
79.7KNew |
$6.02M - $6.8M
|
79.7K
$7.31M
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
57.8KNew |
$4.36M - $4.92M
|
57.8K
$5.3M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
CALL |
1.3K+ 15.29% |
$98.2K - $111K
|
9.8K
$898K
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-167Closed |
$12.6K - $14.2K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-629- 51.18% |
$47.5K - $53.6K
|
600
$55K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.18KNew |
$316K - $357K
|
4.18K
$384K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
14.3K+ 160.42% |
$1.08M - $1.22M
|
23.2K
$2.13M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
21KNew |
$1.59M - $1.79M
|
21K
$1.93M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
12.5KNew |
$944K - $1.07M
|
12.5K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 2.63% |
$75.5 - $85.2
|
39
$3.58K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
292New |
$22K - $24.9K
|
292
$26.8K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
352+ 4.73% |
$26.6K - $30K
|
7.79K
$714K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
23.6KNew |
$1.78M - $2.01M
|
23.6K
$2.16M
|
|
|
May 09, 2023
Q1 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
PUT |
94.3KNew |
$7.12M - $8.04M
|
94.3K
$8.65M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.19KNew |
$468K - $528K
|
6.19K
$568K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
44New |
$3.32K - $3.75K
|
44
$4.03K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-14.1K- 80.0% |
$1.06M - $1.2M
|
3.52K
$323K
|
|
|
May 08, 2023
Q1 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
31.7KNew |
$2.39M - $2.7M
|
31.7K
$2.91M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
51New |
$3.85K - $4.35K
|
51
$4.68K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.32K+ 75.92% |
$175K - $198K
|
5.38K
$494K
|
|
|
May 03, 2023
Q1 2023
|
Florin Court Capital LLP
|
BUY
|
- |
173KNew |
$13.1M - $14.8M
|
173K
$15.9M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
77New |
$5.81K - $6.56K
|
77
$7.06K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.1KNew |
$83.1K - $93.7K
|
1.1K
$101K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
74New |
$5.59K - $6.31K
|
74
$6.78K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
11.1KNew |
$838K - $946K
|
11.1K
$1.02M
|
|