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, 2022
Q2 2022
|
Jsf Financial, LLC
|
BUY
|
- |
6.52KNew |
$479K - $590K
|
6.52K
$557K
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
121+ 2.53% |
$8.9K - $11K
|
4.9K
$419K
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-2.71KClosed |
$200K - $246K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.99KClosed |
$367K - $451K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
1.86K+ 1.48% |
$136K - $168K
|
127K
$10.9M
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-62Closed |
$4.56K - $5.61K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
849+ 2.11% |
$62.4K - $76.9K
|
41.1K
$3.51M
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-18.6K- 85.58% |
$1.37M - $1.69M
|
3.14K
$268K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
150New |
$11K - $13.6K
|
150
$12.8K
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-223- 2.5% |
$16.4K - $20.2K
|
8.68K
$742K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-25- 5.88% |
$1.84K - $2.26K
|
400
$34.2K
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-959- 21.23% |
$70.5K - $86.8K
|
3.56K
$304K
|
|
Jul 20, 2022
Q2 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-16.9KClosed |
$1.24M - $1.53M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.88KClosed |
$286K - $352K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
60New |
$4.41K - $5.43K
|
60
$5.13K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
23+ 88.46% |
$1.69K - $2.08K
|
49
$4.19K
|
|
Jul 19, 2022
Q2 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-2.32KClosed |
$171K - $210K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.2KClosed |
$309K - $380K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-24.4KClosed |
$1.79M - $2.21M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
108+ 0.96% |
$7.94K - $9.78K
|
11.3K
$970K
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-7.37KClosed |
$542K - $668K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
829New |
$61K - $75.1K
|
829
$70.8K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
$7.35K - $9.06K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
106K+ 122.85% |
$7.76M - $9.56M
|
191K
$16.4M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-522- 5.6% |
$38.4K - $47.3K
|
8.81K
$752K
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-2.89KClosed |
$212K - $262K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-371- 0.56% |
$27.3K - $33.6K
|
66.1K
$5.65M
|
|
Jul 13, 2022
Q2 2022
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-2.29KClosed |
$168K - $207K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-44.7KClosed |
$3.29M - $4.05M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
86+ 0.12% |
$6.32K - $7.79K
|
73.4K
$6.28M
|
|
Jul 13, 2022
Q2 2022
|
Nvest Financial, LLC
|
SELL
|
- |
-9.15KClosed |
$673K - $828K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-2.5KClosed |
$184K - $226K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-49.3KClosed |
$3.62M - $4.46M
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.36K- 36.86% |
$174K - $214K
|
4.05K
$346K
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-1- 50.0% |
$73.5 - $90.6
|
1
$85.5
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-23.5KClosed |
$1.73M - $2.13M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
SELL
|
- |
-103KClosed |
$7.58M - $9.33M
|
0
$0
|
|
Jul 01, 2022
Q2 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-30.3KClosed |
$2.23M - $2.74M
|
0
$0
|
|
Q1 2022 | |||||||
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3- 11.11% |
$239 - $272
|
24
$2.05K
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4.01KClosed |
$320K - $363K
|
0
$0
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.18KClosed |
$254K - $288K
|
0
$0
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-4.82KClosed |
$384K - $436K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-78Closed |
$6.22K - $7.06K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-41Closed |
$3.27K - $3.71K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-9.88KClosed |
$788K - $894K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-53Closed |
$4.23K - $4.8K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-3KClosed |
$239K - $272K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
- |
-80KClosed |
$6.38M - $7.24M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.57KClosed |
$126K - $142K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-6.8KClosed |
$542K - $616K
|
0
$0
|