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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
30New |
$2.27K - $2.56K
|
30
$2.75K
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-48- 0.24% |
$3.62K - $4.09K
|
19.7K
$1.81M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-31- 41.89% |
$2.34K - $2.64K
|
43
$3.94K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-20- 1.47% |
$1.51K - $1.7K
|
1.34K
$123K
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
BUY
|
- |
86.4KNew |
$6.52M - $7.36M
|
86.4K
$7.92M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
684New |
$51.6K - $58.3K
|
684
$62.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
39.4KNew |
$2.97M - $3.35M
|
39.4K
$3.61M
|
|
|
Apr 21, 2023
Q1 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
23.7KNew |
$1.79M - $2.02M
|
23.7K
$2.17M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
234New |
$17.7K - $19.9K
|
234
$21.5K
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
21.2KNew |
$1.6M - $1.8M
|
21.2K
$1.94M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-10- 4.29% |
$755 - $852
|
223
$20.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
25KNew |
$1.89M - $2.13M
|
25K
$2.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
33.2KNew |
$2.51M - $2.83M
|
33.2K
$3.04M
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
20.9KNew |
$1.57M - $1.78M
|
20.9K
$1.91M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
11.2KNew |
$849K - $958K
|
11.2K
$1.03M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
133+ 3325.0% |
$10K - $11.3K
|
137
$12.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
3KNew |
$226K - $255K
|
3K
$275K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
342+ 0.71% |
$25.8K - $29.1K
|
48.2K
$4.42M
|
|
| Q4 2022 | |||||||
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-59- 1.01% |
$4.02K - $4.94K
|
5.77K
$529K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5New |
$341 - $419
|
5
$458
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-8.78K- 22.56% |
$599K - $735K
|
30.1K
$2.76M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
46New |
$3.14K - $3.85K
|
46
$4.22K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.53KNew |
$309K - $379K
|
4.53K
$415K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
27New |
$1.84K - $2.26K
|
27
$2.48K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-5.66K- 55.57% |
$386K - $474K
|
4.53K
$415K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.8K- 51.12% |
$259K - $318K
|
3.63K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
630New |
$43K - $52.8K
|
630
$57.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
100+ 909.09% |
$6.82K - $8.38K
|
111
$10.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
790+ 0.99% |
$53.9K - $66.2K
|
80.5K
$7.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-66- 0.18% |
$4.5K - $5.53K
|
35.9K
$3.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
15.5KNew |
$1.05M - $1.3M
|
15.5K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
500New |
$34.1K - $41.9K
|
500
$45.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
250New |
$17K - $20.9K
|
250
$22.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
441New |
$30.1K - $36.9K
|
441
$40.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
23New |
$1.57K - $1.93K
|
23
$2.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
50New |
$3.41K - $4.19K
|
50
$4.58K
|
|
|
Feb 14, 2023
Q4 2022
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-17.5KClosed |
$1.19M - $1.47M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
293New |
$20K - $24.5K
|
293
$26.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
5.67KNew |
$387K - $475K
|
5.67K
$520K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
30New |
$2.05K - $2.51K
|
30
$2.75K
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
12.8KNew |
$873K - $1.07M
|
12.8K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
PUT |
136KNew |
$9.27M - $11.4M
|
136K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
181+ 100.0% |
$12.3K - $15.2K
|
362
$33.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
16.4KNew |
$1.12M - $1.37M
|
16.4K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-24.1K- 99.59% |
$1.64M - $2.02M
|
100
$9.17K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-6.8K- 68.56% |
$464K - $570K
|
3.12K
$286K
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-25.1K- 88.31% |
$1.71M - $2.1M
|
3.32K
$304K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.77KNew |
$257K - $316K
|
3.77K
$346K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-4.83K- 53.5% |
$329K - $404K
|
4.2K
$385K
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
11.4KNew |
$774K - $951K
|
11.4K
$1.04M
|
|