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 |
---|---|---|---|---|---|---|---|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
26New |
$1.93K - $2.31K
|
26
$2.38K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.59K+ 6.11% |
$192K - $230K
|
44.9K
$4.12M
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.59KNew |
$193K - $231K
|
2.59K
$238K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.23K- 2.44% |
$240K - $287K
|
129K
$11.8M
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
21.3K+ 4.06% |
$1.58M - $1.89M
|
545K
$50M
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-93- 2.81% |
$6.91K - $8.27K
|
3.21K
$294K
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1KNew |
$74.5K - $89.2K
|
1K
$92K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
285+ 41.73% |
$21.2K - $25.3K
|
968
$88.7K
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
476+ 1133.33% |
$35.4K - $42.3K
|
518
$47.5K
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-125- 3.31% |
$9.28K - $11.1K
|
3.66K
$335K
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
BUY
|
- |
853+ 5.92% |
$63.4K - $75.8K
|
15.3K
$1.4M
|
|
Aug 11, 2025
Q2 2025
|
Tamar Securities, LLC
|
BUY
|
- |
1.71K+ 3.25% |
$127K - $152K
|
54.2K
$4.97M
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
25+ 4.17% |
$1.86K - $2.22K
|
625
$57.3K
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.74K+ 19.38% |
$204K - $244K
|
16.9K
$1.55M
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-3.17K- 1.99% |
$235K - $281K
|
156K
$14.3M
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-189- 3.32% |
$14K - $16.8K
|
5.5K
$504K
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-15.5K- 59.31% |
$1.15M - $1.38M
|
10.6K
$973K
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
185+ 4.29% |
$13.7K - $16.5K
|
4.5K
$412K
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-360- 9.53% |
$26.7K - $32K
|
3.42K
$313K
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-631- 3.04% |
$46.9K - $56.1K
|
20.1K
$1.84M
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
535+ 9.07% |
$39.7K - $47.6K
|
6.43K
$590K
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.84K- 3.76% |
$657K - $786K
|
226K
$20.8M
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.36K- 15.82% |
$250K - $299K
|
17.9K
$1.64M
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-434- 36.72% |
$32.2K - $38.6K
|
748
$68.6K
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.19% |
$446 - $534
|
3.15K
$289K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.54K+ 75.42% |
$115K - $137K
|
3.59K
$329K
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
8KNew |
$594K - $711K
|
8K
$733K
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-791- 17.17% |
$58.7K - $70.3K
|
3.82K
$350K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
576+ 28.66% |
$42.8K - $51.2K
|
2.59K
$237K
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
79+ 0.47% |
$5.87K - $7.02K
|
16.8K
$1.54M
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-3.86K- 40.48% |
$287K - $344K
|
5.68K
$521K
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-430- 12.59% |
$31.9K - $38.2K
|
2.99K
$274K
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-56.7K- 80.03% |
$4.21M - $5.04M
|
14.2K
$1.3M
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
SELL
|
- |
-12.4K- 48.59% |
$920K - $1.1M
|
13.1K
$1.2M
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-110K- 59.03% |
$8.16M - $9.77M
|
76.3K
$6.99M
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.1K- 58.35% |
$601K - $720K
|
5.78K
$530K
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$74.3 - $88.9
|
9.27K
$850K
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-19- 0.67% |
$1.41K - $1.69K
|
2.81K
$258K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.01K+ 28.47% |
$595K - $712K
|
36.2K
$3.31M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.41K- 2.07% |
$625K - $748K
|
398K
$36.5M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.3K+ 11.33% |
$762K - $912K
|
101K
$9.24M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.97K+ 17.56% |
$443K - $531K
|
39.9K
$3.66M
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-292- 2.3% |
$21.7K - $26K
|
12.4K
$1.14M
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-13.6K- 6.45% |
$1.01M - $1.21M
|
197K
$18.1M
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-14K- 11.74% |
$1.04M - $1.25M
|
105K
$9.65M
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-242- 1.84% |
$18K - $21.5K
|
12.9K
$1.18M
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-34- 19.77% |
$2.53K - $3.02K
|
138
$12.7K
|
|
Aug 07, 2025
Q2 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-821- 8.53% |
$61K - $73K
|
8.8K
$807K
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
100+ 0.5% |
$7.43K - $8.89K
|
20K
$1.83M
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
23.9KNew |
$1.77M - $2.12M
|
23.9K
$2.19M
|