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 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.48% |
$87 - $97.1
|
208
$18.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
55+ 1.16% |
$4.78K - $5.34K
|
4.81K
$423K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-8.67K- 34.33% |
$754K - $842K
|
16.6K
$1.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-569- 4.54% |
$49.5K - $55.2K
|
12K
$1.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
6.43K+ 25.24% |
$559K - $624K
|
31.9K
$2.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
78+ 0.2% |
$6.78K - $7.57K
|
39K
$3.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
20+ 0.77% |
$1.74K - $1.94K
|
2.61K
$229K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.99K+ 11.53% |
$173K - $193K
|
19.2K
$1.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22+ 2.43% |
$1.91K - $2.14K
|
927
$81.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
SELL
|
- |
-400K- 21.05% |
$34.8M - $38.8M
|
1.5M
$132M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-222- 0.86% |
$19.3K - $21.6K
|
25.5K
$2.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.22K+ 2.27% |
$106K - $119K
|
55.1K
$4.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-692- 2.51% |
$60.2K - $67.2K
|
26.8K
$2.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.03K+ 2.02% |
$176K - $197K
|
102K
$8.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-54- 0.9% |
$4.7K - $5.24K
|
5.96K
$524K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-99- 9.82% |
$8.61K - $9.61K
|
909
$79.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.7% |
$87 - $97.1
|
143
$12.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
4.87K+ 86.49% |
$424K - $473K
|
10.5K
$924K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
45New |
$3.91K - $4.37K
|
45
$3.96K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 16.63% |
$150K - $168K
|
8.68K
$763K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
PUT |
2KNew |
$174K - $194K
|
2K
$176K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.32K+ 9.99% |
$289K - $323K
|
36.6K
$3.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.5K+ 2.14% |
$997K - $1.11M
|
547K
$48.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
12.6K+ 407.06% |
$1.1M - $1.23M
|
15.7K
$1.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1- 2.94% |
$87 - $97.1
|
33
$2.9K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-350- 2.89% |
$30.4K - $34K
|
11.7K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-90- 37.5% |
$7.83K - $8.74K
|
150
$13.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
57+ 0.84% |
$4.96K - $5.53K
|
6.83K
$600K
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
6.32K+ 14.06% |
$549K - $614K
|
51.3K
$4.51M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.78K+ 10.95% |
$155K - $173K
|
18K
$1.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.12% |
$435 - $485
|
4.3K
$378K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-7.45K- 38.25% |
$648K - $724K
|
12K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-39- 0.93% |
$3.39K - $3.79K
|
4.13K
$364K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
109+ 4.31% |
$9.48K - $10.6K
|
2.64K
$232K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-20- 0.23% |
$1.74K - $1.94K
|
8.72K
$767K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-121- 1.02% |
$10.5K - $11.7K
|
11.8K
$1.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
55+ 1.73% |
$4.78K - $5.34K
|
3.23K
$284K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-25.8K- 66.15% |
$2.24M - $2.5M
|
13.2K
$1.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
540+ 8.77% |
$47K - $52.4K
|
6.7K
$589K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-633- 2.09% |
$55K - $61.5K
|
29.6K
$2.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-114- 0.19% |
$9.91K - $11.1K
|
58.5K
$5.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-243- 5.26% |
$21.1K - $23.6K
|
4.38K
$385K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-416- 12.99% |
$36.2K - $40.4K
|
2.79K
$245K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-26- 0.04% |
$2.26K - $2.52K
|
66.9K
$5.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
17+ 0.45% |
$1.48K - $1.65K
|
3.76K
$330K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.87K+ 0.16% |
$162K - $181K
|
1.17M
$103M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.39K+ 101.09% |
$121K - $135K
|
2.76K
$243K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-559- 1.12% |
$48.6K - $54.3K
|
49.2K
$4.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.26K+ 71.53% |
$196K - $219K
|
5.41K
$476K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
750+ 7.71% |
$65.2K - $72.8K
|
10.5K
$922K
|