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 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-753- 11.89% |
$55.9K - $67K
|
5.58K
$511K
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-93- 3.82% |
$6.91K - $8.27K
|
2.34K
$215K
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.44KNew |
$256K - $306K
|
3.44K
$316K
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-758- 10.09% |
$56.3K - $67.4K
|
6.76K
$619K
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.94K+ 33.74% |
$144K - $173K
|
7.71K
$706K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.25K- 21.66% |
$316K - $378K
|
15.4K
$1.41M
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
44New |
$3.27K - $3.91K
|
44
$4.03K
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
175+ 6.51% |
$13K - $15.6K
|
2.86K
$262K
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
1.45K+ 6.4% |
$108K - $129K
|
24.1K
$2.21M
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
600+ 3.08% |
$44.6K - $53.4K
|
20.1K
$1.84M
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.08K- 20.82% |
$229K - $274K
|
11.7K
$1.08M
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
12.3K+ 111.07% |
$910K - $1.09M
|
23.3K
$2.13M
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-147- 0.65% |
$10.9K - $13.1K
|
22.5K
$2.06M
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
100+ 3.75% |
$7.43K - $8.89K
|
2.76K
$253K
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-510- 2.89% |
$37.9K - $45.3K
|
17.1K
$1.57M
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-20- 0.45% |
$1.49K - $1.78K
|
4.42K
$405K
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.62KNew |
$269K - $322K
|
3.62K
$332K
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.25K- 4.71% |
$92.6K - $111K
|
25.2K
$2.31M
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
249+ 488.24% |
$18.5K - $22.1K
|
300
$27.5K
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-12- 5.19% |
$891 - $1.07K
|
219
$20.1K
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.49KNew |
$185K - $221K
|
2.49K
$228K
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
53+ 16.06% |
$3.94K - $4.71K
|
383
$35.1K
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-45- 0.95% |
$3.34K - $4K
|
4.68K
$429K
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
79.7K+ 35.17% |
$5.92M - $7.08M
|
306K
$28.1M
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
13.9K+ 23.72% |
$1.03M - $1.24M
|
72.6K
$6.66M
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
88+ 0.76% |
$6.54K - $7.82K
|
11.7K
$1.08M
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
SELL
|
- |
-45- 0.26% |
$3.34K - $4K
|
17.6K
$1.61M
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
100New |
$7.43K - $8.89K
|
100
$9.17K
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
44New |
$3.27K - $3.91K
|
44
$4.03K
|
|
Jul 31, 2025
Q2 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
9+ 0.04% |
$668 - $800
|
21.8K
$2M
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.43K+ 11941.67% |
$106K - $127K
|
1.45K
$132K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1K- 1.26% |
$74.4K - $89.1K
|
78.5K
$7.19M
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
146+ 17.72% |
$10.8K - $13K
|
970
$88.9K
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.41K- 7.83% |
$105K - $125K
|
16.6K
$1.52M
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-2.27K- 29.2% |
$168K - $201K
|
5.49K
$504K
|
|
Jul 31, 2025
Q2 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-505- 1.53% |
$37.5K - $44.9K
|
32.4K
$2.97M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.61K+ 22.86% |
$194K - $232K
|
14.1K
$1.29M
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
295+ 2.41% |
$21.9K - $26.2K
|
12.5K
$1.15M
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-329- 3.2% |
$24.4K - $29.3K
|
9.96K
$913K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.6K- 3.32% |
$1.23M - $1.47M
|
482K
$44.2M
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
119+ 11.51% |
$8.84K - $10.6K
|
1.15K
$106K
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.62K+ 48.25% |
$343K - $411K
|
14.2K
$1.3M
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.57K- 8.61% |
$117K - $140K
|
16.7K
$1.53M
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
301+ 8.52% |
$22.4K - $26.8K
|
3.83K
$351K
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.89K+ 26790.91% |
$438K - $524K
|
5.92K
$542K
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-142- 4.27% |
$10.5K - $12.6K
|
3.18K
$292K
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-787- 23.94% |
$58.5K - $70K
|
2.5K
$229K
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-19.9K- 79.81% |
$1.48M - $1.77M
|
5.04K
$462K
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.02K+ 56.12% |
$521K - $624K
|
19.5K
$1.79M
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9KNew |
$668K - $800K
|
9K
$825K
|