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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-115- 6.67% |
$9.57K - $10.5K
|
1.61K
$148K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
495+ 750.0% |
$41.2K - $45K
|
561
$51.6K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
316+ 4.25% |
$26.3K - $28.8K
|
7.75K
$712K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.3K- 30.66% |
$1.27M - $1.39M
|
34.6K
$3.18M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.87K- 98.0% |
$155K - $170K
|
38
$3.49K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
CALL |
1.25MNew |
$104M - $114M
|
1.25M
$115M
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
9.62KNew |
$800K - $875K
|
9.62K
$884K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.13M+ 5346.88% |
$94.3M - $103M
|
1.15M
$106M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-31- 1.3% |
$2.58K - $2.82K
|
2.36K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-109- 33.85% |
$9.07K - $9.92K
|
213
$19.6K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-593K- 29.9% |
$49.4M - $54M
|
1.39M
$128M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-240- 6.35% |
$20K - $21.8K
|
3.54K
$325K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-480- 27.54% |
$39.9K - $43.7K
|
1.26K
$116K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.47K- 9.73% |
$288K - $315K
|
32.2K
$2.96M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-160- 4.62% |
$13.3K - $14.6K
|
3.3K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-334- 5.65% |
$27.8K - $30.4K
|
5.58K
$513K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-343- 1.93% |
$28.5K - $31.2K
|
17.4K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
363+ 2.15% |
$30.2K - $33K
|
17.3K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
160K+ 8.85% |
$13.3M - $14.6M
|
1.97M
$181M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-90- 0.39% |
$7.49K - $8.19K
|
22.8K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
802+ 1.79% |
$66.7K - $73K
|
45.5K
$4.19M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-572- 9.13% |
$47.6K - $52K
|
5.69K
$523K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.51K- 27.1% |
$209K - $228K
|
6.75K
$620K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-110- 2.83% |
$9.15K - $10K
|
3.78K
$347K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.43KNew |
$202K - $221K
|
2.43K
$223K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.4K+ 3.73% |
$1.45M - $1.58M
|
484K
$44.5M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
380+ 6.94% |
$31.6K - $34.6K
|
5.86K
$538K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-352- 11.2% |
$29.3K - $32K
|
2.79K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-387K- 28.56% |
$32.2M - $35.2M
|
968K
$89M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
135K+ 45.1% |
$11.3M - $12.3M
|
435K
$40M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
12+ 0.45% |
$998 - $1.09K
|
2.65K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-5- 0.18% |
$416 - $455
|
2.76K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.91K- 4.21% |
$575K - $629K
|
157K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
91+ 0.73% |
$7.57K - $8.28K
|
12.6K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-185- 1.02% |
$15.4K - $16.8K
|
18K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Srb Corp
Boston, MA |
BUY
|
- |
695K+ 1957.79% |
$57.8M - $63.2M
|
730K
$67.1M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.73K- 4.02% |
$393K - $430K
|
113K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-120- 0.14% |
$9.98K - $10.9K
|
87.1K
$8.01M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
79K+ 40.58% |
$6.58M - $7.19M
|
274K
$25.2M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
CALL |
20K+ 25.0% |
$1.66M - $1.82M
|
100K
$9.19M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
525+ 0.57% |
$43.7K - $47.8K
|
93.4K
$8.59M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.35K+ 300.89% |
$113K - $123K
|
1.8K
$166K
|
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
7.56K+ 192.27% |
$629K - $688K
|
11.5K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.01K+ 10.48% |
$84.4K - $92.3K
|
10.7K
$983K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-747- 4.22% |
$62.1K - $68K
|
17K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-197- 3.09% |
$16.4K - $17.9K
|
6.18K
$568K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
19.9K+ 86.74% |
$1.66M - $1.81M
|
42.9K
$3.94M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1.57K+ 1.52% |
$131K - $143K
|
105K
$9.62M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.9K+ 11.52% |
$2.41M - $2.63M
|
280K
$25.7M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
9.56KNew |
$796K - $870K
|
9.56K
$879K
|