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 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-38- 0.41% |
$3.16K - $3.46K
|
9.27K
$852K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-137K- 99.67% |
$11.4M - $12.5M
|
448
$41.2K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-288- 0.22% |
$24K - $26.2K
|
129K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-135- 1.51% |
$11.2K - $12.3K
|
8.81K
$810K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
13.7K+ 12.4% |
$1.14M - $1.24M
|
124K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
21+ 0.19% |
$1.75K - $1.91K
|
10.8K
$997K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.48% |
$83.2 - $91
|
210
$19.3K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
200New |
$16.6K - $18.2K
|
200
$18.4K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
7.58K+ 370.93% |
$630K - $690K
|
9.62K
$884K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.59KNew |
$548K - $599K
|
6.59K
$605K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
82.2KNew |
$6.83M - $7.48M
|
82.2K
$7.55M
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
11.5KNew |
$955K - $1.04M
|
11.5K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.19K- 3.77% |
$431K - $472K
|
132K
$12.2M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
521New |
$43.3K - $47.4K
|
521
$47.9K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
521New |
$43.3K - $47.4K
|
521
$47.9K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.42K- 1.43% |
$285K - $311K
|
235K
$21.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.81K- 3.72% |
$400K - $438K
|
124K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
301+ 3.68% |
$25K - $27.4K
|
8.48K
$779K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7- 0.05% |
$582 - $637
|
14.5K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
81New |
$6.74K - $7.37K
|
81
$7.45K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-211- 66.56% |
$17.6K - $19.2K
|
106
$9.74K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-21.1K- 83.52% |
$1.76M - $1.92M
|
4.17K
$383K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-39- 8.13% |
$3.24K - $3.55K
|
441
$40.5K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-426- 4.29% |
$35.4K - $38.8K
|
9.5K
$873K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
470+ 8.11% |
$39.1K - $42.8K
|
6.27K
$576K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
365+ 9.48% |
$30.4K - $33.2K
|
4.22K
$387K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
60New |
$4.99K - $5.46K
|
60
$5.52K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.25K+ 63.62% |
$353K - $386K
|
10.9K
$1M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-26- 0.59% |
$2.16K - $2.37K
|
4.35K
$400K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-492- 4.3% |
$40.9K - $44.8K
|
11K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-241K- 3.94% |
$20M - $21.9M
|
5.87M
$540M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.54% |
$166 - $182
|
370
$34K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10New |
$832 - $910
|
10
$919
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.38K- 20.99% |
$281K - $307K
|
12.7K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-70.8K- 25.12% |
$5.89M - $6.44M
|
211K
$19.4M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
46+ 1.36% |
$3.83K - $4.19K
|
3.42K
$314K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.18K- 2.26% |
$98.4K - $108K
|
51.2K
$4.7M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-5Closed |
$416 - $455
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
100+ 1.85% |
$8.32K - $9.1K
|
5.52K
$507K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-687- 2.48% |
$57.2K - $62.5K
|
27.1K
$2.49M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
121+ 9.81% |
$10.1K - $11K
|
1.35K
$124K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
338+ 5.66% |
$28.1K - $30.8K
|
6.31K
$580K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-98- 4.15% |
$8.15K - $8.92K
|
2.26K
$208K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-376- 13.71% |
$31.3K - $34.2K
|
2.37K
$218K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
45+ 22.28% |
$3.74K - $4.09K
|
247
$22.7K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-57- 0.49% |
$4.74K - $5.19K
|
11.6K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-605- 28.74% |
$50.3K - $55K
|
1.5K
$138K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
145+ 10.13% |
$12.1K - $13.2K
|
1.58K
$145K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
690+ 13.61% |
$57.4K - $62.8K
|
5.76K
$530K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.57K- 3.56% |
$131K - $143K
|
42.6K
$3.91M
|