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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-306- 2.44% |
$22.7K - $27.2K
|
12.3K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-125- 3.73% |
$9.28K - $11.1K
|
3.22K
$295K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
140New |
$10.4K - $12.4K
|
140
$12.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
4.22K+ 24.42% |
$313K - $375K
|
21.5K
$1.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-857- 17.17% |
$63.6K - $76.2K
|
4.13K
$379K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
20+ 0.32% |
$1.49K - $1.78K
|
6.2K
$568K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-272- 5.01% |
$20.2K - $24.2K
|
5.16K
$473K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-308- 4.78% |
$22.9K - $27.4K
|
6.14K
$562K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.63% |
$149 - $178
|
317
$29.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
5.8K+ 158.43% |
$431K - $516K
|
9.46K
$867K
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
23+ 0.4% |
$1.71K - $2.05K
|
5.82K
$533K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
33+ 0.53% |
$2.45K - $2.93K
|
6.24K
$572K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
44+ 1.7% |
$3.27K - $3.91K
|
2.63K
$241K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
17.1KNew |
$1.27M - $1.52M
|
17.1K
$1.57M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.87KNew |
$510K - $611K
|
6.87K
$630K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-476- 7.6% |
$35.4K - $42.3K
|
5.79K
$531K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-10.3K- 77.04% |
$761K - $911K
|
3.06K
$280K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-5- 0.22% |
$371 - $445
|
2.28K
$209K
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
SELL
|
- |
-75- 1.59% |
$5.57K - $6.67K
|
4.65K
$426K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
5+ 0.02% |
$371 - $445
|
31.2K
$2.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-517- 2.97% |
$38.4K - $46K
|
16.9K
$1.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2- 0.8% |
$149 - $178
|
249
$22.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-7.8K- 8.18% |
$579K - $693K
|
87.5K
$8.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-36- 1.13% |
$2.67K - $3.2K
|
3.14K
$288K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
12+ 1.88% |
$891 - $1.07K
|
652
$59.8K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.58K- 2.19% |
$117K - $140K
|
70.4K
$6.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
SELL
|
- |
-2.29K- 32.47% |
$170K - $204K
|
4.76K
$437K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
28+ 1.24% |
$2.08K - $2.49K
|
2.29K
$210K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-790- 10.69% |
$58.7K - $70.2K
|
6.6K
$605K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-23- 0.45% |
$1.71K - $2.05K
|
5.1K
$468K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.76K+ 1.68% |
$205K - $246K
|
167K
$15.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 2.35% |
$2.23K - $2.67K
|
1.31K
$120K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
210+ 5.3% |
$15.6K - $18.7K
|
4.18K
$383K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
492+ 2.89% |
$36.5K - $43.7K
|
17.5K
$1.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.75K+ 102.69% |
$204K - $245K
|
5.43K
$498K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-537- 5.12% |
$39.9K - $47.8K
|
9.95K
$912K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
19New |
$1.41K - $1.69K
|
19
$1.74K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
441+ 6.99% |
$32.8K - $39.2K
|
6.75K
$619K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
309+ 11.91% |
$22.9K - $27.5K
|
2.9K
$266K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-913- 7.01% |
$67.8K - $81.2K
|
12.1K
$1.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
25+ 0.5% |
$1.86K - $2.22K
|
5.02K
$460K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-271- 7.14% |
$20.1K - $24.1K
|
3.53K
$323K
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
33+ 0.32% |
$2.45K - $2.93K
|
10.3K
$945K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-7.28K- 4.35% |
$540K - $647K
|
160K
$14.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-89- 1.9% |
$6.61K - $7.91K
|
4.6K
$421K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-92- 1.6% |
$6.83K - $8.18K
|
5.64K
$517K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-207- 1.45% |
$15.4K - $18.4K
|
14K
$1.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.05K- 37.06% |
$301K - $360K
|
6.88K
$630K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-13- 0.23% |
$966 - $1.16K
|
5.67K
$520K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.47K- 10.16% |
$109K - $131K
|
13K
$1.19M
|