Latest Institutional Purchases of Select Sector Spdr Fd Material (XLB)
This list provides information on the latest institutional transactions involving Select Sector Spdr Fd Material (XLB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
2.26KNew |
$196K - $219K
|
2.26K
$203K
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
2.23KNew |
$194K - $217K
|
2.23K
$200K
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
2.22K+ 15.21% |
$193K - $215K
|
16.8K
$1.51M
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.22KNew |
$193K - $215K
|
2.22K
$199K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.2KNew |
$192K - $214K
|
2.2K
$198K
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.2K+ 4.72% |
$191K - $214K
|
48.9K
$4.39M
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.2KNew |
$191K - $213K
|
2.2K
$197K
|
|
Nov 13, 2024
Q3 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
2.17KNew |
$188K - $210K
|
2.17K
$195K
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.15KNew |
$187K - $209K
|
2.15K
$193K
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.14KNew |
$186K - $208K
|
2.14K
$192K
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
PUT |
2KNew |
$174K - $194K
|
2K
$180K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.18K+ 14.88% |
$103K - $115K
|
9.13K
$820K
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.1KNew |
$95.6K - $107K
|
1.1K
$98.8K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1K+ 35.97% |
$87K - $97.1K
|
3.78K
$340K
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
600New |
$52.2K - $58.3K
|
600
$53.9K
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
584New |
$50.8K - $56.7K
|
584
$52.5K
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
488New |
$42.4K - $47.4K
|
488
$43.8K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
388+ 0.87% |
$33.7K - $37.7K
|
44.9K
$4.04M
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
321New |
$27.9K - $31.2K
|
321
$28.8K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
282New |
$24.5K - $27.4K
|
282
$25.3K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
213+ 0.5% |
$18.5K - $20.7K
|
42.7K
$3.83M
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
200+ 4.42% |
$17.4K - $19.4K
|
4.72K
$424K
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
175New |
$15.2K - $17K
|
175
$15.7K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
120New |
$10.4K - $11.7K
|
120
$10.8K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
111+ 4.11% |
$9.65K - $10.8K
|
2.81K
$253K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
105New |
$9.13K - $10.2K
|
105
$9.43K
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
104+ 71.72% |
$9.04K - $10.1K
|
249
$22.4K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
93New |
$8.09K - $9.03K
|
93
$8.36K
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
87+ 0.32% |
$7.56K - $8.45K
|
26.9K
$2.42M
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
68New |
$5.91K - $6.6K
|
68
$6.11K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
55+ 27.23% |
$4.78K - $5.34K
|
257
$23.1K
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
55+ 1.16% |
$4.78K - $5.34K
|
4.81K
$432K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
55+ 1.73% |
$4.78K - $5.34K
|
3.23K
$290K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
55+ 2.48% |
$4.78K - $5.34K
|
2.28K
$204K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
45New |
$3.91K - $4.37K
|
45
$4.04K
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
41New |
$3.56K - $3.98K
|
41
$3.68K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
37+ 1.1% |
$3.22K - $3.59K
|
3.41K
$306K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
30New |
$2.61K - $2.91K
|
30
$2.7K
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
30+ 3.59% |
$2.61K - $2.91K
|
865
$77.7K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
24New |
$2.09K - $2.33K
|
24
$2.16K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
23New |
$2K - $2.23K
|
23
$2.07K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
23New |
$2K - $2.23K
|
23
$2.07K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
22New |
$1.91K - $2.14K
|
22
$1.98K
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
15New |
$1.3K - $1.46K
|
15
$1.35K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
13+ 22.41% |
$1.13K - $1.26K
|
71
$6.38K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12+ 1.82% |
$1.04K - $1.17K
|
671
$60.3K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7+ 0.3% |
$609 - $680
|
2.31K
$208K
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
7New |
$609 - $680
|
7
$629
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6+ 0.11% |
$522 - $583
|
5.5K
$494K
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5+ 0.06% |
$435 - $485
|
7.99K
$718K
|