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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3.86KNew |
$287K - $332K
|
3.86K
$364K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.32KNew |
$247K - $286K
|
3.32K
$313K
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3.19KNew |
$238K - $275K
|
3.19K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2.83KNew |
$210K - $244K
|
2.83K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.54KNew |
$189K - $219K
|
2.54K
$240K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.51KNew |
$187K - $217K
|
2.51K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
2.5K+ 24.04% |
$186K - $216K
|
12.9K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.5KNew |
$186K - $216K
|
2.5K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.49KNew |
$185K - $214K
|
2.49K
$235K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.41K+ 16.47% |
$179K - $207K
|
17K
$1.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.4KNew |
$179K - $207K
|
2.4K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.37KNew |
$177K - $204K
|
2.37K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.82K+ 67.68% |
$136K - $157K
|
4.51K
$425K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.42K+ 41.84% |
$106K - $122K
|
4.81K
$454K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.2KNew |
$89.1K - $103K
|
1.2K
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
600+ 9.39% |
$44.7K - $51.7K
|
6.99K
$660K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
600+ 14.63% |
$44.7K - $51.7K
|
4.7K
$443K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
521New |
$38.8K - $44.9K
|
521
$49.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
521New |
$38.8K - $44.9K
|
521
$49.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
442New |
$32.9K - $38.1K
|
442
$41.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
285New |
$21.2K - $24.6K
|
285
$26.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
270+ 2.9% |
$20.1K - $23.3K
|
9.58K
$904K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
209+ 243.02% |
$15.6K - $18K
|
295
$27.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
175New |
$13K - $15.1K
|
175
$16.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
162New |
$12.1K - $14K
|
162
$15.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
154New |
$11.5K - $13.3K
|
154
$14.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
150New |
$11.2K - $12.9K
|
150
$14.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
144New |
$10.7K - $12.4K
|
144
$13.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
116New |
$8.64K - $10K
|
116
$10.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
114New |
$8.49K - $9.83K
|
114
$10.8K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
100New |
$7.45K - $8.62K
|
100
$9.44K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
95+ 87.96% |
$7.07K - $8.19K
|
203
$19.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
82+ 136.67% |
$6.11K - $7.07K
|
142
$13.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
64+ 0.2% |
$4.77K - $5.52K
|
32.4K
$3.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
57New |
$4.24K - $4.91K
|
57
$5.38K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
50New |
$3.72K - $4.31K
|
50
$4.72K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
45+ 166.67% |
$3.35K - $3.88K
|
72
$6.79K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
45+ 3.63% |
$3.35K - $3.88K
|
1.29K
$121K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
41New |
$3.05K - $3.53K
|
41
$3.87K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
40New |
$2.98K - $3.45K
|
40
$3.77K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
20New |
$1.49K - $1.72K
|
20
$1.89K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
17New |
$1.27K - $1.47K
|
17
$1.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
13+ 0.08% |
$968 - $1.12K
|
16.1K
$1.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12New |
$894 - $1.03K
|
12
$1.13K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
12+ 0.65% |
$894 - $1.03K
|
1.87K
$176K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10New |
$745 - $862
|
10
$944
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
9New |
$670 - $776
|
9
$849
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
8New |
$596 - $690
|
8
$755
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
344KNew |
$26.8M - $29.5M
|
344K
$32.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
156KNew |
$12.1M - $13.3M
|
156K
$14.7M
|
|