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 |
---|---|---|---|---|---|---|---|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
250New |
$18.4K - $20.9K
|
250
$21.9K
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
227New |
$16.7K - $19K
|
227
$19.9K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
216New |
$15.9K - $18.1K
|
216
$19K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
188New |
$13.9K - $15.7K
|
188
$16.5K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
181+ 100.0% |
$13.4K - $15.2K
|
362
$31.8K
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
100+ 909.09% |
$7.38K - $8.38K
|
111
$9.74K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
99New |
$7.3K - $8.29K
|
99
$8.69K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
61New |
$4.5K - $5.11K
|
61
$5.35K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
50New |
$3.69K - $4.19K
|
50
$4.39K
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 16.67% |
$3.69K - $4.19K
|
350
$30.7K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
46New |
$3.39K - $3.85K
|
46
$4.04K
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
30New |
$2.21K - $2.51K
|
30
$2.63K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
30New |
$2.21K - $2.51K
|
30
$2.63K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
27New |
$1.99K - $2.26K
|
27
$2.37K
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
23New |
$1.7K - $1.93K
|
23
$2.02K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
20New |
$1.48K - $1.68K
|
20
$1.76K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
20+ 100.0% |
$1.48K - $1.68K
|
40
$3.51K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
13+ 0.17% |
$959 - $1.09K
|
7.55K
$663K
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5New |
$369 - $419
|
5
$439
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.3% |
$73.8 - $83.8
|
78
$6.85K
|
|
Q3 2022 | |||||||
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
684K+ 161.61% |
N/A
|
1.11M
$97.1M
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
185K+ 620.46% |
N/A
|
215K
$18.8M
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
75.1KNew |
N/A
|
75.1K
$6.59M
|
|
Nov 14, 2022
Q3 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
9.66KNew |
N/A
|
9.66K
$847K
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
BUY
|
- |
4.52KNew |
N/A
|
4.52K
$397K
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.15KNew |
N/A
|
3.15K
$276K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.51K+ 2.32% |
N/A
|
111K
$9.71M
|
|
Nov 09, 2022
Q3 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
924+ 2.56% |
N/A
|
37K
$3.25M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
755New |
N/A
|
755
$66.3K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
504New |
N/A
|
504
$44.2K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
502New |
N/A
|
502
$44.1K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
339+ 3390.0% |
N/A
|
349
$30.6K
|
|
Nov 14, 2022
Q3 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
285+ 1.24% |
N/A
|
23.3K
$2.04M
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
275New |
N/A
|
275
$24.1K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
213New |
N/A
|
213
$18.7K
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
150+ 3.59% |
N/A
|
4.33K
$380K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
138+ 2.57% |
N/A
|
5.51K
$484K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
64New |
N/A
|
64
$5.62K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
21New |
N/A
|
21
$1.84K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
6+ 0.51% |
N/A
|
1.18K
$104K
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
BUY
|
- |
1+ 0.49% |
N/A
|
206
$18.1K
|
|
Q2 2022 | |||||||
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
106K+ 122.85% |
N/A
|
191K
$16.8M
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
85.5K+ 12.16% |
N/A
|
788K
$69.2M
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
85.4K+ 12.16% |
N/A
|
788K
$69.1M
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
64.9KNew |
N/A
|
64.9K
$5.7M
|
|
Aug 15, 2022
Q2 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
49.2KNew |
N/A
|
49.2K
$4.31M
|
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
35.9KNew |
N/A
|
35.9K
$3.15M
|
|
Aug 12, 2022
Q2 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
25KNew |
N/A
|
25K
$2.19M
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
22.2K+ 173.44% |
N/A
|
35K
$3.07M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
19.9KNew |
N/A
|
19.9K
$1.75M
|