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 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
5.13KNew |
$350K - $430K
|
5.13K
$472K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.53KNew |
$309K - $379K
|
4.53K
$416K
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
4.04KNew |
$275K - $338K
|
4.04K
$371K
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.79KNew |
$258K - $317K
|
3.79K
$348K
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.77KNew |
$257K - $316K
|
3.77K
$347K
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
2.57KNew |
$175K - $215K
|
2.57K
$236K
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
1.83KNew |
$125K - $154K
|
1.83K
$169K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
790+ 0.99% |
$53.9K - $66.2K
|
80.5K
$7.4M
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
630New |
$43K - $52.8K
|
630
$57.9K
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
PUT |
550New |
$37.5K - $46.1K
|
550
$50.6K
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
500New |
$34.1K - $41.9K
|
500
$46K
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
441New |
$30.1K - $36.9K
|
441
$40.5K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
359New |
$24.5K - $30.1K
|
359
$33K
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
303New |
$20.7K - $25.4K
|
303
$27.9K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
293New |
$20K - $24.5K
|
293
$26.9K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
250New |
$17K - $20.9K
|
250
$23K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
250New |
$17K - $20.9K
|
250
$23K
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
227New |
$15.5K - $19K
|
227
$20.9K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
216New |
$14.7K - $18.1K
|
216
$19.9K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
188New |
$12.8K - $15.7K
|
188
$17.3K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
181+ 100.0% |
$12.3K - $15.2K
|
362
$33.3K
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
100+ 909.09% |
$6.82K - $8.38K
|
111
$10.2K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
99New |
$6.75K - $8.29K
|
99
$9.1K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
61New |
$4.16K - $5.11K
|
61
$5.61K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
50New |
$3.41K - $4.19K
|
50
$4.6K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
46New |
$3.14K - $3.85K
|
46
$4.23K
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
30New |
$2.05K - $2.51K
|
30
$2.76K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
30New |
$2.05K - $2.51K
|
30
$2.76K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
27New |
$1.84K - $2.26K
|
27
$2.48K
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
23New |
$1.57K - $1.93K
|
23
$2.11K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
20New |
$1.36K - $1.68K
|
20
$1.84K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
20+ 100.0% |
$1.36K - $1.68K
|
40
$3.68K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
13+ 0.17% |
$886 - $1.09K
|
7.55K
$694K
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5New |
$341 - $419
|
5
$460
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.3% |
$68.2 - $83.8
|
78
$7.17K
|
|
Q3 2022 | |||||||
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
684K+ 161.61% |
$46M - $55.7M
|
1.11M
$102M
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
75.1KNew |
$5.06M - $6.12M
|
75.1K
$6.91M
|
|
Nov 14, 2022
Q3 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
9.66KNew |
$650K - $787K
|
9.66K
$888K
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.15KNew |
$212K - $257K
|
3.15K
$289K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.51K+ 2.32% |
$169K - $204K
|
111K
$10.2M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
755New |
$50.8K - $61.5K
|
755
$69.4K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
504New |
$33.9K - $41.1K
|
504
$46.3K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
502New |
$33.8K - $40.9K
|
502
$46.1K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
339+ 3390.0% |
$22.8K - $27.6K
|
349
$32.1K
|
|
Nov 14, 2022
Q3 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
285+ 1.24% |
$19.2K - $23.2K
|
23.3K
$2.14M
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
275New |
$18.5K - $22.4K
|
275
$25.3K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
213New |
$14.3K - $17.4K
|
213
$19.6K
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
150+ 3.59% |
$10.1K - $12.2K
|
4.33K
$398K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
138+ 2.57% |
$9.29K - $11.2K
|
5.51K
$507K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
64New |
$4.31K - $5.22K
|
64
$5.88K
|