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 |
---|---|---|---|---|---|---|---|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.28KNew |
$190K - $207K
|
2.28K
$210K
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.96K+ 1314.77% |
$163K - $178K
|
2.11K
$194K
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.95K+ 7.67% |
$162K - $177K
|
27.4K
$2.52M
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.87K+ 11.37% |
$155K - $170K
|
18.3K
$1.68M
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.7KNew |
$141K - $155K
|
1.7K
$156K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.64K+ 7.38% |
$136K - $149K
|
23.8K
$2.19M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.62K+ 0.33% |
$135K - $147K
|
499K
$45.9M
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1.57K+ 1.52% |
$131K - $143K
|
105K
$9.62M
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.56K+ 40.55% |
$130K - $142K
|
5.41K
$497K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.55K+ 25.12% |
$129K - $141K
|
7.73K
$711K
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
1.55K+ 6.46% |
$129K - $141K
|
25.5K
$2.34M
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
1.52K+ 9.82% |
$126K - $138K
|
17K
$1.56M
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.5KNew |
$124K - $136K
|
1.5K
$137K
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
1.41K+ 0.89% |
$117K - $128K
|
159K
$14.6M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.35K+ 300.89% |
$113K - $123K
|
1.8K
$166K
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
1.3K+ 119.85% |
$108K - $118K
|
2.38K
$219K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.26K+ 27.13% |
$105K - $115K
|
5.9K
$542K
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$104K - $114K
|
1.25K
$115K
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.17K+ 7.24% |
$96.9K - $106K
|
17.3K
$1.59M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.14K+ 9.96% |
$94.8K - $104K
|
12.6K
$1.16M
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.13K+ 15.19% |
$94K - $103K
|
8.57K
$788K
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.13K+ 9.33% |
$93.8K - $103K
|
13.2K
$1.21M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.12K+ 27.32% |
$93.4K - $102K
|
5.23K
$481K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.01K+ 10.48% |
$84.4K - $92.3K
|
10.7K
$983K
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
998+ 0.98% |
$83K - $90.8K
|
103K
$9.43M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
968+ 2.34% |
$80.5K - $88.1K
|
42.3K
$3.89M
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
845+ 1.5% |
$70.3K - $76.9K
|
57.1K
$5.25M
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
802+ 1.79% |
$66.7K - $73K
|
45.5K
$4.19M
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
713+ 12.22% |
$59.3K - $64.9K
|
6.55K
$602K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
690+ 13.61% |
$57.4K - $62.8K
|
5.76K
$530K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
688+ 5.0% |
$57.2K - $62.6K
|
14.5K
$1.33M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
651+ 46.67% |
$54.2K - $59.2K
|
2.05K
$188K
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
649+ 2.67% |
$54K - $59.1K
|
24.9K
$2.29M
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
630+ 8.32% |
$52.4K - $57.3K
|
8.2K
$754K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
608+ 23.62% |
$50.6K - $55.3K
|
3.18K
$293K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
590+ 21.88% |
$49.1K - $53.7K
|
3.29K
$302K
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
525+ 0.57% |
$43.7K - $47.8K
|
93.4K
$8.59M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
523+ 5.05% |
$43.5K - $47.6K
|
10.9K
$1M
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
521New |
$43.3K - $47.4K
|
521
$47.9K
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
521New |
$43.3K - $47.4K
|
521
$47.9K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
504+ 1.23% |
$41.9K - $45.9K
|
41.4K
$3.81M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
495+ 750.0% |
$41.2K - $45K
|
561
$51.6K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
470+ 8.11% |
$39.1K - $42.8K
|
6.27K
$576K
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
442+ 4.67% |
$36.8K - $40.2K
|
9.91K
$911K
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
380+ 6.94% |
$31.6K - $34.6K
|
5.86K
$538K
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
365+ 9.48% |
$30.4K - $33.2K
|
4.22K
$387K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
363+ 2.15% |
$30.2K - $33K
|
17.3K
$1.59M
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
360+ 3.92% |
$29.9K - $32.8K
|
9.55K
$878K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
356New |
$29.6K - $32.4K
|
356
$32.7K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
345+ 11.39% |
$28.7K - $31.4K
|
3.37K
$310K
|