Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-3.79KClosed |
$284K - $314K
|
0
$0
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-3.35K- 51.23% |
$251K - $278K
|
3.19K
$291K
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.59KClosed |
$194K - $214K
|
0
$0
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.24K- 9.46% |
$168K - $186K
|
21.5K
$1.96M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.86K- 66.27% |
$140K - $154K
|
947
$86.4K
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 13.51% |
$83.6K - $92.4K
|
7.14K
$651K
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-859- 7.67% |
$64.4K - $71.2K
|
10.3K
$944K
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-858- 3.0% |
$64.4K - $71.1K
|
27.7K
$2.53M
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-554- 10.67% |
$41.6K - $45.9K
|
4.64K
$423K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-439- 62.8% |
$32.9K - $36.4K
|
260
$23.7K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-143- 5.41% |
$10.7K - $11.9K
|
2.5K
$228K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-135- 8.84% |
$10.1K - $11.2K
|
1.39K
$127K
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-129- 52.23% |
$9.68K - $10.7K
|
118
$10.8K
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-100- 3.94% |
$7.5K - $8.29K
|
2.44K
$223K
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-88- 0.49% |
$6.6K - $7.29K
|
17.8K
$1.62M
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-65- 16.17% |
$4.88K - $5.39K
|
337
$30.8K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-34- 3.29% |
$2.55K - $2.82K
|
1K
$91.3K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-23- 12.92% |
$1.73K - $1.91K
|
155
$14.1K
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-7Closed |
$525 - $580
|
0
$0
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-5- 0.65% |
$375 - $414
|
767
$70K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-54.3K- 62.07% |
$4.1M - $4.63M
|
33.2K
$3.03M
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-14.1K- 80.0% |
$1.06M - $1.2M
|
3.52K
$321K
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
PUT |
-4.5K- 13.64% |
$340K - $383K
|
28.5K
$2.6M
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-629- 51.18% |
$47.5K - $53.6K
|
600
$54.8K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-600- 80.0% |
$45.3K - $51.1K
|
150
$13.7K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-248- 6.64% |
$18.7K - $21.1K
|
3.49K
$318K
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-167Closed |
$12.6K - $14.2K
|
0
$0
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-78- 20.69% |
$5.89K - $6.65K
|
299
$27.3K
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-48- 0.24% |
$3.62K - $4.09K
|
19.7K
$1.8M
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-31- 41.89% |
$2.34K - $2.64K
|
43
$3.93K
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-20- 1.47% |
$1.51K - $1.7K
|
1.34K
$122K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-10- 4.29% |
$755 - $852
|
223
$20.4K
|
|
Q4 2022 | |||||||
Jan 31, 2023
Q4 2022
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-462K- 99.21% |
$31.5M - $38.7M
|
3.66K
$334K
|
|
Feb 09, 2023
Q4 2022
|
Tiff Advisory Services Inc
|
SELL
|
- |
-89.8K- 83.38% |
$6.12M - $7.52M
|
17.9K
$1.63M
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-25.1K- 88.31% |
$1.71M - $2.1M
|
3.32K
$303K
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-24.1K- 99.59% |
$1.64M - $2.02M
|
100
$9.13K
|
|
Feb 14, 2023
Q4 2022
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-17.5KClosed |
$1.19M - $1.47M
|
0
$0
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-8.78K- 22.56% |
$599K - $735K
|
30.1K
$2.75M
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-6.8K- 68.56% |
$464K - $570K
|
3.12K
$285K
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-6.25K- 58.86% |
$426K - $524K
|
4.37K
$399K
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-5.66K- 55.57% |
$386K - $474K
|
4.53K
$413K
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-4.83K- 53.5% |
$329K - $404K
|
4.2K
$383K
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.6K- 55.94% |
$314K - $386K
|
3.63K
$331K
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.8K- 51.12% |
$259K - $318K
|
3.63K
$332K
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.28K- 48.72% |
$224K - $275K
|
3.45K
$315K
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.13K- 38.15% |
$213K - $262K
|
5.07K
$463K
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-767- 7.13% |
$52.3K - $64.2K
|
9.99K
$912K
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
SELL
|
- |
-304- 9.65% |
$20.7K - $25.5K
|
2.85K
$260K
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-250- 33.33% |
$17K - $20.9K
|
500
$45.6K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-243- 81.0% |
$16.6K - $20.4K
|
57
$5.2K
|