Latest Institutional Transactions on Select Sector Spdr Fd Material (XLB)
This table provides information on the latest institutional transactions involving Select Sector Spdr Fd Material (XLB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-704- 3.18% |
$58.6K - $64.1K
|
21.4K
$1.73M
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
12+ 0.46% |
$998 - $1.09K
|
2.63K
$212K
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
57+ 1.83% |
$4.74K - $5.19K
|
3.18K
$257K
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
4.29KNew |
$357K - $391K
|
4.29K
$347K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$83.2 - $91
|
2.54K
$205K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
232+ 3.12% |
$19.3K - $21.1K
|
7.68K
$620K
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
515KNew |
$42.8M - $46.8M
|
515K
$41.6M
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-291K- 25.84% |
$24.2M - $26.4M
|
834K
$67.3M
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
34+ 0.8% |
$2.83K - $3.09K
|
4.31K
$348K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 1.89% |
$83.2 - $91
|
52
$4.2K
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
54+ 17.31% |
$4.49K - $4.91K
|
366
$29.6K
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-536- 3.97% |
$44.6K - $48.8K
|
13K
$1.05M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.38K- 5.73% |
$365K - $399K
|
72.1K
$5.82M
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
7+ 1.56% |
$582 - $637
|
457
$36.9K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-600- 10.08% |
$49.9K - $54.6K
|
5.35K
$432K
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-917- 7.19% |
$76.3K - $83.4K
|
11.8K
$956K
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
804+ 7.21% |
$66.9K - $73.2K
|
12K
$965K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
504+ 1.23% |
$41.9K - $45.9K
|
41.4K
$3.34M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-442- 5.82% |
$36.8K - $40.2K
|
7.15K
$577K
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-242- 1.91% |
$20.1K - $22K
|
12.4K
$1M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.75K- 15.05% |
$312K - $341K
|
21.2K
$1.71M
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
90+ 18.26% |
$7.49K - $8.19K
|
583
$47.1K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
356New |
$29.6K - $32.4K
|
356
$28.7K
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-8.37K- 75.35% |
$697K - $762K
|
2.74K
$221K
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.08K- 5.18% |
$256K - $280K
|
56.3K
$4.55M
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
609+ 1.24% |
$50.7K - $55.4K
|
49.6K
$4M
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-378- 5.5% |
$31.4K - $34.4K
|
6.49K
$524K
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.75KNew |
$146K - $159K
|
1.75K
$141K
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.1KNew |
$508K - $555K
|
6.1K
$493K
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-245- 6.82% |
$20.4K - $22.3K
|
3.35K
$270K
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-44- 0.04% |
$3.66K - $4K
|
117K
$9.43M
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
158K+ 563.6% |
$13.2M - $14.4M
|
186K
$15M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-206- 2.03% |
$17.1K - $18.7K
|
9.93K
$802K
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
37+ 0.47% |
$3.08K - $3.37K
|
7.91K
$639K
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
27.7K+ 198.49% |
$2.31M - $2.52M
|
41.7K
$3.37M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-823- 15.16% |
$68.5K - $74.9K
|
4.61K
$372K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
7.25K+ 25.75% |
$603K - $660K
|
35.4K
$2.86M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.37KNew |
$197K - $215K
|
2.37K
$191K
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-253- 2.91% |
$21K - $23K
|
8.43K
$681K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-10.4K- 70.69% |
$861K - $942K
|
4.29K
$346K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8+ 0.44% |
$666 - $728
|
1.81K
$146K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-5.32K- 3.98% |
$442K - $484K
|
128K
$10.4M
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-585- 49.45% |
$48.7K - $53.2K
|
598
$48.3K
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-74K- 59.18% |
$6.15M - $6.73M
|
51K
$4.12M
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.25K+ 16.67% |
$104K - $114K
|
8.74K
$706K
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.49K- 15.04% |
$124K - $135K
|
8.39K
$677K
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
232+ 1.71% |
$19.3K - $21.1K
|
13.8K
$1.12M
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
241+ 4.79% |
$20K - $21.9K
|
5.27K
$425K
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-6- 33.33% |
$499 - $546
|
12
$969
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.81K- 7.6% |
$150K - $164K
|
21.9K
$1.77M
|