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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
5.34K+ 4.51% |
$463K - $495K
|
124K
$10.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
240+ 1.96% |
$20.8K - $22.2K
|
12.5K
$1.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
505+ 3.85% |
$43.8K - $46.8K
|
13.6K
$1.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-238- 1.06% |
$20.6K - $22K
|
22.3K
$1.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-23.9K- 45.65% |
$2.07M - $2.21M
|
28.5K
$2.47M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
195+ 4.42% |
$16.9K - $18.1K
|
4.61K
$400K
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 1.92% |
$26K - $27.8K
|
15.3K
$1.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.01K+ 86.44% |
$521K - $557K
|
13K
$1.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-150- 3.89% |
$13K - $13.9K
|
3.71K
$322K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
74+ 0.44% |
$6.42K - $6.85K
|
16.9K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-1.26K- 11.71% |
$109K - $116K
|
9.47K
$822K
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-4.46K- 7.82% |
$386K - $413K
|
52.5K
$4.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.88K+ 3.74% |
$163K - $174K
|
52.1K
$4.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-245- 1.54% |
$21.2K - $22.7K
|
15.7K
$1.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
51.2KNew |
$4.44M - $4.74M
|
51.2K
$4.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-779- 1.28% |
$67.6K - $72.1K
|
60.2K
$5.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
10.2K+ 389.04% |
$887K - $947K
|
12.9K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 0.06% |
$347 - $370
|
6.63K
$575K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-174- 6.99% |
$15.1K - $16.1K
|
2.32K
$201K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
233+ 17.71% |
$20.2K - $21.6K
|
1.55K
$134K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
486+ 2.65% |
$42.1K - $45K
|
18.8K
$1.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
16+ 0.13% |
$1.39K - $1.48K
|
12.7K
$1.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
5.5KNew |
$477K - $509K
|
5.5K
$477K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.57K+ 190.79% |
$223K - $238K
|
3.91K
$340K
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-25- 0.43% |
$2.17K - $2.32K
|
5.73K
$497K
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
BUY
|
- |
101+ 0.66% |
$8.76K - $9.35K
|
15.4K
$1.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
205+ 8.82% |
$17.8K - $19K
|
2.53K
$219K
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
454+ 1.39% |
$39.4K - $42K
|
33.2K
$2.88M
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-559- 3.36% |
$48.5K - $51.8K
|
16.1K
$1.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
470+ 2.13% |
$40.8K - $43.5K
|
22.6K
$1.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.56K+ 14.95% |
$222K - $237K
|
19.7K
$1.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-5- 8.62% |
$434 - $463
|
53
$4.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
165+ 4.2% |
$14.3K - $15.3K
|
4.09K
$355K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
639+ 6.6% |
$55.4K - $59.2K
|
10.3K
$896K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.24K- 5.55% |
$108K - $115K
|
21.1K
$1.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-74- 80.43% |
$6.42K - $6.85K
|
18
$1.56K
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
715+ 19.11% |
$62K - $66.2K
|
4.46K
$387K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
300+ 18.24% |
$26K - $27.8K
|
1.95K
$169K
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$86.7 - $92.6
|
3.33K
$289K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
41+ 1.34% |
$3.56K - $3.8K
|
3.1K
$269K
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-73- 2.44% |
$6.33K - $6.76K
|
2.91K
$253K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-23- 9.24% |
$1.99K - $2.13K
|
226
$19.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-146- 2.74% |
$12.7K - $13.5K
|
5.18K
$449K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
281+ 11.58% |
$24.4K - $26K
|
2.71K
$235K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.96K+ 185.32% |
$690K - $737K
|
12.2K
$1.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-959- 8.54% |
$83.2K - $88.8K
|
10.3K
$892K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-9- 4.39% |
$780 - $833
|
196
$17K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-33- 0.6% |
$2.86K - $3.06K
|
5.47K
$474K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-269- 0.86% |
$23.3K - $24.9K
|
31K
$2.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.46KNew |
$214K - $228K
|
2.46K
$214K
|
|