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 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
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.91KNew |
$253K - $270K
|
2.91K
$253K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4- 1.18% |
$347 - $370
|
334
$29K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
930+ 7.22% |
$80.6K - $86.1K
|
13.8K
$1.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
498+ 7.03% |
$43.2K - $46.1K
|
7.58K
$657K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
16+ 0.39% |
$1.39K - $1.48K
|
4.08K
$354K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.91K- 44.46% |
$166K - $177K
|
2.39K
$207K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
15.7KNew |
$1.36M - $1.45M
|
15.7K
$1.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
508+ 4.12% |
$44.1K - $47K
|
12.8K
$1.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.13K- 9.36% |
$97.9K - $105K
|
10.9K
$948K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
11+ 0.35% |
$954 - $1.02K
|
3.16K
$274K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
165+ 5.52% |
$14.3K - $15.3K
|
3.15K
$274K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-94- 3.09% |
$8.15K - $8.71K
|
2.95K
$256K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
200+ 7.29% |
$17.3K - $18.5K
|
2.94K
$255K
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-291- 5.12% |
$25.2K - $26.9K
|
5.39K
$468K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
617+ 2.75% |
$53.5K - $57.1K
|
23.1K
$2M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-90- 2.18% |
$7.8K - $8.33K
|
4.04K
$351K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
40.5K+ 804.09% |
$3.51M - $3.75M
|
45.5K
$3.95M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
743+ 16.51% |
$64.4K - $68.8K
|
5.24K
$455K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
12.6K+ 22.89% |
$1.1M - $1.17M
|
67.9K
$5.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-898- 9.46% |
$77.9K - $83.2K
|
8.59K
$745K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-2- 4.76% |
$173 - $185
|
40
$3.47K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.94KNew |
$255K - $272K
|
2.94K
$255K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-320- 1.61% |
$27.8K - $29.6K
|
19.6K
$1.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
36+ 0.27% |
$3.12K - $3.33K
|
13.2K
$1.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
19.1K+ 11.94% |
$1.66M - $1.77M
|
179K
$15.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
7.21K+ 33.55% |
$625K - $667K
|
28.7K
$2.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-271- 0.46% |
$23.5K - $25.1K
|
58.9K
$5.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.32% |
$867 - $926
|
3.17K
$275K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-11.8K- 13.94% |
$1.02M - $1.09M
|
72.6K
$6.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1New |
$86.7 - $92.6
|
1
$86.8
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-281- 5.88% |
$24.4K - $26K
|
4.49K
$390K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.6K+ 150.32% |
$225K - $241K
|
4.33K
$376K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-728- 0.95% |
$63.1K - $67.4K
|
76.1K
$6.61M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3- 1.22% |
$260 - $278
|
242
$21K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.52K+ 25.57% |
$132K - $141K
|
7.48K
$649K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
SELL
|
- |
-1.12K- 3.72% |
$97.3K - $104K
|
29K
$2.52M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4.76KNew |
$413K - $441K
|
4.76K
$413K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-175- 1.55% |
$15.2K - $16.2K
|
11.2K
$968K
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
656+ 6.44% |
$56.9K - $60.8K
|
10.8K
$941K
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.74K+ 22.67% |
$237K - $253K
|
14.8K
$1.28M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.25KNew |
$282K - $301K
|
3.25K
$282K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
416+ 3.49% |
$36.1K - $38.5K
|
12.3K
$1.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.12K+ 116.42% |
$271K - $289K
|
5.8K
$503K
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-442- 8.21% |
$38.3K - $40.9K
|
4.94K
$429K
|
|
|
Oct 09, 2025
Q3 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-17- 0.13% |
$1.47K - $1.57K
|
13K
$1.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-453- 14.06% |
$39.3K - $42K
|
2.77K
$240K
|
|