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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-284- 7.6% |
$23.8K - $27.7K
|
3.45K
$279K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-4.77K- 30.34% |
$400K - $465K
|
11K
$884K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-8.76K- 0.75% |
$734K - $855K
|
1.16M
$93.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.08KNew |
$258K - $301K
|
3.08K
$249K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.74K+ 57.47% |
$398K - $463K
|
13K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10.8K- 80.05% |
$907K - $1.06M
|
2.7K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
143+ 6.05% |
$12K - $14K
|
2.51K
$202K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-265K- 95.02% |
$22.2M - $25.9M
|
13.9K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8+ 0.23% |
$670 - $781
|
3.56K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-220- 7.42% |
$18.4K - $21.5K
|
2.74K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-33- 0.6% |
$2.77K - $3.22K
|
5.42K
$438K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-67- 2.76% |
$5.61K - $6.54K
|
2.36K
$190K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
3.2K+ 15.42% |
$268K - $312K
|
24K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
567+ 3.8% |
$47.5K - $55.3K
|
15.5K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
601+ 9.77% |
$50.4K - $58.6K
|
6.75K
$545K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.55K+ 5.98% |
$130K - $151K
|
27.5K
$2.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
107+ 7.8% |
$8.97K - $10.4K
|
1.48K
$119K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.19% |
$251 - $293
|
1.55K
$125K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.87KNew |
$240K - $280K
|
2.87K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-173- 5.1% |
$14.5K - $16.9K
|
3.22K
$260K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.54% |
$2.43K - $2.83K
|
5.38K
$435K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-474- 6.33% |
$39.7K - $46.3K
|
7.01K
$566K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
740+ 31.83% |
$62K - $72.2K
|
3.07K
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
315+ 11.71% |
$26.4K - $30.7K
|
3.01K
$243K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-205- 5.82% |
$17.2K - $20K
|
3.32K
$268K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-3.97K- 95.81% |
$333K - $388K
|
174
$14.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
258+ 3.94% |
$21.6K - $25.2K
|
6.81K
$550K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.74K+ 33.96% |
$314K - $365K
|
14.8K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-38- 0.65% |
$3.18K - $3.71K
|
5.79K
$468K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13+ 0.34% |
$1.09K - $1.27K
|
3.81K
$308K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-160- 7.7% |
$13.4K - $15.6K
|
1.92K
$155K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-391- 6.5% |
$32.8K - $38.2K
|
5.62K
$454K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-489- 7.16% |
$41K - $47.7K
|
6.34K
$512K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.14K+ 5.22% |
$95.4K - $111K
|
23K
$1.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
27.8KNew |
$2.33M - $2.71M
|
27.8K
$2.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.61K+ 2.58% |
$135K - $157K
|
63.9K
$5.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-608- 15.56% |
$51K - $59.3K
|
3.3K
$266K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
97+ 87.39% |
$8.13K - $9.47K
|
208
$16.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
699+ 3.66% |
$58.6K - $68.2K
|
19.8K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.25K+ 99.32% |
$524K - $610K
|
12.5K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-24.1K- 99.28% |
$2.02M - $2.35M
|
176
$14.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.31K- 1.12% |
$110K - $128K
|
116K
$9.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
202+ 3.07% |
$16.9K - $19.7K
|
6.78K
$547K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
176+ 3.67% |
$14.7K - $17.2K
|
4.97K
$401K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
317New |
$26.6K - $30.9K
|
317
$25.6K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
20+ 0.66% |
$1.68K - $1.95K
|
3.07K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-8- 2.84% |
$670 - $781
|
274
$22.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-103- 0.68% |
$8.63K - $10.1K
|
15.1K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-51K- 96.76% |
$4.28M - $4.98M
|
1.71K
$138K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-2K- 20.48% |
$168K - $195K
|
7.77K
$627K
|