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 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
17KNew |
$1.42M - $1.66M
|
17K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
729+ 6.21% |
$61.1K - $71.1K
|
12.5K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
256+ 4.48% |
$21.5K - $25K
|
5.97K
$482K
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.59KNew |
$301K - $351K
|
3.59K
$290K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
711+ 2.85% |
$59.6K - $69.4K
|
25.6K
$2.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.44M+ 143.47% |
$120M - $140M
|
2.44M
$197M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
11.4K+ 6.57% |
$957K - $1.11M
|
185K
$15M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.7K- 13.18% |
$143K - $166K
|
11.2K
$905K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-525- 14.16% |
$44K - $51.2K
|
3.18K
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-52- 1.45% |
$4.36K - $5.07K
|
3.55K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.6% |
$168 - $195
|
335
$27.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
331+ 5.26% |
$27.7K - $32.3K
|
6.62K
$535K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-42.1K- 60.44% |
$3.53M - $4.11M
|
27.6K
$2.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
33+ 6.78% |
$2.77K - $3.22K
|
520
$42K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.69K+ 77.15% |
$226K - $263K
|
6.18K
$499K
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
18KNew |
$1.51M - $1.75M
|
18K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-375- 12.7% |
$31.4K - $36.6K
|
2.58K
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
670+ 3.81% |
$56.1K - $65.4K
|
18.2K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-6.57K- 72.67% |
$551K - $641K
|
2.47K
$200K
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
2.65K+ 6.28% |
$222K - $258K
|
44.7K
$3.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-124- 2.96% |
$10.4K - $12.1K
|
4.06K
$328K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
8.65KNew |
$725K - $844K
|
8.65K
$698K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
398+ 11.74% |
$33.4K - $38.8K
|
3.79K
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-695K- 99.48% |
$58.2M - $67.8M
|
3.64K
$294K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-344- 9.36% |
$28.8K - $33.6K
|
3.33K
$269K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
617+ 5.07% |
$51.7K - $60.2K
|
12.8K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
64+ 1.75% |
$5.36K - $6.25K
|
3.72K
$300K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
227+ 6.21% |
$19K - $22.2K
|
3.88K
$314K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.89K- 75.73% |
$242K - $282K
|
926
$74.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
114K+ 220.82% |
$9.54M - $11.1M
|
165K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-187K- 91.39% |
$15.7M - $18.2M
|
17.6K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1K+ 4.66% |
$84.1K - $97.9K
|
22.5K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
236+ 7.45% |
$19.8K - $23K
|
3.4K
$275K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1+ 0.02% |
$83.8 - $97.6
|
4.72K
$381K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-150- 1.99% |
$12.6K - $14.6K
|
7.41K
$598K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-291- 10.71% |
$24.4K - $28.4K
|
2.43K
$196K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
162+ 1.15% |
$13.6K - $15.8K
|
14.2K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.31K+ 3.27% |
$445K - $518K
|
168K
$13.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.33KNew |
$111K - $130K
|
1.33K
$107K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-5.31K- 61.15% |
$445K - $518K
|
3.37K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 14.29% |
$4.19K - $4.88K
|
300
$24.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
156+ 6.98% |
$13.1K - $15.2K
|
2.39K
$193K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
135New |
$11.3K - $13.2K
|
135
$10.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
15.4KNew |
$1.29M - $1.5M
|
15.4K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
1+ 2.44% |
$83.8 - $97.6
|
42
$3.39K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.78K+ 54.68% |
$149K - $174K
|
5.04K
$407K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-154- 5.07% |
$12.9K - $15K
|
2.88K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-4.08K- 49.8% |
$342K - $398K
|
4.12K
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
50+ 66.67% |
$4.19K - $4.88K
|
125
$10.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.29% |
$754 - $878
|
3.14K
$254K
|