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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-791- 17.17% |
$58.7K - $70.3K
|
3.82K
$331K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.01K+ 28.47% |
$595K - $712K
|
36.2K
$3.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-13.6K- 6.45% |
$1.01M - $1.21M
|
197K
$17.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-170- 72.65% |
$12.6K - $15.1K
|
64
$5.55K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.48K- 31.29% |
$110K - $132K
|
3.25K
$282K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-140- 4.16% |
$10.4K - $12.4K
|
3.23K
$280K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-3.27K- 33.94% |
$242K - $290K
|
6.36K
$552K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
187+ 1.96% |
$13.9K - $16.6K
|
9.75K
$846K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
33+ 14.86% |
$2.45K - $2.93K
|
255
$22.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
15K+ 20.8% |
$1.11M - $1.33M
|
86.9K
$7.54M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-753- 11.89% |
$55.9K - $67K
|
5.58K
$484K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.44KNew |
$256K - $306K
|
3.44K
$299K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
44New |
$3.27K - $3.91K
|
44
$3.82K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.62KNew |
$269K - $322K
|
3.62K
$314K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
249+ 488.24% |
$18.5K - $22.1K
|
300
$26K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-12- 5.19% |
$891 - $1.07K
|
219
$19K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
100New |
$7.43K - $8.89K
|
100
$8.68K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
44New |
$3.27K - $3.91K
|
44
$3.82K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.43K+ 11941.67% |
$106K - $127K
|
1.45K
$125K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
5.8K+ 158.43% |
$431K - $516K
|
9.46K
$821K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
17.1KNew |
$1.27M - $1.52M
|
17.1K
$1.49M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.87KNew |
$510K - $611K
|
6.87K
$596K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-5- 0.22% |
$371 - $445
|
2.28K
$197K
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
SELL
|
- |
-75- 1.59% |
$5.57K - $6.67K
|
4.65K
$403K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
19New |
$1.41K - $1.69K
|
19
$1.65K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
309+ 11.91% |
$22.9K - $27.5K
|
2.9K
$252K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-271- 7.14% |
$20.1K - $24.1K
|
3.53K
$306K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-92- 1.6% |
$6.83K - $8.18K
|
5.64K
$490K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.05K- 37.06% |
$301K - $360K
|
6.88K
$597K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1KNew |
$74.3K - $88.9K
|
1K
$86.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
150New |
$11.1K - $13.3K
|
150
$13K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
226New |
$16.8K - $20.1K
|
226
$19.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-55- 1.14% |
$4.08K - $4.89K
|
4.75K
$412K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.86K- 40.96% |
$138K - $165K
|
2.68K
$232K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
400New |
$29.7K - $35.6K
|
400
$34.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
38+ 1.62% |
$2.82K - $3.38K
|
2.38K
$206K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-718- 8.7% |
$53.3K - $63.8K
|
7.54K
$654K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-141- 8.48% |
$10.5K - $12.5K
|
1.52K
$132K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
13+ 0.55% |
$966 - $1.16K
|
2.36K
$204K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.05KNew |
$226K - $271K
|
3.05K
$264K
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-5.24K- 29.44% |
$389K - $466K
|
12.6K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.51% |
$297 - $356
|
794
$68.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-125- 4.42% |
$9.28K - $11.1K
|
2.7K
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-150- 28.85% |
$11.1K - $13.3K
|
370
$32.1K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
169New |
$12.6K - $15K
|
169
$14.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
38New |
$2.82K - $3.38K
|
38
$3.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
13+ 0.02% |
$966 - $1.16K
|
69K
$5.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.5K- 12.59% |
$111K - $133K
|
10.4K
$903K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 1.92% |
$74.3 - $88.9
|
51
$4.43K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-12- 7.59% |
$891 - $1.07K
|
146
$12.7K
|
|