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 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-125- 2.31% |
$10.5K - $12.2K
|
5.3K
$460K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
59New |
$4.94K - $5.76K
|
59
$5.12K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-123- 1.56% |
$10.3K - $12K
|
7.78K
$675K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
260+ 6.68% |
$21.8K - $25.4K
|
4.15K
$360K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
1.55KNew |
$130K - $151K
|
1.55K
$134K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
9.51KNew |
$797K - $928K
|
9.51K
$825K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
951+ 24.66% |
$79.7K - $92.8K
|
4.81K
$417K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.55K+ 5.98% |
$130K - $151K
|
27.5K
$2.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.87KNew |
$240K - $280K
|
2.87K
$249K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-173- 5.1% |
$14.5K - $16.9K
|
3.22K
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
740+ 31.83% |
$62K - $72.2K
|
3.07K
$266K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
315+ 11.71% |
$26.4K - $30.7K
|
3.01K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-24.1K- 99.28% |
$2.02M - $2.35M
|
176
$15.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.7K- 13.18% |
$143K - $166K
|
11.2K
$972K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
8.65KNew |
$725K - $844K
|
8.65K
$750K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
398+ 11.74% |
$33.4K - $38.8K
|
3.79K
$329K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1K+ 4.66% |
$84.1K - $97.9K
|
22.5K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.33KNew |
$111K - $130K
|
1.33K
$115K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 14.29% |
$4.19K - $4.88K
|
300
$26K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
135New |
$11.3K - $13.2K
|
135
$11.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
15.4KNew |
$1.29M - $1.5M
|
15.4K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-4.08K- 49.8% |
$342K - $398K
|
4.12K
$357K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
50+ 66.67% |
$4.19K - $4.88K
|
125
$10.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-21.4K- 73.18% |
$1.79M - $2.09M
|
7.85K
$681K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-8.16K- 72.56% |
$683K - $796K
|
3.09K
$268K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-712- 17.07% |
$59.7K - $69.5K
|
3.46K
$300K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
52+ 17.93% |
$4.36K - $5.07K
|
342
$29.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.69KNew |
$225K - $262K
|
2.69K
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
105New |
$8.8K - $10.2K
|
105
$9.11K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.22K- 35.79% |
$102K - $119K
|
2.19K
$190K
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
4.86K+ 11.67% |
$408K - $475K
|
46.5K
$4.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-177- 28.73% |
$14.8K - $17.3K
|
439
$38.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-115- 3.09% |
$9.64K - $11.2K
|
3.61K
$313K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.2KNew |
$436K - $507K
|
5.2K
$451K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
150New |
$12.6K - $14.6K
|
150
$13K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-952- 20.4% |
$79.8K - $92.9K
|
3.71K
$322K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100- 32.26% |
$8.38K - $9.76K
|
210
$18.2K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
89New |
$7.46K - $8.68K
|
89
$7.72K
|
|
| Q3 2024 | |||||||
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1- 2.63% |
$87 - $97.1
|
37
$3.21K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
2.73KNew |
$237K - $265K
|
2.73K
$237K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-548- 98.56% |
$47.6K - $53.2K
|
8
$694
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
23New |
$2K - $2.23K
|
23
$2K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.18KNew |
$276K - $308K
|
3.18K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-13.5K- 58.05% |
$1.17M - $1.31M
|
9.73K
$844K
|
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
65.5KNew |
$5.7M - $6.36M
|
65.5K
$5.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
CALL |
3.3KNew |
$287K - $320K
|
3.3K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.68K- 36.56% |
$233K - $260K
|
4.64K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-261- 6.47% |
$22.7K - $25.3K
|
3.78K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
185KNew |
$16.1M - $18M
|
185K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
74KNew |
$6.43M - $7.18M
|
74K
$6.42M
|
|