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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.58KNew |
$658K - $702K
|
7.58K
$658K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-78.4K- 49.77% |
$6.8M - $7.26M
|
79.1K
$6.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.27KNew |
$197K - $210K
|
2.27K
$197K
|
|
|
Nov 10, 2025
Q3 2025
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
1+ 0.56% |
$86.7 - $92.6
|
179
$15.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-337- 1.59% |
$29.2K - $31.2K
|
20.9K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
465+ 1.95% |
$40.3K - $43.1K
|
24.3K
$2.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-153- 4.7% |
$13.3K - $14.2K
|
3.11K
$269K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-850- 1.65% |
$73.7K - $78.7K
|
50.6K
$4.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
615+ 23.39% |
$53.3K - $57K
|
3.24K
$281K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.73KNew |
$584K - $623K
|
6.73K
$584K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-461- 17.83% |
$40K - $42.7K
|
2.13K
$184K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.19% |
$86.7 - $92.6
|
525
$45.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
211New |
$18.3K - $19.5K
|
211
$18.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
55.3KNew |
$4.8M - $5.12M
|
55.3K
$4.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
41+ 8.35% |
$3.56K - $3.8K
|
532
$46.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-150- 3.93% |
$13K - $13.9K
|
3.66K
$318K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-355- 2.2% |
$30.8K - $32.9K
|
15.8K
$1.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-127- 0.47% |
$11K - $11.8K
|
26.8K
$2.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.18K- 11.25% |
$102K - $109K
|
9.31K
$808K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.24K+ 172.24% |
$368K - $393K
|
6.71K
$582K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-73.6K- 40.14% |
$6.38M - $6.81M
|
110K
$9.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-400- 3.41% |
$34.7K - $37K
|
11.3K
$983K
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
208+ 1.48% |
$18K - $19.3K
|
14.2K
$1.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-1.29K- 3.29% |
$112K - $119K
|
37.8K
$3.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-659- 0.45% |
$57.1K - $61K
|
145K
$12.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
12+ 0.34% |
$1.04K - $1.11K
|
3.53K
$306K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
112+ 1.81% |
$9.71K - $10.4K
|
6.31K
$548K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.57K- 6.01% |
$483K - $516K
|
87.1K
$7.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Iyo Bank, Ltd.
|
SELL
|
- |
-7.65K- 66.66% |
$663K - $708K
|
3.83K
$332K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-730- 6.63% |
$63.3K - $67.6K
|
10.3K
$892K
|
|
|
Nov 10, 2025
Q3 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-90- 1.53% |
$7.8K - $8.33K
|
5.78K
$502K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-743- 3.74% |
$64.4K - $68.8K
|
19.1K
$1.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
123+ 1.06% |
$10.7K - $11.4K
|
11.7K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.5K+ 45.6% |
$130K - $139K
|
4.8K
$416K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.91K- 4.38% |
$859K - $918K
|
217K
$18.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-124K- 44.19% |
$10.7M - $11.5M
|
156K
$13.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.16K+ 33.9% |
$101K - $108K
|
4.59K
$398K
|
|
|
Nov 07, 2025
Q3 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
20.8KNew |
$1.8M - $1.92M
|
20.8K
$1.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.58K- 2.95% |
$310K - $331K
|
118K
$10.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
SELL
|
- |
-2.17K- 45.45% |
$188K - $201K
|
2.6K
$226K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.37K+ 303.33% |
$118K - $126K
|
1.82K
$157K
|
|
|
Nov 07, 2025
Q3 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-12.2K- 13.97% |
$1.06M - $1.13M
|
75.3K
$6.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
497+ 7.49% |
$43.1K - $46K
|
7.14K
$619K
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-91- 3.24% |
$7.89K - $8.43K
|
2.72K
$236K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.89KNew |
$857K - $916K
|
9.89K
$858K
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-122- 1.3% |
$10.6K - $11.3K
|
9.27K
$804K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
18.9KNew |
$1.64M - $1.75M
|
18.9K
$1.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
247+ 0.44% |
$21.4K - $22.9K
|
56.9K
$4.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5+ 0.14% |
$434 - $463
|
3.65K
$317K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-336- 1.49% |
$29.1K - $31.1K
|
22.2K
$1.92M
|
|