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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.57KNew |
$635K - $739K
|
7.57K
$612K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-58.9K- 51.35% |
$4.94M - $5.75M
|
55.8K
$4.51M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-93K- 99.89% |
$7.8M - $9.08M
|
104
$8.4K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12K- 13.34% |
$1.01M - $1.17M
|
78.1K
$6.31M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
384+ 0.33% |
$32.2K - $37.5K
|
118K
$9.49M
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
14.4KNew |
$1.21M - $1.41M
|
14.4K
$1.16M
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
798+ 5.06% |
$66.9K - $77.9K
|
16.6K
$1.34M
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-58.5K- 14.79% |
$4.9M - $5.71M
|
337K
$27.2M
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-161- 0.8% |
$13.5K - $15.7K
|
19.9K
$1.61M
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
129New |
$10.8K - $12.6K
|
129
$10.4K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
92New |
$7.71K - $8.98K
|
92
$7.43K
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
3.69KNew |
$309K - $360K
|
3.69K
$298K
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
43.9KNew |
$3.68M - $4.28M
|
43.9K
$3.54M
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.75K+ 7.51% |
$230K - $268K
|
39.3K
$3.18M
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-282- 5.2% |
$23.6K - $27.5K
|
5.15K
$416K
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.33K- 3.37% |
$279K - $325K
|
95.5K
$7.71M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
26.1K+ 3.58% |
$2.19M - $2.55M
|
756K
$61M
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
6.6KNew |
$553K - $644K
|
6.6K
$533K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.43K+ 0.89% |
$288K - $335K
|
389K
$31.4M
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.6KNew |
$302K - $351K
|
3.6K
$291K
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.32KNew |
$278K - $324K
|
3.32K
$268K
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-195- 2.8% |
$16.3K - $19K
|
6.78K
$548K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
352+ 1.4% |
$29.5K - $34.3K
|
25.4K
$2.05M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.3K+ 18.54% |
$3.29M - $3.83M
|
251K
$20.3M
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
18.2KNew |
$1.53M - $1.78M
|
18.2K
$1.47M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.54K- 9.62% |
$129K - $150K
|
14.5K
$1.17M
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-17- 1.06% |
$1.42K - $1.66K
|
1.59K
$129K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-979- 10.3% |
$82K - $95.5K
|
8.52K
$688K
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
435+ 6.22% |
$36.5K - $42.4K
|
7.43K
$600K
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
796New |
$66.7K - $77.7K
|
796
$64.3K
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.94K+ 1.31% |
$247K - $287K
|
227K
$18.3M
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.42K- 2.44% |
$119K - $138K
|
56.6K
$4.57M
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.72K- 40.08% |
$144K - $168K
|
2.57K
$208K
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
13.7K+ 152477.78% |
$1.15M - $1.34M
|
13.7K
$1.11M
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
259+ 6.68% |
$21.7K - $25.3K
|
4.14K
$334K
|
|
Feb 12, 2025
Q4 2024
|
Tls Advisors LLC
Miami, FL |
BUY
|
- |
3.85K+ 183.33% |
$323K - $376K
|
5.95K
$480K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-205K- 51.33% |
$17.2M - $20M
|
195K
$15.7M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
PUT |
-15K- 15.31% |
$1.26M - $1.46M
|
83K
$6.7M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.2K+ 74.49% |
$1.27M - $1.48M
|
35.6K
$2.88M
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
211+ 17.15% |
$17.7K - $20.6K
|
1.44K
$116K
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
6.29K+ 165.9% |
$527K - $613K
|
10.1K
$814K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
42+ 1.23% |
$3.52K - $4.1K
|
3.46K
$279K
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
457+ 1.92% |
$38.3K - $44.6K
|
24.3K
$1.96M
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
2+ 0.01% |
$168 - $195
|
26.8K
$2.17M
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
70.8KNew |
$5.93M - $6.9M
|
70.8K
$5.71M
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
700+ 67.11% |
$58.7K - $68.3K
|
1.74K
$141K
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-22- 5.16% |
$1.84K - $2.15K
|
404
$32.6K
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
461+ 3.65% |
$38.6K - $45K
|
13.1K
$1.06M
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-45- 0.21% |
$3.77K - $4.39K
|
21.1K
$1.71M
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
9.85K+ 108.81% |
$826K - $961K
|
18.9K
$1.53M
|