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 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2+ 0.07% |
$174 - $194
|
2.72K
$232K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-340- 1.34% |
$29.6K - $33K
|
25.1K
$2.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
920+ 8.47% |
$80K - $89.3K
|
11.8K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.99K+ 24.81% |
$347K - $388K
|
20.1K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.05K- 20.74% |
$91K - $102K
|
4K
$342K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.55% |
$174 - $194
|
367
$31.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-42- 1.55% |
$3.65K - $4.08K
|
2.68K
$229K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
13+ 22.41% |
$1.13K - $1.26K
|
71
$6.07K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.56K- 16.77% |
$135K - $151K
|
7.72K
$661K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-265- 6.38% |
$23K - $25.7K
|
3.89K
$332K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
369+ 10.25% |
$32.1K - $35.8K
|
3.97K
$339K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-3.88K- 45.87% |
$337K - $377K
|
4.58K
$392K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4K- 58.03% |
$347K - $388K
|
2.89K
$247K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
282New |
$24.5K - $27.4K
|
282
$24.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.24K- 69.86% |
$716K - $800K
|
3.56K
$304K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-428- 10.01% |
$37.2K - $41.6K
|
3.85K
$329K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
242+ 5.51% |
$21K - $23.5K
|
4.64K
$397K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
35+ 24.82% |
$3.04K - $3.4K
|
176
$15.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.08K- 3.66% |
$93.8K - $105K
|
28.4K
$2.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-13.3K- 74.58% |
$1.16M - $1.29M
|
4.54K
$388K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-621- 9.17% |
$54K - $60.3K
|
6.15K
$526K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-90.2K- 96.87% |
$7.85M - $8.76M
|
2.92K
$250K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-150- 0.92% |
$13K - $14.6K
|
16.2K
$1.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-281- 2.69% |
$24.4K - $27.3K
|
10.2K
$870K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.81K- 21.19% |
$505K - $564K
|
21.6K
$1.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-151- 1.56% |
$13.1K - $14.7K
|
9.56K
$817K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.2K- 15.96% |
$104K - $117K
|
6.32K
$541K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
2.23KNew |
$194K - $217K
|
2.23K
$191K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-6.43K- 7.81% |
$559K - $624K
|
75.9K
$6.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-96- 0.42% |
$8.35K - $9.32K
|
22.8K
$1.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.08K+ 7.37% |
$93.5K - $104K
|
15.7K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-4.11K- 53.3% |
$357K - $399K
|
3.6K
$308K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-44- 0.54% |
$3.83K - $4.27K
|
8.14K
$696K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
8.01K+ 8.67% |
$696K - $777K
|
100K
$8.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-100- 1.53% |
$8.7K - $9.71K
|
6.42K
$549K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-25- 0.84% |
$2.17K - $2.43K
|
2.96K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
4.02K+ 3.15% |
$349K - $390K
|
132K
$11.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-409- 12.13% |
$35.6K - $39.7K
|
2.96K
$254K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
275+ 11.89% |
$23.9K - $26.7K
|
2.59K
$221K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-181- 18.12% |
$15.7K - $17.6K
|
818
$70K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
SELL
|
- |
-51.1K- 95.18% |
$4.45M - $4.97M
|
2.59K
$221K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-562- 1.05% |
$48.9K - $54.6K
|
52.7K
$4.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
95+ 1.63% |
$8.26K - $9.22K
|
5.92K
$507K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-10.4K- 38.83% |
$903K - $1.01M
|
16.4K
$1.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.09K+ 14.58% |
$94.8K - $106K
|
8.57K
$733K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
340+ 6.17% |
$29.6K - $33K
|
5.85K
$500K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.2KNew |
$191K - $213K
|
2.2K
$188K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.1K+ 4.6% |
$95.3K - $106K
|
24.9K
$2.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-116- 34.42% |
$10.1K - $11.3K
|
221
$18.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3K+ 27.94% |
$261K - $291K
|
13.7K
$1.18M
|