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, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
305+ 143.87% |
$26.4K - $28.2K
|
517
$44.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.28K- 41.95% |
$198K - $211K
|
3.15K
$273K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
695+ 7.5% |
$60.3K - $64.4K
|
9.96K
$864K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-110- 6.5% |
$9.54K - $10.2K
|
1.58K
$137K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-48- 9.92% |
$4.16K - $4.45K
|
436
$37.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.52K+ 16.71% |
$478K - $511K
|
38.5K
$3.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-85.9K- 38.58% |
$7.45M - $7.95M
|
137K
$11.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
116K+ 4346.96% |
$10.1M - $10.7M
|
119K
$10.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.58K- 2.28% |
$224K - $239K
|
110K
$9.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.94% |
$86.7 - $92.6
|
107
$9.28K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2New |
$173 - $185
|
2
$174
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-360- 1.04% |
$31.2K - $33.3K
|
34.3K
$2.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
78.3KNew |
$6.79M - $7.25M
|
78.3K
$6.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.47% |
$86.7 - $92.6
|
212
$18.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-624- 3.1% |
$54.1K - $57.8K
|
19.5K
$1.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
49.2K+ 346.21% |
$4.26M - $4.55M
|
63.4K
$5.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-235- 85.77% |
$20.4K - $21.8K
|
39
$3.38K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.55K- 16.23% |
$221K - $236K
|
13.2K
$1.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.6K+ 5.72% |
$2.39M - $2.55M
|
510K
$44.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
589+ 33.43% |
$51.1K - $54.5K
|
2.35K
$204K
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-186- 3.36% |
$16.1K - $17.2K
|
5.34K
$464K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-743- 16.23% |
$64.4K - $68.8K
|
3.84K
$333K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
170+ 46.83% |
$14.7K - $15.7K
|
533
$46.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
30+ 0.51% |
$2.6K - $2.78K
|
5.96K
$517K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
26+ 0.04% |
$2.25K - $2.41K
|
70.2K
$6.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
390+ 12.77% |
$33.8K - $36.1K
|
3.45K
$299K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-25- 1.76% |
$2.17K - $2.32K
|
1.39K
$121K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
21New |
$1.82K - $1.94K
|
21
$1.82K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-152- 34.47% |
$13.2K - $14.1K
|
289
$25.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
98+ 0.98% |
$8.5K - $9.08K
|
10K
$872K
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-78- 2.82% |
$6.76K - $7.22K
|
2.69K
$233K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-210- 5.03% |
$18.2K - $19.4K
|
3.97K
$344K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.35K+ 7.7% |
$724K - $773K
|
117K
$10.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8+ 0.44% |
$694 - $741
|
1.83K
$159K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.82K+ 117.98% |
$591K - $631K
|
12.6K
$1.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-171- 9.44% |
$14.8K - $15.8K
|
1.64K
$142K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-136- 5.39% |
$11.8K - $12.6K
|
2.39K
$207K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3.64K- 14.3% |
$316K - $337K
|
21.8K
$1.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.09KNew |
$441K - $471K
|
5.09K
$441K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
123+ 3.19% |
$10.7K - $11.4K
|
3.98K
$345K
|
|
|
Oct 31, 2025
Q3 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-128- 1.62% |
$11.1K - $11.9K
|
7.78K
$675K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-48- 1.25% |
$4.16K - $4.45K
|
3.78K
$328K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
74+ 1.25% |
$6.42K - $6.85K
|
5.99K
$520K
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
9.68K+ 6.22% |
$839K - $896K
|
165K
$14.3M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-356- 9.5% |
$30.9K - $33K
|
3.39K
$294K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-13- 1.13% |
$1.13K - $1.2K
|
1.14K
$98.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-200- 24.54% |
$17.3K - $18.5K
|
615
$53.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-22- 0.67% |
$1.91K - $2.04K
|
3.24K
$281K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-13- 0.23% |
$1.13K - $1.2K
|
5.66K
$491K
|
|
|
Oct 30, 2025
Q3 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-12- 0.12% |
$1.04K - $1.11K
|
10.3K
$894K
|
|