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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2+ 0.49% |
$174 - $194
|
414
$35.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10+ 0.26% |
$870 - $971
|
3.8K
$325K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
47+ 0.38% |
$4.09K - $4.56K
|
12.6K
$1.08M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-32- 0.75% |
$2.78K - $3.11K
|
4.25K
$363K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.17KNew |
$275K - $307K
|
3.17K
$271K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.71K- 99.42% |
$149K - $166K
|
10
$855
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
30New |
$2.61K - $2.91K
|
30
$2.57K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.32K- 1.63% |
$115K - $128K
|
79.4K
$6.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 0.4% |
$609 - $680
|
1.75K
$149K
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-9.07K- 40.99% |
$788K - $880K
|
13.1K
$1.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-954- 0.6% |
$83K - $92.6K
|
159K
$13.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-640- 1.88% |
$55.6K - $62.1K
|
33.5K
$2.86M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
857+ 25.85% |
$74.5K - $83.2K
|
4.17K
$357K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.1KNew |
$95.6K - $107K
|
1.1K
$94.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-15- 0.23% |
$1.3K - $1.46K
|
6.56K
$561K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
168+ 0.2% |
$14.6K - $16.3K
|
83.7K
$7.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.27K+ 8.36% |
$110K - $123K
|
16.4K
$1.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.2K- 14.3% |
$974K - $1.09M
|
67.1K
$5.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
2.24KNew |
$194K - $217K
|
2.24K
$191K
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
13.4K+ 28.47% |
$1.16M - $1.3M
|
60.2K
$5.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-34- 0.04% |
$2.96K - $3.3K
|
87.2K
$7.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-41.6K- 43.34% |
$3.62M - $4.04M
|
54.4K
$4.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.72K- 6.74% |
$672K - $750K
|
107K
$9.14M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5.94K- 7.85% |
$516K - $577K
|
69.7K
$5.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.9K+ 24.5% |
$1.12M - $1.25M
|
65.7K
$5.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-619- 10.0% |
$53.8K - $60.1K
|
5.57K
$477K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-25- 3.14% |
$2.17K - $2.43K
|
770
$65.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.09K- 3.71% |
$95K - $106K
|
28.3K
$2.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7+ 0.3% |
$609 - $680
|
2.31K
$198K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-21- 11.86% |
$1.83K - $2.04K
|
156
$13.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
55+ 2.48% |
$4.78K - $5.34K
|
2.28K
$195K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
104+ 64.6% |
$9.04K - $10.1K
|
265
$22.7K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-91- 0.48% |
$7.91K - $8.84K
|
18.9K
$1.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
5.31K+ 7.57% |
$462K - $516K
|
75.5K
$6.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
871+ 5.13% |
$75.7K - $84.6K
|
17.8K
$1.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
419+ 15.1% |
$36.4K - $40.7K
|
3.19K
$273K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-403- 11.87% |
$35K - $39.1K
|
2.99K
$256K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-922- 13.29% |
$80.2K - $89.5K
|
6.02K
$514K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
118+ 3.75% |
$10.3K - $11.5K
|
3.26K
$279K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-57- 1.65% |
$4.96K - $5.53K
|
3.39K
$290K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-534- 12.05% |
$46.4K - $51.8K
|
3.9K
$333K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.75KNew |
$239K - $267K
|
2.75K
$235K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.15KNew |
$187K - $209K
|
2.15K
$184K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.31K+ 1.13% |
$114K - $128K
|
117K
$10M
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-3.56K- 11.45% |
$309K - $345K
|
27.5K
$2.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
36+ 1.03% |
$3.13K - $3.5K
|
3.53K
$301K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3.15K+ 36.88% |
$274K - $306K
|
11.7K
$1M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.52% |
$1.13K - $1.26K
|
2.52K
$215K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.17K- 10.1% |
$101K - $113K
|
10.4K
$888K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.36K+ 10.61% |
$292K - $326K
|
35K
$2.99M
|