Latest Institutional Purchases of Select Sector Spdr Fd Material (XLB)
This list provides information on the latest institutional transactions involving Select Sector Spdr Fd Material (XLB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
175New |
$13K - $15.1K
|
175
$15.5K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
162New |
$12.1K - $14K
|
162
$14.4K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
154New |
$11.5K - $13.3K
|
154
$13.7K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
150New |
$11.2K - $12.9K
|
150
$13.3K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
144New |
$10.7K - $12.4K
|
144
$12.8K
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
116New |
$8.64K - $10K
|
116
$10.3K
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
114New |
$8.49K - $9.83K
|
114
$10.1K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
100New |
$7.45K - $8.62K
|
100
$8.87K
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
95+ 87.96% |
$7.07K - $8.19K
|
203
$18K
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
82+ 136.67% |
$6.11K - $7.07K
|
142
$12.6K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
64+ 0.2% |
$4.77K - $5.52K
|
32.4K
$2.87M
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
57New |
$4.24K - $4.91K
|
57
$5.06K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
50New |
$3.72K - $4.31K
|
50
$4.44K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
45+ 166.67% |
$3.35K - $3.88K
|
72
$6.39K
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
45+ 3.63% |
$3.35K - $3.88K
|
1.29K
$114K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
41New |
$3.05K - $3.53K
|
41
$3.64K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
40New |
$2.98K - $3.45K
|
40
$3.55K
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
23+ 2.78% |
$1.71K - $1.98K
|
850
$75.4K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
20New |
$1.49K - $1.72K
|
20
$1.77K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
17New |
$1.27K - $1.47K
|
17
$1.51K
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
13+ 0.08% |
$968 - $1.12K
|
16.1K
$1.43M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
12+ 0.65% |
$894 - $1.03K
|
1.87K
$166K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12New |
$894 - $1.03K
|
12
$1.06K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10New |
$745 - $862
|
10
$887
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
9New |
$670 - $776
|
9
$799
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
8New |
$596 - $690
|
8
$710
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
344KNew |
$26.8M - $29.5M
|
344K
$30.5M
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
156KNew |
$12.1M - $13.3M
|
156K
$13.8M
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
126KNew |
$9.78M - $10.8M
|
126K
$11.2M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
36.8KNew |
$2.86M - $3.15M
|
36.8K
$3.26M
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
35.6KNew |
$2.77M - $3.05M
|
35.6K
$3.16M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
15.8K+ 27.25% |
$1.23M - $1.36M
|
73.9K
$6.56M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$1.06M - $1.17M
|
13.7K
$1.21M
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.8KNew |
$996K - $1.1M
|
12.8K
$1.14M
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
10.1KNew |
$788K - $868K
|
10.1K
$898K
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.24KNew |
$641K - $706K
|
8.24K
$731K
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.08KNew |
$551K - $607K
|
7.08K
$628K
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
6.01KNew |
$468K - $515K
|
6.01K
$533K
|
|
Nov 14, 2023
Q3 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
5.18KNew |
$403K - $444K
|
5.18K
$460K
|
|
Nov 14, 2023
Q3 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
4.8KNew |
$374K - $411K
|
4.8K
$426K
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
BUY
|
- |
3.82KNew |
$297K - $327K
|
3.82K
$339K
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
3.7KNew |
$288K - $317K
|
3.7K
$328K
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.45KNew |
$269K - $296K
|
3.45K
$306K
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.48K+ 62050.0% |
$193K - $213K
|
2.49K
$221K
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.29K+ 6.82% |
$178K - $196K
|
35.8K
$3.18M
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
BUY
|
PUT |
1.8KNew |
$140K - $154K
|
1.8K
$160K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1.14KNew |
$88.4K - $97.4K
|
1.14K
$101K
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.03K+ 24.59% |
$79.8K - $87.9K
|
5.19K
$461K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
656New |
$51.1K - $56.2K
|
656
$58.2K
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
563+ 4.92% |
$43.8K - $48.3K
|
12K
$1.07M
|