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 |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
518+ 11.77% |
$40.3K - $44.4K
|
4.92K
$437K
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
489+ 1.26% |
$38.1K - $41.9K
|
39.3K
$3.49M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
326New |
$25.4K - $27.9K
|
326
$28.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
300New |
$23.4K - $25.7K
|
300
$26.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
226+ 2.13% |
$17.6K - $19.4K
|
10.9K
$963K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
100New |
$7.78K - $8.57K
|
100
$8.87K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
92New |
$7.16K - $7.89K
|
92
$8.16K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
82New |
$6.38K - $7.03K
|
82
$7.28K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
61New |
$4.75K - $5.23K
|
61
$5.41K
|
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
60New |
$4.67K - $5.14K
|
60
$5.32K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
57New |
$4.44K - $4.89K
|
57
$5.06K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
50New |
$3.89K - $4.29K
|
50
$4.44K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
50+ 10.14% |
$3.89K - $4.29K
|
543
$48.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
48New |
$3.74K - $4.11K
|
48
$4.26K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
45New |
$3.5K - $3.86K
|
45
$3.99K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
30New |
$2.34K - $2.57K
|
30
$2.66K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
18New |
$1.4K - $1.54K
|
18
$1.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
17New |
$1.32K - $1.46K
|
17
$1.51K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
10+ 4.57% |
$778 - $857
|
229
$20.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.82% |
$77.8 - $85.7
|
56
$4.97K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
267KNew |
$20M - $22.1M
|
267K
$23.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
186KNew |
$13.9M - $15.4M
|
186K
$16.5M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
139KNew |
$10.4M - $11.5M
|
139K
$12.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
39.1KNew |
$2.93M - $3.24M
|
39.1K
$3.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
14.5KNew |
$1.08M - $1.2M
|
14.5K
$1.28M
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
13.1KNew |
$985K - $1.09M
|
13.1K
$1.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
6.66KNew |
$500K - $552K
|
6.66K
$591K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
PUT |
6KNew |
$450K - $497K
|
6K
$532K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.87KNew |
$365K - $404K
|
4.87K
$432K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
4.87KNew |
$365K - $404K
|
4.87K
$432K
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
3.81KNew |
$286K - $315K
|
3.81K
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
3.75K+ 24.14% |
$282K - $311K
|
19.3K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
3.5KNew |
$263K - $290K
|
3.5K
$311K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3.06K+ 33.51% |
$230K - $254K
|
12.2K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.96KNew |
$222K - $245K
|
2.96K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.69KNew |
$202K - $223K
|
2.69K
$238K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.67KNew |
$200K - $221K
|
2.67K
$236K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.64KNew |
$198K - $219K
|
2.64K
$234K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.5KNew |
$188K - $207K
|
2.5K
$222K
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2.44KNew |
$183K - $203K
|
2.44K
$217K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
2.44KNew |
$183K - $202K
|
2.44K
$217K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.43KNew |
$182K - $201K
|
2.43K
$216K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.32K+ 6580.0% |
$98.7K - $109K
|
1.34K
$119K
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
767+ 7.99% |
$57.5K - $63.6K
|
10.4K
$920K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
581New |
$43.6K - $48.1K
|
581
$51.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
489+ 28.04% |
$36.7K - $40.5K
|
2.23K
$198K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
265New |
$19.9K - $22K
|
265
$23.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
255New |
$19.1K - $21.1K
|
255
$22.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
210+ 2.45% |
$15.8K - $17.4K
|
8.78K
$779K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
155+ 5.98% |
$11.6K - $12.8K
|
2.75K
$244K
|
|