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 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.56K+ 105.63% |
$340K - $393K
|
8.88K
$770K
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.5KNew |
$335K - $388K
|
4.5K
$390K
|
|
|
Feb 12, 2024
Q4 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
4.1KNew |
$305K - $353K
|
4.1K
$356K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.99KNew |
$297K - $344K
|
3.99K
$347K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.32KNew |
$247K - $286K
|
3.32K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2.83KNew |
$210K - $244K
|
2.83K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.54KNew |
$189K - $219K
|
2.54K
$221K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.51KNew |
$187K - $217K
|
2.51K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.5KNew |
$186K - $216K
|
2.5K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
2.5K+ 24.04% |
$186K - $216K
|
12.9K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.49KNew |
$185K - $214K
|
2.49K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.41K+ 16.47% |
$179K - $207K
|
17K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.37KNew |
$177K - $204K
|
2.37K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.82K+ 67.68% |
$136K - $157K
|
4.51K
$391K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.42K+ 41.84% |
$106K - $122K
|
4.81K
$418K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.2KNew |
$89.1K - $103K
|
1.2K
$104K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
521New |
$38.8K - $44.9K
|
521
$45.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
442New |
$32.9K - $38.1K
|
442
$38.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
285New |
$21.2K - $24.6K
|
285
$24.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
270+ 2.9% |
$20.1K - $23.3K
|
9.58K
$831K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
175New |
$13K - $15.1K
|
175
$15.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
162New |
$12.1K - $14K
|
162
$14.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
116New |
$8.64K - $10K
|
116
$10.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
114New |
$8.49K - $9.83K
|
114
$9.89K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
100New |
$7.45K - $8.62K
|
100
$8.68K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
95+ 87.96% |
$7.07K - $8.19K
|
203
$17.6K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
82+ 136.67% |
$6.11K - $7.07K
|
142
$12.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
57New |
$4.24K - $4.91K
|
57
$4.95K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
50New |
$3.72K - $4.31K
|
50
$4.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
45+ 166.67% |
$3.35K - $3.88K
|
72
$6.25K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
41New |
$3.05K - $3.53K
|
41
$3.56K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
40New |
$2.98K - $3.45K
|
40
$3.47K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
20New |
$1.49K - $1.72K
|
20
$1.74K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
17New |
$1.27K - $1.47K
|
17
$1.48K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
13+ 0.08% |
$968 - $1.12K
|
16.1K
$1.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12New |
$894 - $1.03K
|
12
$1.04K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
12+ 0.65% |
$894 - $1.03K
|
1.87K
$162K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
9New |
$670 - $776
|
9
$781
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
8New |
$596 - $690
|
8
$694
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
156KNew |
$12.1M - $13.3M
|
156K
$13.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
36.8KNew |
$2.86M - $3.15M
|
36.8K
$3.19M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
35.6KNew |
$2.77M - $3.05M
|
35.6K
$3.09M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
15.8K+ 27.25% |
$1.23M - $1.36M
|
73.9K
$6.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$1.06M - $1.17M
|
13.7K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.8KNew |
$996K - $1.1M
|
12.8K
$1.11M
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
10.1KNew |
$788K - $868K
|
10.1K
$879K
|
|
|
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
$615K
|
|
|
Nov 14, 2023
Q3 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
5.18KNew |
$403K - $444K
|
5.18K
$450K
|
|
|
Nov 14, 2023
Q3 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
4.8KNew |
$374K - $411K
|
4.8K
$416K
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
BUY
|
- |
3.82KNew |
$297K - $327K
|
3.82K
$331K
|
|