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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
99New |
$6.75K - $8.29K
|
99
$8.59K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
61New |
$4.16K - $5.11K
|
61
$5.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
50New |
$3.41K - $4.19K
|
50
$4.34K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
46New |
$3.14K - $3.85K
|
46
$3.99K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
30New |
$2.05K - $2.51K
|
30
$2.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
30New |
$2.05K - $2.51K
|
30
$2.6K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
27New |
$1.84K - $2.26K
|
27
$2.34K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
23New |
$1.57K - $1.93K
|
23
$2K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
20New |
$1.36K - $1.68K
|
20
$1.74K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
20+ 100.0% |
$1.36K - $1.68K
|
40
$3.47K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
13+ 0.17% |
$886 - $1.09K
|
7.55K
$655K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5New |
$341 - $419
|
5
$434
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.3% |
$68.2 - $83.8
|
78
$6.77K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
684K+ 161.61% |
$46M - $55.7M
|
1.11M
$96M
|
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
75.1KNew |
$5.06M - $6.12M
|
75.1K
$6.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
9.66KNew |
$650K - $787K
|
9.66K
$838K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.15KNew |
$212K - $257K
|
3.15K
$273K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.51K+ 2.32% |
$169K - $204K
|
111K
$9.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
755New |
$50.8K - $61.5K
|
755
$65.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
504New |
$33.9K - $41.1K
|
504
$43.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
502New |
$33.8K - $40.9K
|
502
$43.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
339+ 3390.0% |
$22.8K - $27.6K
|
349
$30.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
285+ 1.24% |
$19.2K - $23.2K
|
23.3K
$2.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
275New |
$18.5K - $22.4K
|
275
$23.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
213New |
$14.3K - $17.4K
|
213
$18.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
138+ 2.57% |
$9.29K - $11.2K
|
5.51K
$478K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
64New |
$4.31K - $5.22K
|
64
$5.55K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
21New |
$1.41K - $1.71K
|
21
$1.82K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
6+ 0.51% |
$404 - $489
|
1.18K
$103K
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
BUY
|
- |
1+ 0.49% |
$67.3 - $81.5
|
206
$17.9K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
106K+ 122.85% |
$7.76M - $9.56M
|
191K
$16.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
85.5K+ 12.16% |
$6.28M - $7.74M
|
788K
$68.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
85.4K+ 12.16% |
$6.28M - $7.74M
|
788K
$68.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
64.9KNew |
$4.77M - $5.88M
|
64.9K
$5.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
49.2KNew |
$3.62M - $4.45M
|
49.2K
$4.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
25KNew |
$1.84M - $2.26M
|
25K
$2.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
22.2K+ 173.44% |
$1.63M - $2.01M
|
35K
$3.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
10.6KNew |
$780K - $960K
|
10.6K
$920K
|
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
6.85K+ 894.52% |
$504K - $620K
|
7.62K
$661K
|
|
|
Aug 03, 2022
Q2 2022
|
Tuttle Capital Management, LLC
|
BUY
|
- |
4.85KNew |
$356K - $439K
|
4.85K
$420K
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3.99KNew |
$293K - $361K
|
3.99K
$346K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
3.77KNew |
$277K - $342K
|
3.77K
$327K
|
|
|
Aug 15, 2022
Q2 2022
|
Cartenna Capital, LP
Stamford, CT |
BUY
|
PUT |
3.5KNew |
$257K - $317K
|
3.5K
$304K
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
1.86K+ 1.48% |
$136K - $168K
|
127K
$11M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.29KNew |
$94.9K - $117K
|
1.29K
$112K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
950New |
$69.9K - $86K
|
950
$82.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
849+ 2.11% |
$62.4K - $76.9K
|
41.1K
$3.57M
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
829New |
$61K - $75.1K
|
829
$71.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
310+ 9.6% |
$22.8K - $28.1K
|
3.54K
$307K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
250New |
$18.4K - $22.6K
|
250
$21.7K
|
|