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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.18KNew |
$276K - $308K
|
3.18K
$282K
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.17K+ 5.37% |
$276K - $308K
|
62.3K
$5.53M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.13KNew |
$272K - $304K
|
3.13K
$278K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3K+ 27.94% |
$261K - $291K
|
13.7K
$1.22M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.92K+ 86.68% |
$254K - $284K
|
6.29K
$558K
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.89K+ 6.38% |
$251K - $281K
|
48.2K
$4.28M
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.82KNew |
$245K - $273K
|
2.82K
$250K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.78KNew |
$242K - $270K
|
2.78K
$247K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.75KNew |
$239K - $267K
|
2.75K
$244K
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
2.73KNew |
$237K - $265K
|
2.73K
$242K
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.69K+ 22.78% |
$234K - $261K
|
14.5K
$1.29M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.63KNew |
$229K - $256K
|
2.63K
$234K
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.62KNew |
$227K - $254K
|
2.62K
$232K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.43KNew |
$211K - $236K
|
2.43K
$215K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.39KNew |
$207K - $232K
|
2.39K
$212K
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.28KNew |
$198K - $221K
|
2.28K
$202K
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
2.26KNew |
$196K - $219K
|
2.26K
$200K
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.26K+ 71.53% |
$196K - $219K
|
5.41K
$480K
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.24KNew |
$195K - $218K
|
2.24K
$199K
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
2.23KNew |
$194K - $217K
|
2.23K
$198K
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
2.22K+ 15.21% |
$193K - $215K
|
16.8K
$1.49M
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.22KNew |
$193K - $215K
|
2.22K
$197K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.2KNew |
$192K - $214K
|
2.2K
$196K
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.2K+ 4.72% |
$191K - $214K
|
48.9K
$4.34M
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.2KNew |
$191K - $213K
|
2.2K
$195K
|
|
Nov 13, 2024
Q3 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
2.17KNew |
$188K - $210K
|
2.17K
$192K
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.15KNew |
$187K - $209K
|
2.15K
$191K
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.14KNew |
$186K - $208K
|
2.14K
$190K
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.1K+ 6.86% |
$183K - $204K
|
32.7K
$2.9M
|
|
Nov 12, 2024
Q3 2024
|
Tls Advisors LLC
Miami, FL |
BUY
|
- |
2.1KNew |
$183K - $204K
|
2.1K
$186K
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.03K+ 2.02% |
$176K - $197K
|
102K
$9.06M
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
PUT |
2KNew |
$174K - $194K
|
2K
$177K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.99K+ 11.53% |
$173K - $193K
|
19.2K
$1.7M
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.87K+ 0.16% |
$162K - $181K
|
1.17M
$104M
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.78K+ 10.95% |
$155K - $173K
|
18K
$1.6M
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.63K+ 12.13% |
$142K - $158K
|
15.1K
$1.34M
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.46K+ 2.1% |
$127K - $142K
|
70.8K
$6.28M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.46K+ 3.29% |
$127K - $142K
|
45.8K
$4.06M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 1.1% |
$123K - $137K
|
129K
$11.4M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.4K+ 7.29% |
$121K - $135K
|
20.5K
$1.82M
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.39K+ 101.09% |
$121K - $135K
|
2.76K
$245K
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.31K+ 1.13% |
$114K - $128K
|
117K
$10.4M
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.26K+ 32.45% |
$110K - $123K
|
5.16K
$457K
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.22K+ 2.27% |
$106K - $119K
|
55.1K
$4.89M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.18K+ 14.88% |
$103K - $115K
|
9.13K
$810K
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.17K+ 8.1% |
$102K - $114K
|
15.6K
$1.39M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.16K+ 34.78% |
$100K - $112K
|
4.48K
$397K
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.1KNew |
$95.6K - $107K
|
1.1K
$97.6K
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.1K+ 4.6% |
$95.3K - $106K
|
24.9K
$2.21M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.09K+ 14.58% |
$94.8K - $106K
|
8.57K
$760K
|