Institutional Ownership Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB). We have compiled data on the 928 institutions that hold shares in the stock, with a total of 60 Million shares, which have been reported (via 13F filing form) to have a value of $5.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
17,656
shares
|
$1.62 Million
0.83% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
17,615
shares
|
$1.62 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
17,614
shares
|
$1.62 Million
0.63% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
17,409
shares
|
$1.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
17,385
shares
|
$1.6 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
17,285
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
17,260
shares
|
$1.59 Million
0.61% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
17,107
shares
|
$1.57 Million
0.21% of portfolio
|
Q3 2022
Reduced 3.01%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
17,001
shares
|
$1.56 Million
0.32% of portfolio
|
Q1 2025
Added 9.82%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
16,966
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
16,915
shares
|
$1.55 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
16,700
shares
|
$1.54 Million
0.48% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
16,576
shares
|
$1.52 Million
0.05% of portfolio
|
Q1 2025
Added 194.84%
|
|
|
Straightline Group LLC
Troy, MI |
May 15, 2025 Q1 2025 |
16,180
shares
|
$1.49 Million
0.88% of portfolio
|
Q1 2025
Added 21.83%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
16,156
shares
|
$1.49 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
16,126
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
16,097
shares
|
$1.48 Million
1.56% of portfolio
|
Q4 2023
Added 0.08%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
15,944
shares
|
$1.47 Million
0.49% of portfolio
|
Q1 2025
Added 22.66%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
15,910
shares
|
$1.46 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
15,617
shares
|
$1.44 Million
0.96% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
15,418
shares
|
$1.42 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
15,375
shares
|
$1.41 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
15,286
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.86%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
15,132
shares
|
$1.39 Million
0.04% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
15,125
shares
|
$1.39 Million
0.02% of portfolio
|
Q1 2025
New holding
|