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 |
|---|---|---|---|---|---|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,161
shares
|
$290,590
0.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,152
shares
|
$289,763
0.03% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,149
shares
|
$289,487
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
3,144
shares
|
$289,027
0.05% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
3,122
shares
|
$287,005
0.04% of portfolio
|
Q2 2025
Reduced 37.07%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
3,075
shares
|
$282,684
0.13% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
3,063
shares
|
$281,581
0.07% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
3,048
shares
|
$280,202
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
3,047
shares
|
$280,110
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
3,043
shares
|
$279,742
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
3,035
shares
|
$279,007
0.01% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 23, 2025 Q2 2025 |
3,005
shares
|
$276,249
0.15% of portfolio
|
Q4 2024
Added 11.71%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
3,005
shares
|
$276,249
0.06% of portfolio
|
Q1 2025
Reduced 74.47%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
2,987
shares
|
$274,594
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,986
shares
|
$274,502
0.08% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
2,963
shares
|
$272,388
0.02% of portfolio
|
Q1 2025
Reduced 23.24%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
2,948
shares
|
$271,009
0.01% of portfolio
|
Q1 2025
Reduced 17.26%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
2,931
shares
|
$269,446
0.06% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
2,922
shares
|
$268,619
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
2,871
shares
|
$263,931
0.01% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,870
shares
|
$263,839
0.0% of portfolio
|
Q1 2025
Reduced 99.03%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
2,829
shares
|
$260,069
0.02% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
2,815
shares
|
$258,782
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
2,812
shares
|
$258,507
0.02% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
2,795
shares
|
$256,944
0.01% of portfolio
|
Q1 2025
Reduced 9.25%
|