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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,535
shares
|
$233,042
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,525
shares
|
$232,123
0.01% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
2,521
shares
|
$231,755
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
2,503
shares
|
$230,100
0.01% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,500
shares
|
$229,825
0.02% of portfolio
|
Q2 2023
Reduced 5.41%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
2,500
shares
|
$229,825
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
2,468
shares
|
$226,883
0.01% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,451
shares
|
$225,320
0.03% of portfolio
|
Q2 2025
Added 45.2%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
2,444
shares
|
$224,676
0.01% of portfolio
|
Q1 2024
Reduced 98.56%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
2,434
shares
|
$223,757
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
2,427
shares
|
$223,114
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
2,425
shares
|
$222,930
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
2,408
shares
|
$221,367
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
2,402
shares
|
$220,815
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,400
shares
|
$220,632
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
2,398
shares
|
$220,448
0.14% of portfolio
|
Q1 2025
Reduced 41.99%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
2,387
shares
|
$219,436
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
2,381
shares
|
$218,885
0.04% of portfolio
|
Q1 2025
Added 119.85%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
2,377
shares
|
$218,517
0.01% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
2,377
shares
|
$218,517
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
2,361
shares
|
$217,046
0.06% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
2,356
shares
|
$216,587
0.07% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
2,351
shares
|
$216,127
0.03% of portfolio
|
Q1 2025
Reduced 49.9%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,288
shares
|
$210,335
0.08% of portfolio
|
Q1 2024
Reduced 17.99%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
2,280
shares
|
$209,600
0.08% of portfolio
|
Q1 2025
New holding
|