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 929 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 $5.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
932
shares
|
$85,678
0.0% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
926
shares
|
$85,127
0.0% of portfolio
|
Q1 2025
Reduced 19.62%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
910
shares
|
$83,656
0.0% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
909
shares
|
$83,564
0.03% of portfolio
|
Q1 2025
Added 35.47%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
900
shares
|
$82,737
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
850
shares
|
$78,140
0.0% of portfolio
|
Q1 2025
Reduced 45.96%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
824
shares
|
$75,750
0.01% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
815
shares
|
$74,922
0.05% of portfolio
|
Q1 2025
Reduced 13.39%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
814
shares
|
$74,831
0.03% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
794
shares
|
$72,992
0.01% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
755
shares
|
$69,407
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
748
shares
|
$68,763
0.01% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
730
shares
|
$67,108
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
683
shares
|
$62,788
0.0% of portfolio
|
Q4 2024
Reduced 11.3%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
656
shares
|
$60,306
0.0% of portfolio
|
Q1 2024
Added 7.54%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
656
shares
|
$60,306
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
640
shares
|
$58,835
0.01% of portfolio
|
Q4 2024
Added 88.24%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
640
shares
|
$58,835
0.01% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
624
shares
|
$57,364
0.04% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
600
shares
|
$55,158
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
593
shares
|
$54,514
0.0% of portfolio
|
Q2 2024
Added 80.79%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
575
shares
|
$52,859
0.02% of portfolio
|
Q4 2024
Reduced 31.63%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
561
shares
|
$51,572
0.04% of portfolio
|
Q3 2021
Reduced 0.36%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
561
shares
|
$51,572
0.0% of portfolio
|
Q1 2025
Added 750.0%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
547
shares
|
$50,285
0.05% of portfolio
|
Q1 2025
Reduced 91.04%
|