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 |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
51,150
shares
|
$4.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
May 07, 2025 Q1 2025 |
50,763
shares
|
$4.67 Million
0.37% of portfolio
|
Q2 2024
Reduced 84.08%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
50,141
shares
|
$4.61 Million
2.71% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
48,696
shares
|
$4.48 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
48,248
shares
|
$4.44 Million
1.05% of portfolio
|
Q1 2023
Added 0.71%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
45,536
shares
|
$4.19 Million
0.43% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
42,856
shares
|
$3.94 Million
1.19% of portfolio
|
Q1 2025
Added 86.74%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
42,586
shares
|
$3.91 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
42,348
shares
|
$3.89 Million
0.02% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
41,684
shares
|
$3.83 Million
0.12% of portfolio
|
Q1 2025
Added 198.49%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
41,419
shares
|
$3.81 Million
0.26% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
41,092
shares
|
$3.78 Million
1.98% of portfolio
|
Q2 2022
Added 2.11%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
39,591
shares
|
$3.64 Million
0.12% of portfolio
|
Q2 2025
Added 11.77%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
38,931
shares
|
$3.58 Million
1.5% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
38,832
shares
|
$3.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
38,592
shares
|
$3.55 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
38,510
shares
|
$3.54 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
36,777
shares
|
$3.38 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
36,331
shares
|
$3.34 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
36,003
shares
|
$3.31 Million
0.02% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
35,012
shares
|
$3.22 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
34,585
shares
|
$3.18 Million
0.03% of portfolio
|
Q1 2025
Reduced 30.66%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
33,977
shares
|
$3.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
33,519
shares
|
$3.08 Million
0.45% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
32,953
shares
|
$3.03 Million
1.32% of portfolio
|
Q1 2025
Reduced 1.49%
|