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 931 institutions that hold shares in the stock, with a total of 60.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
21,246
shares
|
$1.83 Million
0.17% of portfolio
|
Q1 2025
Reduced 22.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
21,162
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.05%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
21,103
shares
|
$1.82 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Apr 11, 2025 Q1 2025 |
20,970
shares
|
$1.81 Million
0.56% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
20,957
shares
|
$1.81 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
20,846
shares
|
$1.8 Million
0.77% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
20,730
shares
|
$1.79 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
19,917
shares
|
$1.72 Million
0.37% of portfolio
|
Q3 2022
Reduced 32.65%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
19,864
shares
|
$1.72 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
19,758
shares
|
$1.71 Million
0.21% of portfolio
|
Q1 2025
Reduced 45.46%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
19,728
shares
|
$1.7 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
19,643
shares
|
$1.7 Million
0.01% of portfolio
|
Q1 2025
Added 502.73%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
19,641
shares
|
$1.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
19,511
shares
|
$1.68 Million
0.26% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
19,321
shares
|
$1.67 Million
0.47% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
19,035
shares
|
$1.64 Million
0.22% of portfolio
|
Q2 2024
Added 1.94%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
18,927
shares
|
$1.63 Million
0.58% of portfolio
|
Q1 2025
Added 15.56%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
18,792
shares
|
$1.62 Million
0.4% of portfolio
|
Q2 2022
Reduced 4.16%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
18,723
shares
|
$1.62 Million
0.12% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
18,651
shares
|
$1.61 Million
0.02% of portfolio
|
Q1 2025
Reduced 42.92%
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
18,450
shares
|
$1.59 Million
0.99% of portfolio
|
Q1 2025
Reduced 7.53%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
18,346
shares
|
$1.58 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
18,284
shares
|
$1.58 Million
0.16% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
18,229
shares
|
$1.57 Million
0.86% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
18,022
shares
|
$1.56 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.02%
|