Purchases and Sales Made in Q1 2025 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q1 2025. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR FD-MATERIAL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
515KNew |
$42.8M - $46.8M
|
515K
$41.9M
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
158K+ 563.6% |
$13.2M - $14.4M
|
186K
$15.1M
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
58.6KNew |
$4.88M - $5.33M
|
58.6K
$4.77M
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
33.4KNew |
$2.78M - $3.04M
|
33.4K
$2.72M
|
|
Apr 22, 2025
Q1 2025
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
28.4KNew |
$2.36M - $2.58M
|
28.4K
$2.31M
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
27.7K+ 198.49% |
$2.31M - $2.52M
|
41.7K
$3.39M
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
22.1K+ 18430.0% |
$1.84M - $2.01M
|
22.2K
$1.81M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
16.2KNew |
$1.34M - $1.47M
|
16.2K
$1.31M
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12.2K+ 8497.92% |
$1.02M - $1.11M
|
12.4K
$1.01M
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
10.5KNew |
$876K - $958K
|
10.5K
$857K
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
9.96K+ 202.13% |
$828K - $906K
|
14.9K
$1.21M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.66K+ 10.41% |
$804K - $879K
|
102K
$8.34M
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
8.56K+ 346.08% |
$712K - $778K
|
11K
$897K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
7.25K+ 25.75% |
$603K - $660K
|
35.4K
$2.88M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.1KNew |
$508K - $555K
|
6.1K
$496K
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
5.58K+ 5.07% |
$464K - $508K
|
116K
$9.41M
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
5.32K+ 2.06% |
$442K - $484K
|
263K
$21.4M
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.64K+ 93.63% |
$386K - $422K
|
9.6K
$781K
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
4.29KNew |
$357K - $391K
|
4.29K
$349K
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
3.9K+ 493.67% |
$324K - $355K
|
4.69K
$382K
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.68K+ 286.07% |
$306K - $334K
|
4.96K
$404K
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.67K+ 30.82% |
$305K - $334K
|
15.6K
$1.27M
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.36K+ 90.45% |
$280K - $306K
|
7.08K
$576K
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
3.29KNew |
$274K - $300K
|
3.29K
$268K
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.54KNew |
$211K - $231K
|
2.54K
$207K
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
2.42K+ 11.76% |
$201K - $220K
|
23K
$1.87M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.37KNew |
$197K - $215K
|
2.37K
$193K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.22K+ 3.93% |
$185K - $202K
|
58.7K
$4.78M
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
2.22K+ 92.85% |
$185K - $202K
|
4.61K
$375K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2K+ 74.07% |
$166K - $182K
|
4.69K
$382K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.76K+ 176200.0% |
$147K - $160K
|
1.76K
$143K
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.75KNew |
$146K - $159K
|
1.75K
$142K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.55K+ 25.12% |
$129K - $141K
|
7.73K
$629K
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
1.55K+ 6.46% |
$129K - $141K
|
25.5K
$2.08M
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.44K+ 4.02% |
$120K - $131K
|
37.2K
$3.02M
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$104K - $114K
|
1.25K
$102K
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.25K+ 16.67% |
$104K - $114K
|
8.74K
$711K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.2K+ 542.34% |
$100K - $110K
|
1.43K
$116K
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
916+ 4.57% |
$76.2K - $83.3K
|
21K
$1.71M
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
804+ 7.21% |
$66.9K - $73.2K
|
12K
$973K
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
713+ 12.22% |
$59.3K - $64.9K
|
6.55K
$533K
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
649+ 2.67% |
$54K - $59.1K
|
24.9K
$2.03M
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
609+ 1.24% |
$50.7K - $55.4K
|
49.6K
$4.03M
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
510+ 0.84% |
$42.4K - $46.4K
|
61.5K
$5.01M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
504+ 1.23% |
$41.9K - $45.9K
|
41.4K
$3.37M
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
498+ 3.9% |
$41.4K - $45.3K
|
13.3K
$1.08M
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
410+ 11.57% |
$34.1K - $37.3K
|
3.96K
$322K
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
398+ 11.81% |
$33.1K - $36.2K
|
3.77K
$307K
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
360+ 3.92% |
$29.9K - $32.8K
|
9.55K
$777K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
356New |
$29.6K - $32.4K
|
356
$29K
|