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 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-44- 0.04% |
$3.66K - $4K
|
117K
$9.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-52- 1.28% |
$4.33K - $4.73K
|
4.01K
$326K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-55- 6.85% |
$4.58K - $5K
|
748
$60.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-63- 2.62% |
$5.24K - $5.73K
|
2.34K
$191K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-69- 1.93% |
$5.74K - $6.28K
|
3.51K
$285K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-69- 3.6% |
$5.74K - $6.28K
|
1.85K
$150K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-77- 1.17% |
$6.41K - $7.01K
|
6.5K
$529K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-80- 2.99% |
$6.66K - $7.28K
|
2.6K
$211K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-81- 25.96% |
$6.74K - $7.37K
|
231
$18.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-82- 11.36% |
$6.82K - $7.46K
|
640
$52.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-95- 63.33% |
$7.9K - $8.64K
|
55
$4.48K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-115- 15.52% |
$9.57K - $10.5K
|
626
$50.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-124- 71.26% |
$10.3K - $11.3K
|
50
$4.07K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-140- 3.54% |
$11.6K - $12.7K
|
3.81K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-146- 5.16% |
$12.1K - $13.3K
|
2.69K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-153- 4.61% |
$12.7K - $13.9K
|
3.17K
$258K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-158- 2.59% |
$13.1K - $14.4K
|
5.94K
$483K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-166- 6.63% |
$13.8K - $15.1K
|
2.34K
$190K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-167- 0.84% |
$13.9K - $15.2K
|
19.6K
$1.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-178- 1.37% |
$14.8K - $16.2K
|
12.8K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-206- 2.03% |
$17.1K - $18.7K
|
9.93K
$808K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-242- 1.91% |
$20.1K - $22K
|
12.4K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-245- 6.82% |
$20.4K - $22.3K
|
3.35K
$272K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-250- 2.02% |
$20.8K - $22.7K
|
12.1K
$989K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-250- 7.35% |
$20.8K - $22.7K
|
3.15K
$257K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-253- 2.91% |
$21K - $23K
|
8.43K
$686K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-257- 4.62% |
$21.4K - $23.4K
|
5.31K
$432K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-303- 21.99% |
$25.2K - $27.6K
|
1.08K
$87.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-320- 6.77% |
$26.6K - $29.1K
|
4.41K
$359K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-378- 5.5% |
$31.4K - $34.4K
|
6.49K
$528K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-427- 4.21% |
$35.5K - $38.9K
|
9.72K
$791K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-442- 5.82% |
$36.8K - $40.2K
|
7.15K
$582K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-536- 3.97% |
$44.6K - $48.8K
|
13K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-551- 4.04% |
$45.8K - $50.1K
|
13.1K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-585- 49.45% |
$48.7K - $53.2K
|
598
$48.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-600- 10.08% |
$49.9K - $54.6K
|
5.35K
$435K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-704- 3.18% |
$58.6K - $64.1K
|
21.4K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-743- 14.33% |
$61.8K - $67.6K
|
4.44K
$361K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-755- 4.45% |
$62.8K - $68.7K
|
16.2K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-823- 15.16% |
$68.5K - $74.9K
|
4.61K
$375K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-917- 7.19% |
$76.3K - $83.4K
|
11.8K
$963K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-978- 17.27% |
$81.4K - $89K
|
4.68K
$381K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.06K- 8.49% |
$88.3K - $96.5K
|
11.4K
$931K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.26K- 10.49% |
$104K - $114K
|
10.7K
$871K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-1.33K- 13.84% |
$110K - $121K
|
8.26K
$672K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 22.23% |
$112K - $123K
|
4.72K
$384K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.37K- 7.63% |
$114K - $125K
|
16.6K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.46K- 7.98% |
$122K - $133K
|
16.9K
$1.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.49K- 15.04% |
$124K - $135K
|
8.39K
$682K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.5K- 7.53% |
$125K - $137K
|
18.5K
$1.5M
|