Purchases and Sales Made in Q2 2025 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-831- 6.11% |
$61.7K - $73.9K
|
12.8K
$1.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-833- 2.24% |
$61.9K - $74.1K
|
36.3K
$3.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-857- 17.17% |
$63.6K - $76.2K
|
4.13K
$364K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-858- 6.68% |
$63.7K - $76.3K
|
12K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-877- 2.12% |
$65.1K - $78K
|
40.5K
$3.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-890- 17.81% |
$66.1K - $79.1K
|
4.11K
$362K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-913- 7.01% |
$67.8K - $81.2K
|
12.1K
$1.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-942- 39.9% |
$70K - $83.8K
|
1.42K
$125K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-951- 7.56% |
$70.6K - $84.6K
|
11.6K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-967- 4.46% |
$71.8K - $86K
|
20.7K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-968- 5.28% |
$71.9K - $86.1K
|
17.4K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-976- 10.17% |
$72.5K - $86.8K
|
8.62K
$759K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-980- 16.73% |
$72.8K - $87.1K
|
4.88K
$429K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1K- 1.26% |
$74.4K - $89.1K
|
78.5K
$6.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.06K- 1.88% |
$78.4K - $93.9K
|
55.2K
$4.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.06K- 1.73% |
$78.5K - $94K
|
60.1K
$5.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.07K- 1.03% |
$79.8K - $95.5K
|
104K
$9.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.12K- 15.82% |
$83.2K - $99.6K
|
5.96K
$525K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.13K- 11.93% |
$84.1K - $101K
|
8.37K
$737K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.15K- 6.54% |
$85.6K - $102K
|
16.5K
$1.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.16K- 71.26% |
$86K - $103K
|
467
$41.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.19K- 30.89% |
$88.6K - $106K
|
2.67K
$235K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.22K- 9.34% |
$90.3K - $108K
|
11.8K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.24K- 25.16% |
$92.4K - $111K
|
3.7K
$326K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.25K- 4.71% |
$92.6K - $111K
|
25.2K
$2.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.26K- 71.89% |
$93.4K - $112K
|
492
$43.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.29K- 28.32% |
$95.6K - $114K
|
3.26K
$287K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.35K- 75.06% |
$101K - $120K
|
450
$39.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.38K- 9.0% |
$102K - $122K
|
13.9K
$1.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.41K- 7.83% |
$105K - $125K
|
16.6K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.41K- 0.9% |
$105K - $126K
|
156K
$13.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.44K- 25.49% |
$107K - $128K
|
4.22K
$371K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.44K- 5.37% |
$107K - $128K
|
25.4K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.45K- 6.87% |
$108K - $129K
|
19.7K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.46K- 18.2% |
$109K - $130K
|
6.58K
$579K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.47K- 10.16% |
$109K - $131K
|
13K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.48K- 31.29% |
$110K - $132K
|
3.25K
$286K
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.5K- 12.59% |
$111K - $133K
|
10.4K
$917K
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-1.53K- 6.67% |
$114K - $136K
|
21.5K
$1.89M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.57K- 8.61% |
$117K - $140K
|
16.7K
$1.47M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.58K- 2.19% |
$117K - $140K
|
70.4K
$6.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.59K- 25.38% |
$118K - $141K
|
4.68K
$412K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.6K- 28.56% |
$118K - $142K
|
3.99K
$351K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.65K- 19.62% |
$122K - $146K
|
6.74K
$594K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.7K- 5.1% |
$126K - $151K
|
31.7K
$2.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.74K- 82.54% |
$129K - $155K
|
368
$32.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.75K- 14.87% |
$130K - $156K
|
10K
$883K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.77K- 50.08% |
$132K - $158K
|
1.77K
$156K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.84K- 8.68% |
$136K - $163K
|
19.3K
$1.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.84K- 37.07% |
$137K - $164K
|
3.12K
$275K
|