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 |
---|---|---|---|---|---|---|---|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
169New |
$12.6K - $15K
|
169
$15.5K
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
150New |
$11.1K - $13.3K
|
150
$13.8K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
137+ 5.79% |
$10.2K - $12.2K
|
2.5K
$230K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
128+ 3.79% |
$9.51K - $11.4K
|
3.5K
$322K
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
120+ 2.02% |
$8.91K - $10.7K
|
6.06K
$557K
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
119+ 1.83% |
$8.84K - $10.6K
|
6.62K
$609K
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
116+ 3.61% |
$8.62K - $10.3K
|
3.33K
$306K
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
103+ 2.39% |
$7.65K - $9.16K
|
4.41K
$406K
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
99+ 0.72% |
$7.35K - $8.8K
|
13.9K
$1.28M
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
75+ 0.81% |
$5.57K - $6.67K
|
9.31K
$855K
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
63+ 0.42% |
$4.68K - $5.6K
|
15.1K
$1.39M
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
61+ 1.69% |
$4.53K - $5.42K
|
3.67K
$337K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
45+ 1.18% |
$3.34K - $4K
|
3.86K
$355K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
41+ 1.39% |
$3.05K - $3.65K
|
2.99K
$275K
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
41+ 7.03% |
$3.05K - $3.65K
|
624
$57.4K
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
38+ 0.29% |
$2.82K - $3.38K
|
13K
$1.2M
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
38New |
$2.82K - $3.38K
|
38
$3.49K
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
38+ 1.62% |
$2.82K - $3.38K
|
2.38K
$219K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
32+ 0.79% |
$2.38K - $2.85K
|
4.07K
$374K
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
21+ 0.16% |
$1.56K - $1.87K
|
13.1K
$1.21M
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
13+ 0.02% |
$966 - $1.16K
|
69K
$6.34M
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
13+ 0.55% |
$966 - $1.16K
|
2.36K
$217K
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.29% |
$668 - $800
|
3.16K
$291K
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
8+ 16.0% |
$594 - $711
|
58
$5.33K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.51% |
$297 - $356
|
794
$73K
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 0.07% |
$223 - $267
|
4.29K
$395K
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$223 - $267
|
2.99K
$275K
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.48% |
$74.3 - $88.9
|
211
$19.4K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1New |
$74.3 - $88.9
|
1
$91.9
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.08% |
$74.3 - $88.9
|
1.32K
$121K
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 1.92% |
$74.3 - $88.9
|
51
$4.69K
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-4- 0.09% |
$297 - $356
|
4.61K
$424K
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9- 2.67% |
$668 - $800
|
328
$30.2K
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-12- 7.59% |
$891 - $1.07K
|
146
$13.4K
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-13- 0.23% |
$966 - $1.16K
|
5.67K
$522K
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-18- 0.14% |
$1.34K - $1.6K
|
13.2K
$1.21M
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-20- 0.65% |
$1.49K - $1.78K
|
3.06K
$282K
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-25- 0.66% |
$1.86K - $2.22K
|
3.74K
$344K
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-33- 55.93% |
$2.45K - $2.93K
|
26
$2.39K
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-36- 1.34% |
$2.67K - $3.2K
|
2.65K
$244K
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-37- 1.06% |
$2.75K - $3.29K
|
3.47K
$319K
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-52- 0.25% |
$3.86K - $4.62K
|
20.8K
$1.91M
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-55- 1.14% |
$4.08K - $4.89K
|
4.75K
$437K
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-61- 2.42% |
$4.53K - $5.42K
|
2.46K
$227K
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-80- 12.78% |
$5.94K - $7.11K
|
546
$50.2K
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-83- 1.16% |
$6.16K - $7.38K
|
7.07K
$650K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-98- 2.48% |
$7.28K - $8.71K
|
3.86K
$355K
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-113- 18.9% |
$8.39K - $10K
|
485
$44.6K
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-125- 4.42% |
$9.28K - $11.1K
|
2.7K
$248K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-126- 7.15% |
$9.36K - $11.2K
|
1.64K
$150K
|