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 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.2K+ 38.06% |
$978K - $1.17M
|
47.7K
$4.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.4K+ 53.48% |
$919K - $1.1M
|
35.5K
$3.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
12.3K+ 111.07% |
$910K - $1.09M
|
23.3K
$2.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 16.71% |
$895K - $1.07M
|
84.1K
$7.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11.9K+ 414.25% |
$883K - $1.06M
|
14.8K
$1.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.6KNew |
$862K - $1.03M
|
11.6K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.4K+ 29.4% |
$848K - $1.02M
|
50.2K
$4.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11KNew |
$818K - $979K
|
11K
$970K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
11KNew |
$815K - $976K
|
11K
$967K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.3K+ 11.33% |
$762K - $912K
|
101K
$8.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
10K+ 57.69% |
$745K - $892K
|
27.4K
$2.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
9.68KNew |
$719K - $861K
|
9.68K
$853K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.13K+ 32.84% |
$678K - $812K
|
36.9K
$3.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9KNew |
$668K - $800K
|
9K
$792K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
8.67K+ 8.46% |
$644K - $771K
|
111K
$9.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.66K+ 8.68% |
$643K - $770K
|
108K
$9.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
8.65K+ 22757.89% |
$642K - $769K
|
8.69K
$765K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.01K+ 28.47% |
$595K - $712K
|
36.2K
$3.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
8KNew |
$594K - $711K
|
8K
$704K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
7.45K+ 4.24% |
$553K - $662K
|
183K
$16.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.02K+ 56.12% |
$521K - $624K
|
19.5K
$1.72M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.87KNew |
$510K - $611K
|
6.87K
$605K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.59K+ 24.93% |
$489K - $586K
|
33K
$2.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6KNew |
$446K - $534K
|
6K
$528K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.97K+ 17.56% |
$443K - $531K
|
39.9K
$3.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.94KNew |
$441K - $529K
|
5.94K
$523K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.89K+ 26790.91% |
$438K - $524K
|
5.92K
$521K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.83KNew |
$433K - $518K
|
5.83K
$513K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
5.8K+ 158.43% |
$431K - $516K
|
9.46K
$833K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
5.72K+ 114.3% |
$425K - $509K
|
10.7K
$945K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.42K+ 66.05% |
$402K - $482K
|
13.6K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.96K+ 11.91% |
$369K - $441K
|
46.6K
$4.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
4.81KNew |
$357K - $427K
|
4.81K
$423K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.62K+ 48.25% |
$343K - $411K
|
14.2K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
4.5K+ 8.98% |
$335K - $400K
|
54.6K
$4.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
4.22K+ 24.42% |
$313K - $375K
|
21.5K
$1.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
4.17K+ 11.77% |
$310K - $371K
|
39.6K
$3.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.13K+ 4.11% |
$307K - $367K
|
105K
$9.21M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
4.08KNew |
$303K - $363K
|
4.08K
$359K
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
3.9KNew |
$289K - $347K
|
3.9K
$343K
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.83K+ 4.68% |
$284K - $340K
|
85.7K
$7.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.62KNew |
$269K - $322K
|
3.62K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.52KNew |
$261K - $313K
|
3.52K
$310K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.5K+ 10.87% |
$260K - $311K
|
35.7K
$3.14M
|
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
3.48K+ 13.67% |
$259K - $310K
|
29K
$2.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.44KNew |
$256K - $306K
|
3.44K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
3.28K+ 24.9% |
$244K - $292K
|
16.5K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
3.08KNew |
$229K - $274K
|
3.08K
$271K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.05KNew |
$226K - $271K
|
3.05K
$268K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.04KNew |
$226K - $271K
|
3.04K
$268K
|