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
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-140- 1.74% |
$10.4K - $12.4K
|
7.91K
$727K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-141- 8.48% |
$10.5K - $12.5K
|
1.52K
$140K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-150- 28.85% |
$11.1K - $13.3K
|
370
$34K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-153- 1.5% |
$11.4K - $13.6K
|
10.1K
$926K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-156- 8.44% |
$11.6K - $13.9K
|
1.69K
$156K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-185- 3.17% |
$13.7K - $16.5K
|
5.64K
$519K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-194- 1.69% |
$14.4K - $17.3K
|
11.3K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-225- 3.31% |
$16.7K - $20K
|
6.58K
$605K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-305- 1.88% |
$22.7K - $27.1K
|
15.9K
$1.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-319- 8.35% |
$23.7K - $28.4K
|
3.5K
$322K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-345- 62.73% |
$25.6K - $30.7K
|
205
$18.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-389- 2.93% |
$28.9K - $34.6K
|
12.9K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-428- 6.19% |
$31.8K - $38.1K
|
6.49K
$597K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-431- 8.18% |
$32K - $38.3K
|
4.84K
$445K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-498- 9.04% |
$37K - $44.3K
|
5.01K
$461K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-500- 5.71% |
$37.1K - $44.5K
|
8.25K
$759K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-530- 9.99% |
$39.4K - $47.1K
|
4.78K
$439K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-552- 89.03% |
$41K - $49.1K
|
68
$6.25K
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-561- 0.91% |
$41.7K - $49.9K
|
61K
$5.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-587- 9.93% |
$43.6K - $52.2K
|
5.33K
$490K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-604- 5.1% |
$44.9K - $53.7K
|
11.2K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-609- 19.14% |
$45.2K - $54.2K
|
2.57K
$237K
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-627- 10.43% |
$46.6K - $55.8K
|
5.38K
$495K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-669- 24.95% |
$49.7K - $59.5K
|
2.01K
$185K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-718- 8.7% |
$53.3K - $63.8K
|
7.54K
$693K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-742- 10.64% |
$55.1K - $66K
|
6.23K
$573K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-812- 6.33% |
$60.3K - $72.2K
|
12K
$1.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-833- 2.24% |
$61.9K - $74.1K
|
36.3K
$3.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-858- 6.68% |
$63.7K - $76.3K
|
12K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-877- 2.12% |
$65.1K - $78K
|
40.5K
$3.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-913- 7.01% |
$67.8K - $81.2K
|
12.1K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-976- 10.17% |
$72.5K - $86.8K
|
8.62K
$793K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.06K- 1.88% |
$78.4K - $93.9K
|
55.2K
$5.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.06K- 1.73% |
$78.5K - $94K
|
60.1K
$5.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.12K- 15.82% |
$83.2K - $99.6K
|
5.96K
$548K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.16K- 71.26% |
$86K - $103K
|
467
$42.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.22K- 9.34% |
$90.3K - $108K
|
11.8K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.26K- 71.89% |
$93.4K - $112K
|
492
$45.2K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.44K- 5.37% |
$107K - $128K
|
25.4K
$2.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.47K- 10.16% |
$109K - $131K
|
13K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.5K- 12.59% |
$111K - $133K
|
10.4K
$957K
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-1.53K- 6.67% |
$114K - $136K
|
21.5K
$1.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.65K- 19.62% |
$122K - $146K
|
6.74K
$620K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.7K- 5.1% |
$126K - $151K
|
31.7K
$2.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.84K- 8.68% |
$136K - $163K
|
19.3K
$1.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.84K- 37.07% |
$137K - $164K
|
3.12K
$287K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.86K- 40.96% |
$138K - $165K
|
2.68K
$246K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-2.11K- 23.66% |
$157K - $188K
|
6.82K
$627K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.18K- 44.26% |
$162K - $194K
|
2.74K
$252K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.33K- 4.56% |
$173K - $207K
|
48.7K
$4.48M
|