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
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
730+ 4.15% |
$54.2K - $64.9K
|
18.3K
$1.61M
|
|
|
Aug 28, 2025
Q2 2025
|
Straightline Group LLC
Troy, MI |
BUY
|
- |
729+ 4.51% |
$54.1K - $64.8K
|
16.9K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
686+ 2.14% |
$50.9K - $61K
|
32.8K
$2.88M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
682+ 1.86% |
$50.7K - $60.6K
|
37.4K
$3.29M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
637+ 5.01% |
$47.3K - $56.6K
|
13.4K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
627+ 9.63% |
$46.6K - $55.8K
|
7.14K
$629K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
610+ 0.34% |
$45.3K - $54.2K
|
181K
$16M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
607+ 7.84% |
$45.1K - $54K
|
8.35K
$735K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
600+ 3.08% |
$44.6K - $53.4K
|
20.1K
$1.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
593+ 3.07% |
$44K - $52.7K
|
19.9K
$1.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
578+ 4.0% |
$42.9K - $51.4K
|
15K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
576+ 28.66% |
$42.8K - $51.2K
|
2.59K
$228K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
564+ 3.26% |
$41.9K - $50.2K
|
17.8K
$1.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
558+ 18.83% |
$41.4K - $49.6K
|
3.52K
$310K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
548+ 4.76% |
$40.7K - $48.7K
|
12.1K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
535+ 9.07% |
$39.7K - $47.6K
|
6.43K
$567K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
535+ 8.76% |
$39.7K - $47.6K
|
6.64K
$585K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
500+ 4.62% |
$37.1K - $44.5K
|
11.3K
$997K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
497+ 4.09% |
$36.9K - $44.2K
|
12.6K
$1.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
492+ 2.89% |
$36.5K - $43.7K
|
17.5K
$1.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
476+ 1133.33% |
$35.4K - $42.3K
|
518
$45.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
458+ 6.99% |
$34K - $40.7K
|
7.01K
$617K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
456New |
$33.9K - $40.5K
|
456
$40.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
452+ 5.4% |
$33.6K - $40.2K
|
8.82K
$777K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
441+ 6.99% |
$32.8K - $39.2K
|
6.75K
$595K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
424+ 2.15% |
$31.5K - $37.7K
|
20.2K
$1.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
421+ 13.29% |
$31.3K - $37.4K
|
3.59K
$316K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
420+ 13.98% |
$31.2K - $37.3K
|
3.43K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
420+ 175.73% |
$31.2K - $37.3K
|
659
$58K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
414+ 6.05% |
$30.7K - $36.8K
|
7.26K
$639K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
404New |
$30K - $35.9K
|
404
$35.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
404New |
$30K - $35.9K
|
404
$35.6K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
402+ 3.76% |
$29.9K - $35.7K
|
11.1K
$977K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
400New |
$29.7K - $35.6K
|
400
$35.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
400+ 7.64% |
$29.7K - $35.6K
|
5.64K
$496K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
392+ 1.83% |
$29.1K - $34.9K
|
21.8K
$1.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
384+ 1.0% |
$28.5K - $34.1K
|
38.9K
$3.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
381+ 1.28% |
$28.3K - $33.9K
|
30.2K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
380+ 5.6% |
$28.2K - $33.8K
|
7.16K
$631K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
378+ 3.16% |
$28.1K - $33.6K
|
12.3K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
372New |
$27.6K - $33.1K
|
372
$32.8K
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
355+ 6.43% |
$26.4K - $31.6K
|
5.87K
$517K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
347+ 3.0% |
$25.8K - $30.9K
|
11.9K
$1.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
345+ 1.07% |
$25.6K - $30.7K
|
32.7K
$2.88M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
336+ 7.92% |
$25K - $29.9K
|
4.58K
$403K
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
336+ 10.09% |
$25K - $29.9K
|
3.67K
$323K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
312+ 5.74% |
$23.2K - $27.7K
|
5.75K
$506K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
309+ 11.91% |
$22.9K - $27.5K
|
2.9K
$256K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
308+ 0.26% |
$22.9K - $27.4K
|
118K
$10.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
303+ 21.25% |
$22.5K - $26.9K
|
1.73K
$152K
|