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 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
301+ 8.52% |
$22.4K - $26.8K
|
3.83K
$337K
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
295+ 2.41% |
$21.9K - $26.2K
|
12.5K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
285+ 41.73% |
$21.2K - $25.3K
|
968
$85.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
284+ 7.08% |
$21.1K - $25.3K
|
4.29K
$378K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
284New |
$21.1K - $25.3K
|
284
$25K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
283+ 514.55% |
$21K - $25.2K
|
338
$29.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
281+ 0.55% |
$20.9K - $25K
|
51.4K
$4.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
272+ 19.96% |
$20.2K - $24.2K
|
1.64K
$144K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
252+ 1.01% |
$18.7K - $22.4K
|
25.2K
$2.22M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
249+ 488.24% |
$18.5K - $22.1K
|
300
$26.4K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
228+ 24.62% |
$16.9K - $20.3K
|
1.15K
$102K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
226New |
$16.8K - $20.1K
|
226
$19.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
221+ 7.19% |
$16.4K - $19.7K
|
3.3K
$290K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
210+ 5.3% |
$15.6K - $18.7K
|
4.18K
$368K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
204New |
$15.2K - $18.1K
|
204
$18K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
202New |
$15K - $18K
|
202
$17.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
200+ 0.9% |
$14.9K - $17.8K
|
22.4K
$1.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
187+ 1.96% |
$13.9K - $16.6K
|
9.75K
$859K
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
185+ 4.29% |
$13.7K - $16.5K
|
4.5K
$396K
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
178New |
$13.2K - $15.8K
|
178
$15.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
175+ 6.51% |
$13K - $15.6K
|
2.86K
$252K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
170+ 3.03% |
$12.6K - $15.1K
|
5.79K
$510K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
169New |
$12.6K - $15K
|
169
$14.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
158+ 4.2% |
$11.7K - $14K
|
3.92K
$345K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
150New |
$11.1K - $13.3K
|
150
$13.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
146+ 17.72% |
$10.8K - $13K
|
970
$85.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
140New |
$10.4K - $12.4K
|
140
$12.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
137+ 5.79% |
$10.2K - $12.2K
|
2.5K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
133+ 1.44% |
$9.88K - $11.8K
|
9.39K
$827K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
128+ 2.54% |
$9.51K - $11.4K
|
5.17K
$455K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
128+ 3.79% |
$9.51K - $11.4K
|
3.5K
$308K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
124+ 1.21% |
$9.21K - $11K
|
10.4K
$912K
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
120New |
$8.91K - $10.7K
|
120
$10.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
120+ 2.02% |
$8.91K - $10.7K
|
6.06K
$533K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
119+ 1.83% |
$8.84K - $10.6K
|
6.62K
$583K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
119+ 11.51% |
$8.84K - $10.6K
|
1.15K
$102K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
116+ 3.61% |
$8.62K - $10.3K
|
3.33K
$293K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
112+ 7.11% |
$8.32K - $9.96K
|
1.69K
$149K
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
110+ 3.91% |
$8.17K - $9.78K
|
2.92K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
106+ 0.79% |
$7.87K - $9.43K
|
13.5K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
103+ 2.39% |
$7.65K - $9.16K
|
4.41K
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
102+ 2.45% |
$7.58K - $9.07K
|
4.27K
$376K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
100+ 3.75% |
$7.43K - $8.89K
|
2.76K
$243K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
100+ 0.5% |
$7.43K - $8.89K
|
20K
$1.76M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
100New |
$7.43K - $8.89K
|
100
$8.81K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
99+ 0.72% |
$7.35K - $8.8K
|
13.9K
$1.23M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
88+ 0.76% |
$6.54K - $7.82K
|
11.7K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
79+ 0.47% |
$5.87K - $7.02K
|
16.8K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
76+ 304.0% |
$5.64K - $6.76K
|
101
$8.89K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
75+ 0.81% |
$5.57K - $6.67K
|
9.31K
$819K
|