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
|
Blue Fin Capital, Inc.
|
BUY
|
- |
70+ 2.68% |
$5.2K - $6.22K
|
2.68K
$236K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
69+ 0.98% |
$5.12K - $6.14K
|
7.08K
$623K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
63+ 0.42% |
$4.68K - $5.6K
|
15.1K
$1.33M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
61+ 1.69% |
$4.53K - $5.42K
|
3.67K
$323K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
60+ 3.73% |
$4.46K - $5.34K
|
1.67K
$147K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
53+ 16.06% |
$3.94K - $4.71K
|
383
$33.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
47+ 0.94% |
$3.49K - $4.18K
|
5.03K
$443K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
45+ 1.18% |
$3.34K - $4K
|
3.86K
$340K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
45+ 0.41% |
$3.34K - $4K
|
11K
$964K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
44New |
$3.27K - $3.91K
|
44
$3.87K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
44+ 1.7% |
$3.27K - $3.91K
|
2.63K
$231K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
44New |
$3.27K - $3.91K
|
44
$3.87K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
41+ 1.39% |
$3.05K - $3.65K
|
2.99K
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
41+ 7.03% |
$3.05K - $3.65K
|
624
$54.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
39+ 0.16% |
$2.9K - $3.47K
|
23.8K
$2.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
39+ 0.49% |
$2.9K - $3.47K
|
7.95K
$700K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
38+ 1.62% |
$2.82K - $3.38K
|
2.38K
$209K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
38+ 0.29% |
$2.82K - $3.38K
|
13K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
38New |
$2.82K - $3.38K
|
38
$3.35K
|
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
36+ 0.98% |
$2.67K - $3.2K
|
3.73K
$328K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
33+ 14.86% |
$2.45K - $2.93K
|
255
$22.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
33+ 0.32% |
$2.45K - $2.93K
|
10.3K
$908K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
33+ 0.53% |
$2.45K - $2.93K
|
6.24K
$549K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
32+ 0.79% |
$2.38K - $2.85K
|
4.07K
$358K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 2.35% |
$2.23K - $2.67K
|
1.31K
$115K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
28+ 1.24% |
$2.08K - $2.49K
|
2.29K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
27New |
$2.01K - $2.4K
|
27
$2.38K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
26New |
$1.93K - $2.31K
|
26
$2.29K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
25+ 4.17% |
$1.86K - $2.22K
|
625
$55K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
25+ 0.5% |
$1.86K - $2.22K
|
5.02K
$442K
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
23+ 0.4% |
$1.71K - $2.05K
|
5.82K
$512K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
21+ 0.16% |
$1.56K - $1.87K
|
13.1K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
20+ 0.32% |
$1.49K - $1.78K
|
6.2K
$546K
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
19+ 0.55% |
$1.41K - $1.69K
|
3.46K
$304K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
19New |
$1.41K - $1.69K
|
19
$1.67K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
13+ 0.55% |
$966 - $1.16K
|
2.36K
$207K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
13+ 0.02% |
$966 - $1.16K
|
69K
$6.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
12+ 1.88% |
$891 - $1.07K
|
652
$57.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.29% |
$668 - $800
|
3.16K
$278K
|
|
|
Jul 31, 2025
Q2 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
9+ 0.04% |
$668 - $800
|
21.8K
$1.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 0.5% |
$668 - $800
|
1.82K
$160K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
8+ 16.0% |
$594 - $711
|
58
$5.11K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.19% |
$446 - $534
|
3.15K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5+ 0.14% |
$371 - $445
|
3.65K
$321K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
5New |
$371 - $445
|
5
$440
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
5+ 0.02% |
$371 - $445
|
31.2K
$2.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.45% |
$371 - $445
|
1.12K
$98.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 0.06% |
$371 - $445
|
8.58K
$755K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.51% |
$297 - $356
|
794
$69.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 0.07% |
$223 - $267
|
4.29K
$378K
|