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 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$223 - $267
|
2.99K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3+ 27.27% |
$223 - $267
|
14
$1.23K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.63% |
$149 - $178
|
317
$27.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.55% |
$149 - $178
|
365
$32.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1New |
$74.3 - $88.9
|
1
$88.1
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.21% |
$74.3 - $88.9
|
484
$42.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.48% |
$74.3 - $88.9
|
211
$18.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 5.88% |
$74.3 - $88.9
|
18
$1.58K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.69% |
$74.3 - $88.9
|
145
$12.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.91% |
$74.3 - $88.9
|
111
$9.77K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.08% |
$74.3 - $88.9
|
1.32K
$116K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$74.3 - $88.9
|
9.27K
$816K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 1.92% |
$74.3 - $88.9
|
51
$4.49K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2- 0.8% |
$149 - $178
|
249
$21.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-4- 0.09% |
$297 - $356
|
4.61K
$406K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-5- 0.22% |
$371 - $445
|
2.28K
$200K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9- 2.67% |
$668 - $800
|
328
$28.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-11- 6.04% |
$817 - $978
|
171
$15.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-12- 7.59% |
$891 - $1.07K
|
146
$12.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-12- 5.19% |
$891 - $1.07K
|
219
$19.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-13- 0.23% |
$966 - $1.16K
|
5.67K
$500K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-13- 0.51% |
$966 - $1.16K
|
2.52K
$222K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-16- 4.22% |
$1.19K - $1.42K
|
363
$32K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-18- 0.14% |
$1.34K - $1.6K
|
13.2K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-18- 26.09% |
$1.34K - $1.6K
|
51
$4.49K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-19- 0.67% |
$1.41K - $1.69K
|
2.81K
$247K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-20- 0.65% |
$1.49K - $1.78K
|
3.06K
$270K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-20- 0.45% |
$1.49K - $1.78K
|
4.42K
$389K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-23- 0.17% |
$1.71K - $2.05K
|
13.7K
$1.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-23- 0.45% |
$1.71K - $2.05K
|
5.1K
$449K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-25- 0.66% |
$1.86K - $2.22K
|
3.74K
$329K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-25- 9.26% |
$1.86K - $2.22K
|
245
$21.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-26- 0.86% |
$1.93K - $2.31K
|
3.01K
$265K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-33- 55.93% |
$2.45K - $2.93K
|
26
$2.29K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-34- 19.77% |
$2.53K - $3.02K
|
138
$12.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-35- 0.3% |
$2.6K - $3.11K
|
11.7K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-36- 1.34% |
$2.67K - $3.2K
|
2.65K
$233K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-36- 1.13% |
$2.67K - $3.2K
|
3.14K
$277K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-37- 1.06% |
$2.75K - $3.29K
|
3.47K
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-38- 6.95% |
$2.82K - $3.38K
|
509
$44.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-38- 0.01% |
$2.82K - $3.38K
|
554K
$48.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-41- 1.02% |
$3.05K - $3.65K
|
4K
$352K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-42- 0.62% |
$3.12K - $3.73K
|
6.71K
$591K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
SELL
|
- |
-45- 0.26% |
$3.34K - $4K
|
17.6K
$1.55M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-45- 0.95% |
$3.34K - $4K
|
4.68K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-50- 0.9% |
$3.71K - $4.45K
|
5.53K
$487K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-52- 0.25% |
$3.86K - $4.62K
|
20.8K
$1.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-55- 1.14% |
$4.08K - $4.89K
|
4.75K
$418K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-59- 1.34% |
$4.38K - $5.25K
|
4.35K
$383K
|