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 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-61- 2.42% |
$4.53K - $5.42K
|
2.46K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-65- 0.77% |
$4.83K - $5.78K
|
8.41K
$741K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-67- 2.71% |
$4.98K - $5.96K
|
2.4K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-70- 12.48% |
$5.2K - $6.22K
|
491
$43.2K
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
SELL
|
- |
-75- 1.59% |
$5.57K - $6.67K
|
4.65K
$409K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-80- 12.78% |
$5.94K - $7.11K
|
546
$48.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-82- 2.69% |
$6.09K - $7.29K
|
2.97K
$261K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-83- 1.16% |
$6.16K - $7.38K
|
7.07K
$622K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-89- 1.9% |
$6.61K - $7.91K
|
4.6K
$405K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-92- 1.6% |
$6.83K - $8.18K
|
5.64K
$497K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-93- 3.82% |
$6.91K - $8.27K
|
2.34K
$206K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-93- 2.81% |
$6.91K - $8.27K
|
3.21K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-97- 0.36% |
$7.2K - $8.63K
|
26.9K
$2.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-98- 2.48% |
$7.28K - $8.71K
|
3.86K
$340K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-100- 71.43% |
$7.43K - $8.89K
|
40
$3.52K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-104- 7.17% |
$7.72K - $9.25K
|
1.35K
$119K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-112- 2.97% |
$8.32K - $9.96K
|
3.66K
$322K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-113- 18.9% |
$8.39K - $10K
|
485
$42.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-124- 1.14% |
$9.21K - $11K
|
10.8K
$947K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-125- 4.42% |
$9.28K - $11.1K
|
2.7K
$238K
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-125- 3.73% |
$9.28K - $11.1K
|
3.22K
$284K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-125- 3.31% |
$9.28K - $11.1K
|
3.66K
$322K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-126- 7.15% |
$9.36K - $11.2K
|
1.64K
$144K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-129- 4.62% |
$9.58K - $11.5K
|
2.66K
$234K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-140- 4.16% |
$10.4K - $12.4K
|
3.23K
$284K
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-140- 1.74% |
$10.4K - $12.4K
|
7.91K
$697K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-141- 8.48% |
$10.5K - $12.5K
|
1.52K
$134K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-142- 4.27% |
$10.5K - $12.6K
|
3.18K
$280K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-147- 0.65% |
$10.9K - $13.1K
|
22.5K
$1.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-150- 28.85% |
$11.1K - $13.3K
|
370
$32.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-153- 1.5% |
$11.4K - $13.6K
|
10.1K
$887K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-156- 8.44% |
$11.6K - $13.9K
|
1.69K
$149K
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-162- 5.53% |
$12K - $14.4K
|
2.77K
$244K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-170- 72.65% |
$12.6K - $15.1K
|
64
$5.64K
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-178- 5.4% |
$13.2K - $15.8K
|
3.12K
$274K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-185- 3.17% |
$13.7K - $16.5K
|
5.64K
$497K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-189- 3.32% |
$14K - $16.8K
|
5.5K
$484K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-194- 1.69% |
$14.4K - $17.3K
|
11.3K
$996K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-200- 5.57% |
$14.9K - $17.8K
|
3.39K
$299K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-207- 1.45% |
$15.4K - $18.4K
|
14K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-211- 0.5% |
$15.7K - $18.8K
|
42.4K
$3.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-225- 3.31% |
$16.7K - $20K
|
6.58K
$579K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-226- 24.22% |
$16.8K - $20.1K
|
707
$62.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-242- 1.84% |
$18K - $21.5K
|
12.9K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-254- 7.45% |
$18.9K - $22.6K
|
3.16K
$278K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-257- 2.37% |
$19.1K - $22.9K
|
10.6K
$932K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-271- 7.14% |
$20.1K - $24.1K
|
3.53K
$310K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-272- 5.01% |
$20.2K - $24.2K
|
5.16K
$455K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-275- 4.23% |
$20.4K - $24.5K
|
6.22K
$548K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-292- 2.3% |
$21.7K - $26K
|
12.4K
$1.09M
|