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 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-300- 1.31% |
$22.3K - $26.7K
|
22.5K
$1.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-305- 1.88% |
$22.7K - $27.1K
|
15.9K
$1.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-306- 2.44% |
$22.7K - $27.2K
|
12.3K
$1.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-308- 4.78% |
$22.9K - $27.4K
|
6.14K
$540K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-319- 8.35% |
$23.7K - $28.4K
|
3.5K
$308K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-329- 3.2% |
$24.4K - $29.3K
|
9.96K
$877K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-343- 5.05% |
$25.5K - $30.5K
|
6.45K
$568K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-345- 62.73% |
$25.6K - $30.7K
|
205
$18.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-360- 9.53% |
$26.7K - $32K
|
3.42K
$301K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-375- 1.07% |
$27.9K - $33.3K
|
34.6K
$3.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-389- 2.93% |
$28.9K - $34.6K
|
12.9K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-428- 6.19% |
$31.8K - $38.1K
|
6.49K
$571K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-430- 12.59% |
$31.9K - $38.2K
|
2.99K
$263K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-431- 8.18% |
$32K - $38.3K
|
4.84K
$426K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-434- 36.72% |
$32.2K - $38.6K
|
748
$65.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-454- 3.87% |
$33.7K - $40.4K
|
11.3K
$993K
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-455- 0.8% |
$33.8K - $40.5K
|
56.6K
$4.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-459- 4.19% |
$34.1K - $40.8K
|
10.5K
$924K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-466- 30.32% |
$34.6K - $41.4K
|
1.07K
$94.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-472- 0.69% |
$35.1K - $42K
|
68.4K
$6.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-476- 7.6% |
$35.4K - $42.3K
|
5.79K
$510K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-498- 9.04% |
$37K - $44.3K
|
5.01K
$441K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-500- 7.36% |
$37.1K - $44.5K
|
6.29K
$554K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-500- 5.71% |
$37.1K - $44.5K
|
8.25K
$727K
|
|
|
Jul 31, 2025
Q2 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-505- 1.53% |
$37.5K - $44.9K
|
32.4K
$2.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-510- 2.89% |
$37.9K - $45.3K
|
17.1K
$1.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-517- 2.97% |
$38.4K - $46K
|
16.9K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-525- 0.56% |
$39K - $46.7K
|
92.9K
$8.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-530- 9.99% |
$39.4K - $47.1K
|
4.78K
$420K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-537- 5.12% |
$39.9K - $47.8K
|
9.95K
$876K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-540- 22.97% |
$40.1K - $48K
|
1.81K
$159K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-552- 89.03% |
$41K - $49.1K
|
68
$5.99K
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-561- 0.91% |
$41.7K - $49.9K
|
61K
$5.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-587- 9.93% |
$43.6K - $52.2K
|
5.33K
$469K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-604- 5.1% |
$44.9K - $53.7K
|
11.2K
$989K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-609- 19.14% |
$45.2K - $54.2K
|
2.57K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-627- 10.43% |
$46.6K - $55.8K
|
5.38K
$474K
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-631- 3.04% |
$46.9K - $56.1K
|
20.1K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-666- 20.54% |
$49.5K - $59.2K
|
2.58K
$227K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-669- 24.95% |
$49.7K - $59.5K
|
2.01K
$177K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-718- 8.7% |
$53.3K - $63.8K
|
7.54K
$664K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-742- 10.64% |
$55.1K - $66K
|
6.23K
$549K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-753- 11.89% |
$55.9K - $67K
|
5.58K
$491K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-758- 10.09% |
$56.3K - $67.4K
|
6.76K
$595K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-780- 2.85% |
$57.9K - $69.4K
|
26.6K
$2.34M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-787- 23.94% |
$58.5K - $70K
|
2.5K
$220K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-790- 10.69% |
$58.7K - $70.2K
|
6.6K
$581K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-791- 17.17% |
$58.7K - $70.3K
|
3.82K
$336K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-812- 6.33% |
$60.3K - $72.2K
|
12K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-821- 8.53% |
$61K - $73K
|
8.8K
$775K
|