Purchases and Sales Made in Q3 2025 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
67.2K+ 88.09% |
$5.83M - $6.22M
|
143K
$12.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
51.2KNew |
$4.44M - $4.74M
|
51.2K
$4.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
40.5K+ 804.09% |
$3.51M - $3.75M
|
45.5K
$4.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
25.4KNew |
$2.21M - $2.36M
|
25.4K
$2.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
19.1K+ 11.94% |
$1.66M - $1.77M
|
179K
$15.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
16.9K+ 83.65% |
$1.46M - $1.56M
|
37.1K
$3.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
15.7KNew |
$1.36M - $1.45M
|
15.7K
$1.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
12.6K+ 22.89% |
$1.1M - $1.17M
|
67.9K
$5.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
10.2K+ 389.04% |
$887K - $947K
|
12.9K
$1.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.96K+ 185.32% |
$690K - $737K
|
12.2K
$1.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
7.21K+ 33.55% |
$625K - $667K
|
28.7K
$2.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.01K+ 86.44% |
$521K - $557K
|
13K
$1.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
5.5KNew |
$477K - $509K
|
5.5K
$484K
|
|
|
Oct 22, 2025
Q3 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
5.34K+ 4.51% |
$463K - $495K
|
124K
$10.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4.76KNew |
$413K - $441K
|
4.76K
$419K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.22K+ 39.53% |
$366K - $391K
|
14.9K
$1.31M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.25KNew |
$282K - $301K
|
3.25K
$286K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.18KNew |
$276K - $294K
|
3.18K
$280K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.12K+ 116.42% |
$271K - $289K
|
5.8K
$511K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.94KNew |
$255K - $272K
|
2.94K
$258K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.91KNew |
$253K - $270K
|
2.91K
$256K
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.74K+ 22.67% |
$237K - $253K
|
14.8K
$1.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.6K+ 150.32% |
$225K - $241K
|
4.33K
$381K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.57K+ 190.79% |
$223K - $238K
|
3.91K
$345K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.56K+ 14.95% |
$222K - $237K
|
19.7K
$1.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.46KNew |
$214K - $228K
|
2.46K
$217K
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.37KNew |
$205K - $219K
|
2.37K
$208K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
2.33K+ 71.61% |
$202K - $216K
|
5.59K
$492K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.88K+ 3.74% |
$163K - $174K
|
52.1K
$4.59M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.52K+ 25.57% |
$132K - $141K
|
7.48K
$659K
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.37K+ 5.06% |
$118K - $126K
|
28.4K
$2.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.32K+ 6.21% |
$114K - $122K
|
22.5K
$1.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
930+ 7.22% |
$80.6K - $86.1K
|
13.8K
$1.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
904+ 22.16% |
$78.4K - $83.7K
|
4.98K
$439K
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
743+ 16.51% |
$64.4K - $68.8K
|
5.24K
$462K
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
715+ 19.11% |
$62K - $66.2K
|
4.46K
$392K
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
656+ 6.44% |
$56.9K - $60.8K
|
10.8K
$955K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
639+ 6.6% |
$55.4K - $59.2K
|
10.3K
$909K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
617+ 2.75% |
$53.5K - $57.1K
|
23.1K
$2.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
609+ 2.93% |
$52.8K - $56.4K
|
21.4K
$1.88M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
536+ 21.41% |
$46.5K - $49.6K
|
3.04K
$268K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
508+ 4.12% |
$44.1K - $47K
|
12.8K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
505+ 3.85% |
$43.8K - $46.8K
|
13.6K
$1.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
498+ 7.03% |
$43.2K - $46.1K
|
7.58K
$667K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
486+ 2.65% |
$42.1K - $45K
|
18.8K
$1.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
470+ 2.13% |
$40.8K - $43.5K
|
22.6K
$1.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
454+ 1.39% |
$39.4K - $42K
|
33.2K
$2.92M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
416+ 3.49% |
$36.1K - $38.5K
|
12.3K
$1.09M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
334+ 4.9% |
$29K - $30.9K
|
7.15K
$630K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
300+ 18.24% |
$26K - $27.8K
|
1.95K
$171K
|