Institutional Ownership Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB). We have compiled data on the 925 institutions that hold shares in the stock, with a total of 57.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
8,743
shares
|
$748,313
0.08% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
8,724
shares
|
$746,687
0.14% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
8,675
shares
|
$742,493
0.15% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
8,665
shares
|
$741,637
0.38% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
8,641
shares
|
$739,583
0.78% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
8,587
shares
|
$734,961
0.0% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
8,568
shares
|
$733,335
0.03% of portfolio
|
Q3 2024
Added 14.58%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
8,255
shares
|
$706,545
0.31% of portfolio
|
Q3 2024
Reduced 48.11%
|
|
|
Moulton Wealth Management, Inc
|
Oct 17, 2024 Q3 2024 |
8,198
shares
|
$701,666
0.67% of portfolio
|
Q3 2024
Reduced 71.28%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2024 Q3 2024 |
8,138
shares
|
$696,531
0.6% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
8,055
shares
|
$689,427
0.99% of portfolio
|
Q3 2023
Reduced 1.31%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
8,027
shares
|
$687,030
0.0% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
8,000
shares
|
$684,720
0.22% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
7,993
shares
|
$684,120
0.36% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
7,905
shares
|
$676,588
0.4% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
7,734
shares
|
$661,953
0.69% of portfolio
|
Q4 2022
New holding
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,728
shares
|
$661,439
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
7,725
shares
|
$661,182
0.31% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
7,723
shares
|
$661,011
0.02% of portfolio
|
Q3 2024
Reduced 16.77%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
7,659
shares
|
$655,533
0.0% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
7,619
shares
|
$652,110
0.01% of portfolio
|
Q1 2024
Reduced 0.97%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
7,555
shares
|
$646,632
0.06% of portfolio
|
Q3 2024
Added 36.0%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
7,551
shares
|
$646,290
0.14% of portfolio
|
Q4 2022
Added 0.17%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
7,540
shares
|
$645,348
0.25% of portfolio
|
Q3 2024
Reduced 81.49%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
7,519
shares
|
$643,551
0.03% of portfolio
|
Q3 2024
Added 94.74%
|