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 |
|---|---|---|---|---|---|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
2,570
shares
|
$219,966
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,554
shares
|
$218,596
0.02% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
2,553
shares
|
$218,511
0.01% of portfolio
|
Q3 2024
Reduced 41.47%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,548
shares
|
$218,083
0.01% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2024 Q3 2024 |
2,525
shares
|
$216,114
0.02% of portfolio
|
Q3 2024
Reduced 65.2%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,515
shares
|
$215,258
0.02% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,500
shares
|
$213,975
0.02% of portfolio
|
Q2 2023
Reduced 5.41%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
2,500
shares
|
$213,975
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
2,426
shares
|
$207,641
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
2,422
shares
|
$207,298
0.09% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
2,400
shares
|
$205,416
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
2,400
shares
|
$205,416
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,398
shares
|
$205,244
0.09% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
2,387
shares
|
$204,303
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
2,385
shares
|
$204,132
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
2,372
shares
|
$203,019
0.06% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
2,362
shares
|
$202,163
0.02% of portfolio
|
Q3 2024
Reduced 17.84%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
2,325
shares
|
$198,996
0.02% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
2,311
shares
|
$197,798
0.01% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
2,291
shares
|
$196,086
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
2,288
shares
|
$195,829
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,288
shares
|
$195,829
0.08% of portfolio
|
Q1 2024
Reduced 17.99%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
2,280
shares
|
$195,145
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
2,276
shares
|
$194,802
0.01% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
2,275
shares
|
$194,717
0.07% of portfolio
|
Q1 2024
Reduced 3.19%
|