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 930 institutions that hold shares in the stock, with a total of 60 Million shares, which have been reported (via 13F filing form) to have a value of $5.52 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
51
shares
|
$4,688
0.0% of portfolio
|
Q2 2024
Added 8.51%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
49
shares
|
$4,504
0.0% of portfolio
|
Q2 2022
Added 88.46%
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
46
shares
|
$4,228
0.0% of portfolio
|
Q4 2024
New holding
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
44
shares
|
$4,044
0.0% of portfolio
|
Q1 2025
Reduced 73.96%
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
44
shares
|
$4,044
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
42
shares
|
$3,861
0.0% of portfolio
|
Q1 2025
Reduced 78.68%
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
42
shares
|
$3,861
0.0% of portfolio
|
Q4 2024
Added 2.44%
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
41
shares
|
$3,769
0.0% of portfolio
|
Q3 2024
New holding
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
40
shares
|
$3,677
0.0% of portfolio
|
Q4 2023
New holding
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
40
shares
|
$3,677
0.0% of portfolio
|
Q1 2025
New holding
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
40
shares
|
$3,677
0.0% of portfolio
|
Q4 2022
Added 100.0%
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
38
shares
|
$3,493
0.0% of portfolio
|
Q1 2025
Reduced 98.0%
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
38
shares
|
$3,493
0.0% of portfolio
|
Q2 2025
New holding
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
38
shares
|
$3,493
0.0% of portfolio
|
Q4 2024
New holding
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
33
shares
|
$3,033
0.0% of portfolio
|
Q1 2025
Added 3.13%
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
30
shares
|
$2,757
0.0% of portfolio
|
Q4 2024
New holding
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
27
shares
|
$2,482
0.0% of portfolio
|
Q1 2022
Reduced 11.11%
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
26
shares
|
$2,390
0.0% of portfolio
|
Q2 2025
Reduced 55.93%
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
25
shares
|
$2,298
0.0% of portfolio
|
Q4 2024
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
25
shares
|
$2,298
0.0% of portfolio
|
Q4 2024
Reduced 93.13%
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
24
shares
|
$2,206
0.0% of portfolio
|
Q3 2024
New holding
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
23
shares
|
$2,114
0.0% of portfolio
|
Q3 2024
New holding
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
23
shares
|
$2,114
0.0% of portfolio
|
Q3 2024
New holding
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
22
shares
|
$2,022
0.0% of portfolio
|
Q4 2024
Reduced 97.63%
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
19
shares
|
$1,746
0.0% of portfolio
|
Q1 2025
New holding
|