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 922 institutions that hold shares in the stock, with a total of 53.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
44
shares
|
$4,033
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
44
shares
|
$4,033
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
42
shares
|
$3,850
0.0% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
41
shares
|
$3,758
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
40
shares
|
$3,667
0.0% of portfolio
|
Q4 2022
Added 100.0%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
40
shares
|
$3,667
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
40
shares
|
$3,667
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
40
shares
|
$3,667
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
38
shares
|
$3,483
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
38
shares
|
$3,483
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
33
shares
|
$3,025
0.0% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
30
shares
|
$2,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
27
shares
|
$2,475
0.0% of portfolio
|
Q1 2022
Reduced 11.11%
|
|
|
Premier Financial Group
Eureka, CA |
Aug 14, 2025 Q2 2025 |
27
shares
|
$2,475
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
26
shares
|
$2,383
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
26
shares
|
$2,383
0.0% of portfolio
|
Q2 2025
Reduced 55.93%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
24
shares
|
$2,200
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
23
shares
|
$2,108
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
23
shares
|
$2,108
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
19
shares
|
$1,741
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
19
shares
|
$1,741
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
18
shares
|
$1,650
0.0% of portfolio
|
Q2 2024
Reduced 97.19%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
18
shares
|
$1,650
0.0% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
18
shares
|
$1,650
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
15
shares
|
$1,375
0.0% of portfolio
|
Q4 2023
Reduced 51.61%
|