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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
21,178
shares
|
$1.95 Million
0.58% of portfolio
|
Q2 2025
Added 11.89%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
21,103
shares
|
$1.94 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
20,957
shares
|
$1.93 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
20,794
shares
|
$1.91 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
20,730
shares
|
$1.91 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
20,182
shares
|
$1.86 Million
0.22% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
19,917
shares
|
$1.83 Million
0.37% of portfolio
|
Q3 2022
Reduced 32.65%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
19,914
shares
|
$1.83 Million
0.47% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
19,864
shares
|
$1.83 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
19,728
shares
|
$1.81 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
19,643
shares
|
$1.81 Million
0.01% of portfolio
|
Q1 2025
Added 502.73%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
19,641
shares
|
$1.81 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
19,511
shares
|
$1.79 Million
0.26% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
19,325
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
19,035
shares
|
$1.75 Million
0.22% of portfolio
|
Q2 2024
Added 1.94%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
18,909
shares
|
$1.74 Million
0.77% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
18,792
shares
|
$1.73 Million
0.4% of portfolio
|
Q2 2022
Reduced 4.16%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
18,723
shares
|
$1.72 Million
0.12% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
18,651
shares
|
$1.71 Million
0.02% of portfolio
|
Q1 2025
Reduced 42.92%
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
18,450
shares
|
$1.7 Million
0.99% of portfolio
|
Q1 2025
Reduced 7.53%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
18,346
shares
|
$1.69 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
18,331
shares
|
$1.69 Million
0.51% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
18,284
shares
|
$1.68 Million
0.16% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
18,229
shares
|
$1.68 Million
0.86% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
18,022
shares
|
$1.66 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.02%
|