Purchases and Sales Made in Q1 2025 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q1 2025. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR FD-MATERIAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-376- 13.71% |
$31.3K - $34.2K
|
2.37K
$215K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-378- 5.5% |
$31.4K - $34.4K
|
6.49K
$590K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-385- 1.09% |
$32K - $35K
|
35K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-392- 1.86% |
$32.6K - $35.7K
|
20.7K
$1.88M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-406- 1.03% |
$33.8K - $36.9K
|
38.9K
$3.54M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-426- 4.29% |
$35.4K - $38.8K
|
9.5K
$863K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-427- 4.21% |
$35.5K - $38.9K
|
9.72K
$883K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-442- 5.82% |
$36.8K - $40.2K
|
7.15K
$649K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-480- 27.54% |
$39.9K - $43.7K
|
1.26K
$115K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-492- 4.3% |
$40.9K - $44.8K
|
11K
$994K
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-500- 9.8% |
$41.6K - $45.5K
|
4.6K
$418K
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-500- 1.49% |
$41.6K - $45.5K
|
33K
$2.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-514- 7.58% |
$42.8K - $46.8K
|
6.27K
$569K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-529- 30.92% |
$44K - $48.1K
|
1.18K
$107K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-529- 4.59% |
$44K - $48.1K
|
11K
$999K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-536- 3.97% |
$44.6K - $48.8K
|
13K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-549- 4.35% |
$45.7K - $50K
|
12.1K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-551- 4.04% |
$45.8K - $50.1K
|
13.1K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-560- 2.96% |
$46.6K - $51K
|
18.3K
$1.67M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-560- 29.87% |
$46.6K - $51K
|
1.32K
$119K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-563- 17.45% |
$46.8K - $51.2K
|
2.66K
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-570- 8.13% |
$47.4K - $51.9K
|
6.44K
$585K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-572- 9.13% |
$47.6K - $52K
|
5.69K
$517K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-582- 5.01% |
$48.4K - $53K
|
11K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-582- 6.43% |
$48.4K - $53K
|
8.47K
$770K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-585- 49.45% |
$48.7K - $53.2K
|
598
$54.3K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-591- 3.24% |
$49.2K - $53.8K
|
17.7K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-600- 10.08% |
$49.9K - $54.6K
|
5.35K
$486K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-605- 28.74% |
$50.3K - $55K
|
1.5K
$136K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-606- 4.62% |
$50.4K - $55.1K
|
12.5K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-615- 17.26% |
$51.2K - $56K
|
2.95K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-632- 1.83% |
$52.6K - $57.5K
|
34K
$3.09M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-634- 3.36% |
$52.7K - $57.7K
|
18.2K
$1.66M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-687- 2.48% |
$57.2K - $62.5K
|
27.1K
$2.46M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-687- 2.94% |
$57.2K - $62.5K
|
22.6K
$2.06M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-687- 75.58% |
$57.2K - $62.5K
|
222
$20.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-691- 1.75% |
$57.5K - $62.9K
|
38.8K
$3.53M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-704- 3.18% |
$58.6K - $64.1K
|
21.4K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-723- 45.96% |
$60.1K - $65.8K
|
850
$77.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-743- 14.33% |
$61.8K - $67.6K
|
4.44K
$403K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-747- 4.22% |
$62.1K - $68K
|
17K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-750- 12.48% |
$62.4K - $68.2K
|
5.26K
$478K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-751- 4.59% |
$62.5K - $68.3K
|
15.6K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-755- 4.45% |
$62.8K - $68.7K
|
16.2K
$1.47M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-775- 5.56% |
$64.5K - $70.5K
|
13.2K
$1.19M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-776- 11.47% |
$64.6K - $70.6K
|
5.99K
$544K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-823- 15.16% |
$68.5K - $74.9K
|
4.61K
$418K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-854- 6.15% |
$71K - $77.7K
|
13K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-859- 18.2% |
$71.5K - $78.2K
|
3.86K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-862- 11.33% |
$71.7K - $78.4K
|
6.75K
$613K
|