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 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-896- 0.77% |
$74.5K - $81.5K
|
115K
$10.4M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-897- 23.24% |
$74.6K - $81.6K
|
2.96K
$269K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-901- 13.54% |
$75K - $82K
|
5.75K
$522K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-917- 7.19% |
$76.3K - $83.4K
|
11.8K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-943- 8.25% |
$78.4K - $85.8K
|
10.5K
$953K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-978- 17.27% |
$81.4K - $89K
|
4.68K
$425K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1K- 4.41% |
$83.2K - $91K
|
21.7K
$1.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.06K- 8.49% |
$88.3K - $96.5K
|
11.4K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.09K- 3.91% |
$90.9K - $99.5K
|
26.9K
$2.44M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.16K- 1.65% |
$96.1K - $105K
|
68.9K
$6.25M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.18K- 2.26% |
$98.4K - $108K
|
51.2K
$4.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.26K- 10.49% |
$104K - $114K
|
10.7K
$972K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-1.33K- 13.84% |
$110K - $121K
|
8.26K
$750K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 22.23% |
$112K - $123K
|
4.72K
$429K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.37K- 7.63% |
$114K - $125K
|
16.6K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-1.39K- 8.79% |
$115K - $126K
|
14.4K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.46K- 7.98% |
$122K - $133K
|
16.9K
$1.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.49K- 15.04% |
$124K - $135K
|
8.39K
$762K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.5K- 23.73% |
$125K - $136K
|
4.82K
$438K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.5K- 7.53% |
$125K - $137K
|
18.5K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.51K- 42.88% |
$126K - $137K
|
2.01K
$183K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.57K- 3.56% |
$131K - $143K
|
42.6K
$3.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.64K- 6.46% |
$136K - $149K
|
23.7K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.64K- 1.82% |
$136K - $149K
|
88.6K
$8.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.72K- 6.11% |
$143K - $157K
|
26.5K
$2.4M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.74K- 41.99% |
$144K - $158K
|
2.4K
$218K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-1.78K- 2.51% |
$148K - $162K
|
69K
$6.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.81K- 7.6% |
$150K - $164K
|
21.9K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.87K- 98.0% |
$155K - $170K
|
38
$3.45K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.94K- 18.8% |
$161K - $176K
|
8.37K
$760K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.96K- 4.84% |
$163K - $179K
|
38.6K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-2.01K- 34.36% |
$167K - $183K
|
3.84K
$349K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.03K- 9.4% |
$168K - $184K
|
19.5K
$1.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.34K- 49.9% |
$195K - $213K
|
2.35K
$214K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.37K- 46.89% |
$197K - $215K
|
2.68K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.51K- 27.1% |
$209K - $228K
|
6.75K
$613K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-2.67K- 4.21% |
$222K - $243K
|
60.8K
$5.52M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.84K- 38.47% |
$236K - $259K
|
4.55K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.88K- 15.86% |
$240K - $262K
|
15.3K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.94K- 17.98% |
$244K - $267K
|
13.4K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.08K- 5.18% |
$256K - $280K
|
56.3K
$5.11M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.38K- 20.99% |
$281K - $307K
|
12.7K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.42K- 1.43% |
$285K - $311K
|
235K
$21.4M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.47K- 9.73% |
$288K - $315K
|
32.2K
$2.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-3.47K- 54.72% |
$289K - $316K
|
2.87K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.51K- 13.15% |
$292K - $319K
|
23.1K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.58K- 41.99% |
$298K - $326K
|
4.94K
$449K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.62K- 23.6% |
$301K - $330K
|
11.7K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.75K- 15.05% |
$312K - $341K
|
21.2K
$1.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-3.94K- 40.46% |
$327K - $358K
|
5.79K
$526K
|