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 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
19.7KNew |
$1.64M - $1.8M
|
19.7K
$1.79M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.9K+ 175.86% |
$1.49M - $1.63M
|
28.1K
$2.56M
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
17.6KNew |
$1.47M - $1.6M
|
17.6K
$1.6M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.6K+ 4.52% |
$1.46M - $1.6M
|
406K
$36.9M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.4K+ 3.73% |
$1.45M - $1.58M
|
484K
$44M
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
17.4KNew |
$1.45M - $1.58M
|
17.4K
$1.58M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.4K+ 502.73% |
$1.36M - $1.49M
|
19.6K
$1.78M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
16.2KNew |
$1.34M - $1.47M
|
16.2K
$1.47M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
16.1K+ 217.3% |
$1.34M - $1.46M
|
23.5K
$2.13M
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
15.4KNew |
$1.28M - $1.4M
|
15.4K
$1.4M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
15.1KNew |
$1.26M - $1.38M
|
15.1K
$1.37M
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
14.2KNew |
$1.18M - $1.29M
|
14.2K
$1.29M
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
13.9K+ 1388500.0% |
$1.16M - $1.26M
|
13.9K
$1.26M
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
13.7KNew |
$1.14M - $1.25M
|
13.7K
$1.24M
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
13.7K+ 12.4% |
$1.14M - $1.24M
|
124K
$11.2M
|
|
May 05, 2025
Q1 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
13.6K+ 166.79% |
$1.13M - $1.24M
|
21.8K
$1.98M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
13.6K+ 8.84% |
$1.13M - $1.24M
|
167K
$15.2M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.4K+ 34.54% |
$1.12M - $1.22M
|
52.4K
$4.75M
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
13.2KNew |
$1.1M - $1.2M
|
13.2K
$1.2M
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
12.9KNew |
$1.07M - $1.17M
|
12.9K
$1.17M
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
12.3KNew |
$1.02M - $1.11M
|
12.3K
$1.11M
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12.2K+ 8497.92% |
$1.02M - $1.11M
|
12.4K
$1.12M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.1K+ 11.78% |
$1.01M - $1.1M
|
115K
$10.4M
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
11.8KNew |
$979K - $1.07M
|
11.8K
$1.07M
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
11.5KNew |
$958K - $1.05M
|
11.5K
$1.05M
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
11.5KNew |
$955K - $1.04M
|
11.5K
$1.04M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.3K+ 438.38% |
$940K - $1.03M
|
13.9K
$1.26M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11K+ 194.84% |
$911K - $997K
|
16.6K
$1.51M
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
10.5KNew |
$876K - $958K
|
10.5K
$957K
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
9.96K+ 202.13% |
$828K - $906K
|
14.9K
$1.35M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.66K+ 10.41% |
$804K - $879K
|
102K
$9.31M
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
9.62KNew |
$800K - $875K
|
9.62K
$874K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
9.56KNew |
$796K - $870K
|
9.56K
$869K
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
8.56K+ 346.08% |
$712K - $778K
|
11K
$1M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.37K+ 43.09% |
$696K - $762K
|
27.8K
$2.52M
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
8.13K+ 4.85% |
$677K - $740K
|
176K
$16M
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
BUY
|
- |
7.72K+ 17.25% |
$642K - $702K
|
52.5K
$4.76M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
7.58K+ 370.93% |
$630K - $690K
|
9.62K
$874K
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
7.56K+ 192.27% |
$629K - $688K
|
11.5K
$1.04M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
7.25K+ 25.75% |
$603K - $660K
|
35.4K
$3.22M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.09K+ 12.69% |
$589K - $645K
|
62.9K
$5.71M
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
7.06KNew |
$587K - $642K
|
7.06K
$641K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.84KNew |
$569K - $622K
|
6.84K
$621K
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.59KNew |
$548K - $599K
|
6.59K
$598K
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
6.51KNew |
$541K - $592K
|
6.51K
$591K
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
6.22K+ 2.74% |
$517K - $566K
|
233K
$21.2M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.1KNew |
$508K - $555K
|
6.1K
$554K
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.1KNew |
$508K - $555K
|
6.1K
$554K
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
5.9K+ 79.68% |
$491K - $537K
|
13.3K
$1.21M
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.58KNew |
$465K - $508K
|
5.58K
$507K
|