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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
5.58K+ 5.07% |
$464K - $508K
|
116K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.33KNew |
$443K - $485K
|
5.33K
$484K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
5.32K+ 2.06% |
$442K - $484K
|
263K
$23.9M
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
BUY
|
- |
5.01KNew |
$417K - $456K
|
5.01K
$455K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.92KNew |
$409K - $448K
|
4.92K
$447K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.64K+ 93.63% |
$386K - $422K
|
9.6K
$872K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
4.29KNew |
$357K - $391K
|
4.29K
$390K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.25K+ 63.62% |
$353K - $386K
|
10.9K
$992K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
4.23K+ 2.64% |
$352K - $385K
|
164K
$14.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
4.18K+ 56.44% |
$347K - $380K
|
11.6K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
4.16K+ 16.23% |
$346K - $378K
|
29.8K
$2.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
4.09K+ 7.36% |
$340K - $372K
|
59.7K
$5.42M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3.97KNew |
$330K - $361K
|
3.97K
$360K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
3.9K+ 493.67% |
$324K - $355K
|
4.69K
$426K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.68K+ 286.07% |
$306K - $334K
|
4.96K
$451K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.67K+ 30.82% |
$305K - $334K
|
15.6K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.5KNew |
$291K - $318K
|
3.5K
$318K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.37KNew |
$280K - $307K
|
3.37K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.36K+ 48.97% |
$280K - $306K
|
10.2K
$929K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.36K+ 90.45% |
$280K - $306K
|
7.08K
$643K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
3.29KNew |
$274K - $300K
|
3.29K
$299K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
3.24K+ 71.69% |
$269K - $295K
|
7.76K
$704K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.19KNew |
$265K - $290K
|
3.19K
$290K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.08K+ 42.65% |
$256K - $280K
|
10.3K
$934K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.99KNew |
$248K - $272K
|
2.99K
$271K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
2.95K+ 3.9% |
$246K - $269K
|
78.6K
$7.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.95K+ 22.66% |
$245K - $268K
|
15.9K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.92KNew |
$243K - $266K
|
2.92K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Straightline Group LLC
Troy, MI |
BUY
|
- |
2.9K+ 21.83% |
$241K - $264K
|
16.2K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.86K+ 96.13% |
$238K - $260K
|
5.83K
$529K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.85K+ 31.98% |
$237K - $259K
|
11.7K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
2.78KNew |
$231K - $253K
|
2.78K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.64K+ 12.71% |
$219K - $240K
|
23.4K
$2.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.55K+ 15.56% |
$212K - $232K
|
18.9K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.54KNew |
$211K - $231K
|
2.54K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.52KNew |
$210K - $229K
|
2.52K
$229K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.43KNew |
$202K - $221K
|
2.43K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.43KNew |
$202K - $221K
|
2.43K
$220K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
2.42K+ 11.76% |
$201K - $220K
|
23K
$2.09M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.41KNew |
$200K - $219K
|
2.41K
$219K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
2.4KNew |
$200K - $219K
|
2.4K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.4KNew |
$200K - $218K
|
2.4K
$218K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.37KNew |
$197K - $215K
|
2.37K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
2.32K+ 0.23% |
$193K - $211K
|
1M
$91M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
2.31K+ 2.24% |
$192K - $210K
|
105K
$9.58M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.28KNew |
$190K - $207K
|
2.28K
$207K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
2.22K+ 92.85% |
$185K - $202K
|
4.61K
$419K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.22K+ 3.93% |
$185K - $202K
|
58.7K
$5.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2K+ 74.07% |
$166K - $182K
|
4.69K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.96K+ 1314.77% |
$163K - $178K
|
2.11K
$191K
|