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
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.95K+ 7.67% |
$162K - $177K
|
27.4K
$2.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.87K+ 11.37% |
$155K - $170K
|
18.3K
$1.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.76K+ 176200.0% |
$147K - $160K
|
1.76K
$160K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.75KNew |
$146K - $159K
|
1.75K
$159K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.7KNew |
$141K - $155K
|
1.7K
$154K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.64K+ 7.38% |
$136K - $149K
|
23.8K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.62K+ 0.33% |
$135K - $147K
|
499K
$45.3M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.6K+ 9.05% |
$133K - $146K
|
19.3K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1.57K+ 1.52% |
$131K - $143K
|
105K
$9.51M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.56K+ 40.55% |
$130K - $142K
|
5.41K
$491K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.56K+ 40.1% |
$130K - $142K
|
5.44K
$494K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.55K+ 25.12% |
$129K - $141K
|
7.73K
$702K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
1.55K+ 6.46% |
$129K - $141K
|
25.5K
$2.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
1.52K+ 9.82% |
$126K - $138K
|
17K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.5KNew |
$124K - $136K
|
1.5K
$136K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.44K+ 4.02% |
$120K - $131K
|
37.2K
$3.38M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
1.41K+ 0.89% |
$117K - $128K
|
159K
$14.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.36K+ 42.73% |
$113K - $124K
|
4.54K
$412K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.35K+ 300.89% |
$113K - $123K
|
1.8K
$164K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.35K+ 2.11% |
$112K - $123K
|
65.2K
$5.92M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
1.3K+ 119.85% |
$108K - $118K
|
2.38K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.26K+ 27.13% |
$105K - $115K
|
5.9K
$536K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$104K - $114K
|
1.25K
$114K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.25K+ 16.67% |
$104K - $114K
|
8.74K
$794K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.2K+ 542.34% |
$100K - $110K
|
1.43K
$130K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.17K+ 7.24% |
$96.9K - $106K
|
17.3K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.14K+ 9.96% |
$94.8K - $104K
|
12.6K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.13K+ 15.19% |
$94K - $103K
|
8.57K
$778K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.13K+ 9.33% |
$93.8K - $103K
|
13.2K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.12K+ 27.32% |
$93.4K - $102K
|
5.23K
$475K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.04K+ 6.25% |
$86.1K - $94.2K
|
17.6K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.01K+ 10.48% |
$84.4K - $92.3K
|
10.7K
$971K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
998+ 0.98% |
$83K - $90.8K
|
103K
$9.31M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
968+ 2.34% |
$80.5K - $88.1K
|
42.3K
$3.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
916+ 4.57% |
$76.2K - $83.3K
|
21K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
845+ 1.5% |
$70.3K - $76.9K
|
57.1K
$5.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
804+ 7.21% |
$66.9K - $73.2K
|
12K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
802+ 1.79% |
$66.7K - $73K
|
45.5K
$4.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
713+ 12.22% |
$59.3K - $64.9K
|
6.55K
$595K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
690+ 13.61% |
$57.4K - $62.8K
|
5.76K
$523K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
688+ 5.0% |
$57.2K - $62.6K
|
14.5K
$1.31M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
651+ 46.67% |
$54.2K - $59.2K
|
2.05K
$186K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
649+ 2.67% |
$54K - $59.1K
|
24.9K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
630+ 8.32% |
$52.4K - $57.3K
|
8.2K
$745K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
609+ 1.24% |
$50.7K - $55.4K
|
49.6K
$4.5M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
608+ 23.62% |
$50.6K - $55.3K
|
3.18K
$289K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
596+ 12.13% |
$49.6K - $54.2K
|
5.51K
$500K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
590+ 21.88% |
$49.1K - $53.7K
|
3.29K
$299K
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
525+ 0.57% |
$43.7K - $47.8K
|
93.4K
$8.49M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
523+ 5.05% |
$43.5K - $47.6K
|
10.9K
$988K
|