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 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
521New |
$43.3K - $47.4K
|
521
$47.3K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
521New |
$43.3K - $47.4K
|
521
$47.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
510+ 0.84% |
$42.4K - $46.4K
|
61.5K
$5.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
504+ 1.23% |
$41.9K - $45.9K
|
41.4K
$3.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
498+ 3.9% |
$41.4K - $45.3K
|
13.3K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
495+ 750.0% |
$41.2K - $45K
|
561
$51K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
470+ 8.11% |
$39.1K - $42.8K
|
6.27K
$569K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
442+ 4.67% |
$36.8K - $40.2K
|
9.91K
$900K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
425+ 13.35% |
$35.4K - $38.7K
|
3.61K
$328K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
410+ 11.57% |
$34.1K - $37.3K
|
3.96K
$359K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
398+ 11.81% |
$33.1K - $36.2K
|
3.77K
$342K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
380+ 6.94% |
$31.6K - $34.6K
|
5.86K
$532K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
365+ 9.48% |
$30.4K - $33.2K
|
4.22K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
363+ 2.15% |
$30.2K - $33K
|
17.3K
$1.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
360+ 3.92% |
$29.9K - $32.8K
|
9.55K
$867K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
356New |
$29.6K - $32.4K
|
356
$32.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
354+ 180.61% |
$29.4K - $32.2K
|
550
$50K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
354+ 5.35% |
$29.4K - $32.2K
|
6.98K
$634K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
345+ 11.39% |
$28.7K - $31.4K
|
3.37K
$306K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
338+ 5.66% |
$28.1K - $30.8K
|
6.31K
$573K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
316+ 4.25% |
$26.3K - $28.8K
|
7.75K
$703K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
301+ 3.68% |
$25K - $27.4K
|
8.48K
$770K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
300+ 3.86% |
$25K - $27.3K
|
8.07K
$732K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
275+ 7.84% |
$22.9K - $25K
|
3.78K
$343K
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
270+ 1.56% |
$22.5K - $24.6K
|
17.6K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
265+ 1.82% |
$22K - $24.1K
|
14.8K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
252+ 3.53% |
$21K - $22.9K
|
7.39K
$671K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
246+ 2.74% |
$20.5K - $22.4K
|
9.23K
$838K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
241+ 4.79% |
$20K - $21.9K
|
5.27K
$478K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
241+ 5.07% |
$20K - $21.9K
|
4.99K
$453K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
238+ 35.47% |
$19.8K - $21.7K
|
909
$82.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
232+ 1.71% |
$19.3K - $21.1K
|
13.8K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
232+ 3.12% |
$19.3K - $21.1K
|
7.68K
$697K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
226+ 24.41% |
$18.8K - $20.6K
|
1.15K
$105K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
208+ 3.47% |
$17.3K - $18.9K
|
6.21K
$564K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
203+ 0.41% |
$16.9K - $18.5K
|
50.1K
$4.55M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
200New |
$16.6K - $18.2K
|
200
$18.2K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
197+ 2.89% |
$16.4K - $17.9K
|
7.01K
$637K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
197+ 3.63% |
$16.4K - $17.9K
|
5.62K
$510K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
183+ 1.46% |
$15.2K - $16.7K
|
12.7K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
180+ 0.87% |
$15K - $16.4K
|
20.8K
$1.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
180+ 3.75% |
$15K - $16.4K
|
4.98K
$452K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
177New |
$14.7K - $16.1K
|
177
$16.1K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
171+ 1554.55% |
$14.2K - $15.6K
|
182
$16.5K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
169+ 10.61% |
$14.1K - $15.4K
|
1.76K
$160K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
151+ 0.49% |
$12.6K - $13.7K
|
31.2K
$2.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
150+ 0.56% |
$12.5K - $13.6K
|
27K
$2.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
150+ 9.75% |
$12.5K - $13.6K
|
1.69K
$153K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
145+ 10.13% |
$12.1K - $13.2K
|
1.58K
$143K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
131+ 14.51% |
$10.9K - $11.9K
|
1.03K
$93.9K
|