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 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
127+ 1.12% |
$10.6K - $11.6K
|
11.5K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
125+ 2.16% |
$10.4K - $11.4K
|
5.91K
$537K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
123+ 3.84% |
$10.2K - $11.2K
|
3.33K
$302K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
122+ 0.55% |
$10.1K - $11.1K
|
22.2K
$2.01M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
121+ 9.81% |
$10.1K - $11K
|
1.35K
$123K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
111+ 3.04% |
$9.23K - $10.1K
|
3.76K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
103+ 8.17% |
$8.57K - $9.37K
|
1.36K
$124K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
100+ 250.0% |
$8.32K - $9.1K
|
140
$12.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
100+ 1.16% |
$8.32K - $9.1K
|
8.75K
$795K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100+ 8.33% |
$8.32K - $9.1K
|
1.3K
$118K
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
100+ 1.85% |
$8.32K - $9.1K
|
5.52K
$501K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
94+ 1.76% |
$7.82K - $8.55K
|
5.43K
$493K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
91+ 0.73% |
$7.57K - $8.28K
|
12.6K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
90+ 0.62% |
$7.49K - $8.19K
|
14.6K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
90+ 18.26% |
$7.49K - $8.19K
|
583
$52.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
86+ 0.46% |
$7.15K - $7.83K
|
18.7K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
81New |
$6.74K - $7.37K
|
81
$7.36K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
70New |
$5.82K - $6.37K
|
70
$6.36K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
67+ 2.79% |
$5.57K - $6.1K
|
2.47K
$224K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
65New |
$5.41K - $5.91K
|
65
$5.9K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
62+ 0.37% |
$5.16K - $5.64K
|
16.7K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
60New |
$4.99K - $5.46K
|
60
$5.45K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
58+ 1.46% |
$4.83K - $5.28K
|
4.04K
$367K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
57+ 1.83% |
$4.74K - $5.19K
|
3.18K
$289K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
56New |
$4.66K - $5.1K
|
56
$5.09K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
55+ 1.53% |
$4.58K - $5K
|
3.64K
$331K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
54+ 17.31% |
$4.49K - $4.91K
|
366
$33.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.98% |
$4.41K - $4.82K
|
5.43K
$494K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
50+ 1.45% |
$4.16K - $4.55K
|
3.5K
$318K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
50New |
$4.16K - $4.55K
|
50
$4.54K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
46+ 1.36% |
$3.83K - $4.19K
|
3.42K
$310K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
45+ 22.28% |
$3.74K - $4.09K
|
247
$22.4K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
44New |
$3.66K - $4K
|
44
$4K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
43+ 0.4% |
$3.58K - $3.91K
|
10.9K
$990K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
41+ 0.98% |
$3.41K - $3.73K
|
4.24K
$385K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
40+ 57.14% |
$3.33K - $3.64K
|
110
$9.99K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
40New |
$3.33K - $3.64K
|
40
$3.63K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
40+ 18.96% |
$3.33K - $3.64K
|
251
$22.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
37+ 0.47% |
$3.08K - $3.37K
|
7.91K
$719K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
35+ 0.26% |
$2.91K - $3.18K
|
13.6K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
34+ 0.8% |
$2.83K - $3.09K
|
4.31K
$391K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
34+ 0.6% |
$2.83K - $3.09K
|
5.66K
$514K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
29+ 0.2% |
$2.41K - $2.64K
|
14.2K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
26+ 0.63% |
$2.16K - $2.37K
|
4.17K
$378K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
23+ 0.46% |
$1.91K - $2.09K
|
4.99K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
22+ 0.24% |
$1.83K - $2K
|
9.26K
$841K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
21+ 0.19% |
$1.75K - $1.91K
|
10.8K
$985K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
19New |
$1.58K - $1.73K
|
19
$1.73K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
17+ 0.42% |
$1.41K - $1.55K
|
4.04K
$367K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
14+ 0.5% |
$1.16K - $1.27K
|
2.83K
$257K
|