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 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-9- 0.07% |
$749 - $819
|
12.8K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-10- 0.65% |
$832 - $910
|
1.54K
$140K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-12- 0.35% |
$998 - $1.09K
|
3.45K
$313K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13- 0.45% |
$1.08K - $1.18K
|
2.87K
$261K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-15- 0.43% |
$1.25K - $1.36K
|
3.44K
$312K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-18- 7.0% |
$1.5K - $1.64K
|
239
$21.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 0.74% |
$1.66K - $1.82K
|
2.68K
$243K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-21- 4.0% |
$1.75K - $1.91K
|
504
$45.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-22- 0.71% |
$1.83K - $2K
|
3.08K
$279K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-25- 8.47% |
$2.08K - $2.27K
|
270
$24.5K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-26- 0.59% |
$2.16K - $2.37K
|
4.35K
$395K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-31- 1.3% |
$2.58K - $2.82K
|
2.36K
$214K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-32- 1.08% |
$2.66K - $2.91K
|
2.93K
$266K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-38- 0.41% |
$3.16K - $3.46K
|
9.27K
$841K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-39- 8.13% |
$3.24K - $3.55K
|
441
$40.1K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-42- 4.41% |
$3.49K - $3.82K
|
910
$82.6K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-42- 1.47% |
$3.49K - $3.82K
|
2.81K
$255K
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-44- 0.04% |
$3.66K - $4K
|
117K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-44- 0.54% |
$3.66K - $4K
|
8.04K
$730K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-48- 11.24% |
$3.99K - $4.37K
|
379
$34.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-52- 1.28% |
$4.33K - $4.73K
|
4.01K
$364K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-55- 6.85% |
$4.58K - $5K
|
748
$67.9K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-55- 0.36% |
$4.58K - $5K
|
15.1K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-55- 0.28% |
$4.58K - $5K
|
19.9K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-57- 1.51% |
$4.74K - $5.19K
|
3.73K
$338K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-57- 0.49% |
$4.74K - $5.19K
|
11.6K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-61- 4.13% |
$5.07K - $5.55K
|
1.42K
$129K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-63- 2.62% |
$5.24K - $5.73K
|
2.34K
$213K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-65- 0.5% |
$5.41K - $5.91K
|
13K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-68- 0.84% |
$5.66K - $6.19K
|
8.05K
$731K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-69- 3.6% |
$5.74K - $6.28K
|
1.85K
$168K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-69- 38.33% |
$5.74K - $6.28K
|
111
$10.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-69- 1.93% |
$5.74K - $6.28K
|
3.51K
$318K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-73- 1.9% |
$6.07K - $6.64K
|
3.77K
$343K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-74- 35.58% |
$6.16K - $6.73K
|
134
$12.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-77- 1.17% |
$6.41K - $7.01K
|
6.5K
$591K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-80- 2.99% |
$6.66K - $7.28K
|
2.6K
$236K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-81- 25.96% |
$6.74K - $7.37K
|
231
$21K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-82- 11.36% |
$6.82K - $7.46K
|
640
$58.1K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-83- 3.0% |
$6.9K - $7.55K
|
2.69K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-90- 0.39% |
$7.49K - $8.19K
|
22.8K
$2.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-95- 63.33% |
$7.9K - $8.64K
|
55
$5K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-98- 4.15% |
$8.15K - $8.92K
|
2.26K
$205K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-100- 2.48% |
$8.32K - $9.1K
|
3.93K
$357K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-100- 2.57% |
$8.32K - $9.1K
|
3.8K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-101- 0.62% |
$8.4K - $9.19K
|
16.1K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-107- 2.08% |
$8.9K - $9.74K
|
5.04K
$458K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-107- 1.85% |
$8.9K - $9.74K
|
5.69K
$516K
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-109- 33.85% |
$9.07K - $9.92K
|
213
$19.3K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-110- 2.83% |
$9.15K - $10K
|
3.78K
$343K
|