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 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-115- 6.67% |
$9.57K - $10.5K
|
1.61K
$146K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-115- 15.52% |
$9.57K - $10.5K
|
626
$56.9K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-120- 0.14% |
$9.98K - $10.9K
|
87.1K
$7.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-124- 71.26% |
$10.3K - $11.3K
|
50
$4.54K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-125- 73.96% |
$10.4K - $11.4K
|
44
$4K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-125- 0.73% |
$10.4K - $11.4K
|
16.9K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-126- 13.39% |
$10.5K - $11.5K
|
815
$74K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-130- 58.3% |
$10.8K - $11.8K
|
93
$8.45K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-135- 1.51% |
$11.2K - $12.3K
|
8.81K
$800K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-140- 3.54% |
$11.6K - $12.7K
|
3.81K
$346K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-146- 5.16% |
$12.1K - $13.3K
|
2.69K
$244K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-153- 4.61% |
$12.7K - $13.9K
|
3.17K
$288K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-155- 78.68% |
$12.9K - $14.1K
|
42
$3.81K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-158- 2.59% |
$13.1K - $14.4K
|
5.94K
$539K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-160- 4.62% |
$13.3K - $14.6K
|
3.3K
$300K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-166- 6.63% |
$13.8K - $15.1K
|
2.34K
$212K
|
|
|
May 12, 2025
Q1 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-167- 0.93% |
$13.9K - $15.2K
|
17.8K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-167- 0.84% |
$13.9K - $15.2K
|
19.6K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-173- 4.73% |
$14.4K - $15.7K
|
3.49K
$317K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-173- 1.51% |
$14.4K - $15.7K
|
11.3K
$1.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-178- 1.37% |
$14.8K - $16.2K
|
12.8K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-185- 1.02% |
$15.4K - $16.8K
|
18K
$1.64M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-193- 2.96% |
$16.1K - $17.6K
|
6.33K
$575K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-195- 7.11% |
$16.2K - $17.7K
|
2.55K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-197- 3.09% |
$16.4K - $17.9K
|
6.18K
$561K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-206- 2.03% |
$17.1K - $18.7K
|
9.93K
$902K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-211- 66.56% |
$17.6K - $19.2K
|
106
$9.63K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-226- 19.62% |
$18.8K - $20.6K
|
926
$84.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-238- 1.01% |
$19.8K - $21.7K
|
23.3K
$2.12M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-239- 3.54% |
$19.9K - $21.7K
|
6.51K
$591K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-240- 6.35% |
$20K - $21.8K
|
3.54K
$322K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-242- 1.91% |
$20.1K - $22K
|
12.4K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-245- 6.82% |
$20.4K - $22.3K
|
3.35K
$304K
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-247- 2.35% |
$20.5K - $22.5K
|
10.3K
$933K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-250- 7.35% |
$20.8K - $22.7K
|
3.15K
$286K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-250- 2.02% |
$20.8K - $22.7K
|
12.1K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-250- 10.99% |
$20.8K - $22.7K
|
2.03K
$184K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-253- 2.91% |
$21K - $23K
|
8.43K
$766K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-255- 4.86% |
$21.2K - $23.2K
|
5K
$454K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-257- 4.62% |
$21.4K - $23.4K
|
5.31K
$482K
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-268- 1.19% |
$22.3K - $24.4K
|
22.3K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-285- 9.25% |
$23.7K - $25.9K
|
2.8K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-288- 0.22% |
$24K - $26.2K
|
129K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-300- 4.35% |
$25K - $27.3K
|
6.6K
$599K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-303- 21.99% |
$25.2K - $27.6K
|
1.08K
$97.6K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-306- 0.95% |
$25.5K - $27.8K
|
32.1K
$2.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-320- 6.77% |
$26.6K - $29.1K
|
4.41K
$401K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-334- 5.65% |
$27.8K - $30.4K
|
5.58K
$507K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-343- 1.93% |
$28.5K - $31.2K
|
17.4K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-352- 11.2% |
$29.3K - $32K
|
2.79K
$253K
|