Purchases and Sales Made in Q2 2025 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
81.3KNew |
$6.04M - $7.23M
|
81.3K
$7.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
31.9K+ 31.12% |
$2.37M - $2.84M
|
134K
$12.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 16.71% |
$895K - $1.07M
|
84.1K
$7.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.6KNew |
$862K - $1.03M
|
11.6K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
7.45K+ 4.24% |
$553K - $662K
|
183K
$16.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6KNew |
$446K - $534K
|
6K
$545K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
5.72K+ 114.3% |
$425K - $509K
|
10.7K
$974K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
4.17K+ 11.77% |
$310K - $371K
|
39.6K
$3.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.05KNew |
$226K - $271K
|
3.05K
$277K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.85K+ 5.74% |
$211K - $253K
|
52.4K
$4.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
2.52K+ 4.22% |
$187K - $224K
|
62.2K
$5.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.43KNew |
$180K - $216K
|
2.43K
$220K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.25K+ 11.89% |
$167K - $200K
|
21.2K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
2.06K+ 12.2% |
$153K - $183K
|
18.9K
$1.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.73K+ 1.48% |
$129K - $154K
|
119K
$10.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.44K+ 16.52% |
$107K - $128K
|
10.2K
$925K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.12K+ 5.32% |
$82.9K - $99.2K
|
22.1K
$2.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
763+ 45.2% |
$56.7K - $67.8K
|
2.45K
$223K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
730+ 4.15% |
$54.2K - $64.9K
|
18.3K
$1.66M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
637+ 5.01% |
$47.3K - $56.6K
|
13.4K
$1.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
593+ 3.07% |
$44K - $52.7K
|
19.9K
$1.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
548+ 4.76% |
$40.7K - $48.7K
|
12.1K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
500+ 4.62% |
$37.1K - $44.5K
|
11.3K
$1.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
497+ 4.09% |
$36.9K - $44.2K
|
12.6K
$1.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
456New |
$33.9K - $40.5K
|
456
$41.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
424+ 2.15% |
$31.5K - $37.7K
|
20.2K
$1.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
381+ 1.28% |
$28.3K - $33.9K
|
30.2K
$2.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
378+ 3.16% |
$28.1K - $33.6K
|
12.3K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
347+ 3.0% |
$25.8K - $30.9K
|
11.9K
$1.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
345+ 1.07% |
$25.6K - $30.7K
|
32.7K
$2.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
336+ 7.92% |
$25K - $29.9K
|
4.58K
$416K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
312+ 5.74% |
$23.2K - $27.7K
|
5.75K
$522K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
308+ 0.26% |
$22.9K - $27.4K
|
118K
$10.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
303+ 21.25% |
$22.5K - $26.9K
|
1.73K
$157K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
284+ 7.08% |
$21.1K - $25.3K
|
4.29K
$390K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
204New |
$15.2K - $18.1K
|
204
$18.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
170+ 3.03% |
$12.6K - $15.1K
|
5.79K
$526K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
169New |
$12.6K - $15K
|
169
$15.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
137+ 5.79% |
$10.2K - $12.2K
|
2.5K
$227K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
120+ 2.02% |
$8.91K - $10.7K
|
6.06K
$550K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
119+ 1.83% |
$8.84K - $10.6K
|
6.62K
$601K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
116+ 3.61% |
$8.62K - $10.3K
|
3.33K
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
103+ 2.39% |
$7.65K - $9.16K
|
4.41K
$401K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
99+ 0.72% |
$7.35K - $8.8K
|
13.9K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
63+ 0.42% |
$4.68K - $5.6K
|
15.1K
$1.37M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
61+ 1.69% |
$4.53K - $5.42K
|
3.67K
$333K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
45+ 1.18% |
$3.34K - $4K
|
3.86K
$350K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
41+ 7.03% |
$3.05K - $3.65K
|
624
$56.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
38New |
$2.82K - $3.38K
|
38
$3.45K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
38+ 0.29% |
$2.82K - $3.38K
|
13K
$1.18M
|