Institutional Ownership Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB). We have compiled data on the 955 institutions that hold shares in the stock, with a total of 62.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.27 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
9,055
shares
|
$769,041
0.7% of portfolio
|
Q4 2024
Added 4.79%
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
8,984
shares
|
$763,011
0.39% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
8,955
shares
|
$760,548
0.1% of portfolio
|
Q3 2024
Reduced 16.06%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
8,949
shares
|
$760,038
0.0% of portfolio
|
Q4 2024
Added 4.22%
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
8,900
shares
|
$755,877
0.05% of portfolio
|
Q4 2024
Added 67.8%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,805
shares
|
$747,808
0.25% of portfolio
|
Q2 2022
Reduced 5.6%
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
8,778
shares
|
$745,515
0.0% of portfolio
|
Q2 2023
Added 2.45%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
8,684
shares
|
$737,532
0.12% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
8,652
shares
|
$734,814
0.34% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
8,648
shares
|
$734,474
0.39% of portfolio
|
Q4 2024
New holding
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
8,523
shares
|
$723,858
0.01% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
8,475
shares
|
$719,781
0.0% of portfolio
|
Q4 2024
New holding
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
8,399
shares
|
$713,327
0.01% of portfolio
|
Q4 2024
New holding
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
8,177
shares
|
$694,472
0.0% of portfolio
|
Q4 2024
Reduced 34.32%
|
|
Mader & Shannon Wealth Management, Inc.
|
Feb 03, 2025 Q4 2024 |
8,154
shares
|
$692,519
0.42% of portfolio
|
Q4 2024
New holding
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jan 29, 2025 Q4 2024 |
8,119
shares
|
$689,546
0.52% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
8,087
shares
|
$686,828
0.01% of portfolio
|
Q4 2024
Added 6.14%
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
8,055
shares
|
$684,111
0.99% of portfolio
|
Q3 2023
Reduced 1.31%
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
7,875
shares
|
$668,823
0.57% of portfolio
|
Q4 2024
Added 1.82%
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
7,846
shares
|
$666,360
0.53% of portfolio
|
Q4 2024
Reduced 73.18%
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
7,782
shares
|
$660,925
0.24% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
7,765
shares
|
$659,481
0.07% of portfolio
|
Q4 2024
Reduced 20.48%
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
7,725
shares
|
$656,084
0.27% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
7,609
shares
|
$646,232
0.02% of portfolio
|
Q4 2024
Added 1.2%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
7,593
shares
|
$644,873
0.02% of portfolio
|
Q4 2024
Reduced 15.2%
|