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 920 institutions that hold shares in the stock, with a total of 55.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
50,763
shares
|
$4.5 Million
0.48% of portfolio
|
Q2 2024
Reduced 84.08%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
49,622
shares
|
$4.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
49,560
shares
|
$4.4 Million
1.33% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
49,210
shares
|
$4.37 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
48,963
shares
|
$4.34 Million
0.3% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
48,880
shares
|
$4.34 Million
2.79% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
48,248
shares
|
$4.28 Million
1.05% of portfolio
|
Q1 2023
Added 0.71%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
48,230
shares
|
$4.28 Million
0.44% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Client First Capital LLC
|
Jan 14, 2025 Q4 2024 |
46,519
shares
|
$4.13 Million
2.02% of portfolio
|
Q4 2024
Added 11.67%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
45,769
shares
|
$4.06 Million
0.05% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
44,913
shares
|
$3.99 Million
0.11% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Tamar Securities, LLC
|
Jan 22, 2025 Q4 2024 |
44,749
shares
|
$3.97 Million
0.52% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
44,169
shares
|
$3.92 Million
1.48% of portfolio
|
Q3 2024
New holding
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
43,900
shares
|
$3.9 Million
0.45% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
43,427
shares
|
$3.85 Million
0.46% of portfolio
|
Q3 2024
Added 67.85%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
42,669
shares
|
$3.79 Million
0.29% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
41,094
shares
|
$3.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.52%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
41,092
shares
|
$3.65 Million
1.98% of portfolio
|
Q2 2022
Added 2.11%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
41,066
shares
|
$3.64 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
39,002
shares
|
$3.46 Million
0.02% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
36,925
shares
|
$3.28 Million
0.89% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
36,777
shares
|
$3.26 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
36,588
shares
|
$3.25 Million
1.74% of portfolio
|
Q3 2024
Added 9.99%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
36,551
shares
|
$3.24 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
36,226
shares
|
$3.21 Million
0.37% of portfolio
|
Q4 2024
Added 7.85%
|