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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
21,416
shares
|
$1.9 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
21,167
shares
|
$1.88 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,153
shares
|
$1.88 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
20,963
shares
|
$1.86 Million
0.84% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
20,752
shares
|
$1.84 Million
0.48% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Nov 15, 2024 Q3 2024 |
20,700
shares
|
$1.84 Million
2.49% of portfolio
|
Q3 2024
New holding
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
20,573
shares
|
$1.83 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jan 13, 2025 Q4 2024 |
20,553
shares
|
$1.82 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
20,518
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
20,419
shares
|
$1.81 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
20,320
shares
|
$1.8 Million
0.19% of portfolio
|
Q4 2024
Added 91.84%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
20,257
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
20,080
shares
|
$1.78 Million
0.92% of portfolio
|
Q3 2024
Added 24.81%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
20,054
shares
|
$1.78 Million
0.54% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
19,917
shares
|
$1.77 Million
0.37% of portfolio
|
Q3 2022
Reduced 32.65%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
19,300
shares
|
$1.71 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
19,200
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Added 11.53%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
19,109
shares
|
$1.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 13.0%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
19,035
shares
|
$1.69 Million
0.22% of portfolio
|
Q2 2024
Added 1.94%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
18,863
shares
|
$1.67 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
18,792
shares
|
$1.67 Million
0.4% of portfolio
|
Q2 2022
Reduced 4.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
18,731
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2024
Added 77.81%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
18,314
shares
|
$1.63 Million
0.77% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
18,247
shares
|
$1.62 Million
0.8% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
18,015
shares
|
$1.6 Million
0.07% of portfolio
|
Q4 2024
Added 0.94%
|