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 917 institutions that hold shares in the stock, with a total of 57.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2024 Q3 2024 |
8,138
shares
|
$724,282
0.6% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
8,055
shares
|
$716,895
0.99% of portfolio
|
Q3 2023
Reduced 1.31%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
8,027
shares
|
$714,403
0.0% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
8,000
shares
|
$712,000
0.22% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
7,993
shares
|
$711,377
0.36% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
7,905
shares
|
$703,545
0.4% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
7,846
shares
|
$698,294
0.53% of portfolio
|
Q4 2024
Reduced 73.18%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
7,765
shares
|
$691,085
0.07% of portfolio
|
Q4 2024
Reduced 20.48%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
7,734
shares
|
$688,326
0.69% of portfolio
|
Q4 2022
New holding
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,728
shares
|
$687,792
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
7,725
shares
|
$687,525
0.31% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
7,723
shares
|
$687,347
0.02% of portfolio
|
Q3 2024
Reduced 16.77%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
7,659
shares
|
$681,651
0.0% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
7,619
shares
|
$678,091
0.01% of portfolio
|
Q1 2024
Reduced 0.97%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
7,551
shares
|
$672,039
0.14% of portfolio
|
Q4 2022
Added 0.17%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
7,540
shares
|
$671,060
0.25% of portfolio
|
Q3 2024
Reduced 81.49%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
7,519
shares
|
$669,191
0.03% of portfolio
|
Q3 2024
Added 94.74%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
7,492
shares
|
$666,788
0.17% of portfolio
|
Q4 2024
Added 15.4%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
7,447
shares
|
$662,783
0.04% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
7,442
shares
|
$662,338
0.01% of portfolio
|
Q3 2024
Added 114.1%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
7,405
shares
|
$659,045
0.05% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
7,390
shares
|
$657,710
0.12% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
7,359
shares
|
$654,951
0.16% of portfolio
|
Q4 2024
Added 15.11%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
7,216
shares
|
$642,224
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
7,200
shares
|
$640,800
0.05% of portfolio
|
Q1 2024
Reduced 15.03%
|