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 953 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 $5.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,534
shares
|
$215,516
0.01% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,525
shares
|
$214,751
0.01% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
2,505
shares
|
$213,050
0.02% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
2,500
shares
|
$212,625
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,500
shares
|
$212,625
0.02% of portfolio
|
Q2 2023
Reduced 5.41%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
2,472
shares
|
$210,243
0.14% of portfolio
|
Q4 2024
Reduced 72.67%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
2,444
shares
|
$207,862
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
2,444
shares
|
$207,862
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
2,400
shares
|
$204,120
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
2,392
shares
|
$203,439
0.05% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
2,392
shares
|
$203,439
0.01% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
2,387
shares
|
$203,014
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
2,377
shares
|
$202,163
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
2,366
shares
|
$201,228
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
2,359
shares
|
$200,632
0.0% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
2,343
shares
|
$199,272
0.07% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,288
shares
|
$194,594
0.08% of portfolio
|
Q1 2024
Reduced 17.99%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
2,275
shares
|
$193,488
0.06% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,233
shares
|
$189,916
0.11% of portfolio
|
Q2 2023
Added 28.04%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
2,105
shares
|
$179,030
0.0% of portfolio
|
Q4 2024
Added 13.17%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
2,043
shares
|
$173,757
0.01% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,917
shares
|
$163,040
0.01% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,910
shares
|
$162,445
0.01% of portfolio
|
Q1 2024
Reduced 1.04%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
1,903
shares
|
$161,850
0.0% of portfolio
|
Q4 2024
Reduced 49.01%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,875
shares
|
$159,468
0.0% of portfolio
|
Q4 2024
Added 3.25%
|