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 63 Million shares, which have been reported (via 13F filing form) to have a value of $5.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
50,141
shares
|
$4.14 Million
2.71% of portfolio
|
Q1 2025
Added 0.41%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
49,877
shares
|
$4.12 Million
0.05% of portfolio
|
Q4 2024
Added 8.98%
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
49,572
shares
|
$4.1 Million
0.3% of portfolio
|
Q1 2025
Added 1.24%
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
48,248
shares
|
$3.99 Million
1.05% of portfolio
|
Q1 2023
Added 0.71%
|
|
Client First Capital LLC
|
Jan 14, 2025 Q4 2024 |
46,519
shares
|
$3.84 Million
2.02% of portfolio
|
Q4 2024
Added 11.67%
|
|
Tamar Securities, LLC
|
Jan 22, 2025 Q4 2024 |
44,749
shares
|
$3.7 Million
0.52% of portfolio
|
Q4 2024
Added 6.28%
|
|
German American Bancorp, Inc.
Jasper, IN |
Feb 13, 2025 Q4 2024 |
44,734
shares
|
$3.7 Million
0.4% of portfolio
|
Q4 2024
Added 1.9%
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
44,157
shares
|
$3.65 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
41,811
shares
|
$3.45 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
41,684
shares
|
$3.44 Million
0.12% of portfolio
|
Q1 2025
Added 198.49%
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
41,419
shares
|
$3.42 Million
0.26% of portfolio
|
Q1 2025
Added 1.23%
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
41,380
shares
|
$3.42 Million
0.02% of portfolio
|
Q4 2024
Reduced 16.61%
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Feb 14, 2025 Q4 2024 |
41,216
shares
|
$3.41 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
41,092
shares
|
$3.4 Million
1.98% of portfolio
|
Q2 2022
Added 2.11%
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
40,556
shares
|
$3.35 Million
0.23% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
39,523
shares
|
$3.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
39,337
shares
|
$3.25 Million
1.69% of portfolio
|
Q4 2024
Added 7.51%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
39,133
shares
|
$3.23 Million
0.01% of portfolio
|
Q4 2024
Added 0.34%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
38,909
shares
|
$3.21 Million
0.16% of portfolio
|
Q4 2024
Reduced 40.75%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
38,510
shares
|
$3.18 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
37,164
shares
|
$3.07 Million
0.22% of portfolio
|
Q1 2025
Added 4.02%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
36,777
shares
|
$3.04 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
36,003
shares
|
$2.97 Million
0.02% of portfolio
|
Q4 2024
Added 6.52%
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
35,630
shares
|
$2.94 Million
0.03% of portfolio
|
Q4 2024
Added 74.49%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
35,513
shares
|
$2.93 Million
0.24% of portfolio
|
Q4 2024
Added 6.19%
|