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 923 institutions that hold shares in the stock, with a total of 57.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
54,294
shares
|
$4.52 Million
4.49% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
53,220
shares
|
$4.43 Million
0.27% of portfolio
|
Q3 2024
Reduced 18.85%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
52,737
shares
|
$4.39 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
51,568
shares
|
$4.3 Million
0.14% of portfolio
|
Q3 2024
Reduced 68.61%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
51,252
shares
|
$4.27 Million
3.64% of portfolio
|
Q3 2024
Added 14.06%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
50,763
shares
|
$4.23 Million
0.48% of portfolio
|
Q2 2024
Reduced 84.08%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
49,622
shares
|
$4.13 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
49,560
shares
|
$4.13 Million
1.33% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
49,210
shares
|
$4.1 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
48,880
shares
|
$4.07 Million
2.79% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
48,248
shares
|
$4.02 Million
1.05% of portfolio
|
Q1 2023
Added 0.71%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
48,230
shares
|
$4.02 Million
0.44% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
45,769
shares
|
$3.81 Million
0.05% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
45,651
shares
|
$3.8 Million
0.33% of portfolio
|
Q3 2024
Added 16.78%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
44,913
shares
|
$3.74 Million
0.11% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
44,169
shares
|
$3.68 Million
1.48% of portfolio
|
Q3 2024
New holding
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
43,900
shares
|
$3.66 Million
0.45% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
43,427
shares
|
$3.62 Million
0.46% of portfolio
|
Q3 2024
Added 67.85%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
42,669
shares
|
$3.55 Million
0.29% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Tamar Securities, LLC
|
Oct 16, 2024 Q3 2024 |
42,103
shares
|
$3.51 Million
0.57% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Client First Capital LLC
|
Oct 15, 2024 Q3 2024 |
41,656
shares
|
$3.47 Million
2.22% of portfolio
|
Q3 2024
Reduced 23.46%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
41,263
shares
|
$3.44 Million
0.18% of portfolio
|
Q3 2024
Added 108.15%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
41,094
shares
|
$3.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.52%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
41,092
shares
|
$3.42 Million
1.98% of portfolio
|
Q2 2022
Added 2.11%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
41,066
shares
|
$3.42 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.58%
|