Materials Select Sector SPDR Fund (XLB) Institutional Ownership

$89.06
-1.21 (-1.34%)
(As of 02:41 PM ET)

Institutional Ownership Changes (13F Filings) for Materials Select Sector SPDR Fund (NYSEARCA:XLB)

Number of
Institutional Buyers
(last 12 months)
422
Total
Institutional Inflows
(last 12 months)
$1.38B
Number of
Institutional Sellers
(last 12 months)
355
Total
Institutional Outflows
(last 12 months)
$2.10B
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XLB Institutional Buying and Selling by Quarter

Materials Select Sector SPDR Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2024WealthBridge Capital Management LLC2,821$262K0.1%+5.8%0.004%
4/30/2024Harel Insurance Investments & Financial Services Ltd.3,739$347K0.0%-11.5%0.006%
4/30/2024Arkadios Wealth Advisors28,604$2.66M0.2%+5.2%0.045%
4/30/2024M3 Advisory Group LLC13,087$1.22M1.1%+7.4%0.020%
4/29/2024Commonwealth Equity Services LLC109,173$10.14M0.0%+19.9%0.170%
4/27/2024 Glass Jacobson Investment Advisors llc9,745$905K0.3%+1.9%0.015%
4/27/2024 Millburn Ridgefield Corp68,971$6.41M0.2%-32.5%0.108%
4/26/2024 Pinnacle Associates Ltd.11,186$1.04M0.0%+7.8%0.017%
4/26/2024 Sterling Investment Counsel LLC7,021$652K0.3%+9.4%0.011%
4/26/2024 Aspen Investment Management Inc6,888$640K0.3%+80.6%0.011%
4/26/2024 McGuire Investment Group LLC3,524$327K0.0%+14.0%0.005%
4/26/2024 Farmers & Merchants Trust Co of Chambersburg PA11,715$1.09M0.4%+24.8%0.018%
4/26/2024 YHB Investment Advisors Inc.688$64K0.0%N/A0.001%
4/26/2024 First National Trust Co15,098$1.40M0.1%-4.9%0.024%
4/26/2024 KG&L Capital Management LLC2,256$210K0.1%N/A0.004%
4/26/2024 Davies Financial Advisors Inc.9,300$864K0.9%N/A0.015%
4/26/2024 Terra Nova Asset Management LLC29,296$2.72M2.2%-2.8%0.046%
4/25/2024 Equitable Trust Co.7,200$669K0.0%-15.0%0.011%
4/25/2024 Capital Investment Advisory Services LLC1,020$95K0.0%-16.8%0.002%
4/25/2024 HTLF Bank28,454$2.64M0.3%N/A0.044%
4/25/2024 Valeo Financial Advisors LLC2,250$209K0.0%N/A0.004%
4/25/2024 Whalen Wealth Management Inc.25,200$2.34M1.7%+137.6%0.039%
4/25/2024 Long Run Wealth Advisors LLC17,870$1.66M0.4%+6.2%0.028%
4/25/2024 Telos Capital Management Inc.26,963$2.51M0.3%+0.6%0.042%
4/25/2024 Summit Financial LLC2,231$207K0.0%N/A0.003%
4/25/2024 Cambridge Investment Research Advisors Inc.84,374$7.84M0.0%+55.7%0.132%
4/24/2024 Krilogy Financial LLC36,938$3.43M0.3%+3.1%0.058%
4/24/2024 Family Legacy Inc.24,029$2.23M0.8%-2.1%0.037%
4/24/2024 Newbridge Financial Services Group Inc.1,763$164K0.1%+17.5%0.003%
4/24/2024 Premier Path Wealth Partners LLC19,548$1.82M0.3%+17.9%0.030%
4/24/2024 Zullo Investment Group Inc.19,920$1.85M0.9%+3.3%0.031%
4/24/2024 Dakota Wealth Management115,096$10.69M0.3%+20.6%0.180%
4/24/2024 SOL Capital Management CO11,065$1.03M0.1%-8.7%0.017%
4/24/2024 NBT Bank N A NY26,969$2.51M0.2%-3.4%0.042%
4/24/2024 Spire Wealth Management25,401$2.36M0.1%-1.7%0.040%
4/24/2024 H&H Retirement Design & Management INC45,849$4.08M2.7%-10.8%0.072%
4/24/2024 Bar Harbor Wealth Management62,011$5.76M0.4%+36.3%0.097%
4/23/2024 Lunt Capital Management Inc.6,105$567K0.3%N/A0.010%
4/23/2024 Bfsg LLC13,360$1.24M0.2%+3.7%0.021%
4/23/2024 Global Retirement Partners LLC2,906$270K0.0%-24.2%0.005%
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4/23/2024 United Asset Strategies Inc.66,669$6.19M0.6%+1.5%0.104%
4/23/2024 Venturi Wealth Management LLC4,878$453K0.0%-50.7%0.008%
4/23/2024 Tyche Wealth Partners LLC3,466$322K0.1%+17.7%0.005%
4/23/2024 Fifth Third Bancorp137,872$12.81M0.1%-6.1%0.215%
4/23/2024 Raymond James Financial Services Advisors Inc.260,186$24.17M0.0%+21.4%0.406%
4/22/2024 Rovin Capital UT ADV4,272$397K0.2%+3.7%0.007%
4/22/2024 Kessler Investment Group LLC3,465$322K0.2%+6.9%0.005%
4/22/2024 PFG Investments LLC2,489$231K0.0%N/A0.004%
4/22/2024 Parsons Capital Management Inc. RI13,208$1.23M0.1%-7.0%0.021%
4/22/2024 Raymond James & Associates242,689$22.54M0.0%-6.0%0.378%
4/22/2024Ashton Thomas Private Wealth LLC15,481$1.44M0.1%-43.1%0.024%
4/19/2024 FORVIS Wealth Advisors LLC17,866$1.66M0.0%-2.2%0.028%
4/19/2024 Advisor Resource Council7,353$629K0.3%-79.2%0.011%
4/19/2024 Trust Co. of Oklahoma31,633$2.94M1.0%-1.4%0.049%
4/19/2024 E&G Advisors LP2,858$265K0.1%-9.1%0.004%
4/19/2024 Evolution Wealth Advisors LLC10,405$967K0.2%-2.9%0.016%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.32,398$3.01M0.0%-32.9%0.051%
4/18/2024 Plimoth Trust Co. LLC2,575$239K0.1%-7.8%0.004%
4/18/2024 Measured Wealth Private Client Group LLC24,834$2.31M0.8%N/A0.039%
4/18/2024 MV Capital Management Inc.5,536$514K0.1%-6.7%0.009%
4/18/2024 Woodmont Investment Counsel LLC345$32K0.0%N/A0.001%
4/18/2024 AlphaMark Advisors LLC23,540$2.19M0.8%-0.9%0.037%
4/18/2024 Hexagon Capital Partners LLC3,426$318K0.1%-30.5%0.005%
4/18/2024 Miracle Mile Advisors LLC3,577$332K0.0%-9.4%0.006%
4/18/2024 Roberts Wealth Advisors LLC3,643$326K0.1%N/A0.006%
4/18/2024 SteelPeak Wealth LLC13,897$1.29M0.1%N/A0.022%
4/18/2024 Waterway Wealth Management LLC2,400$223K0.1%N/A0.004%
4/17/2024 Dumont & Blake Investment Advisors LLC31,218$2.90M0.8%+0.6%0.049%
4/17/2024 Trilogy Capital Inc.52,148$4.84M0.3%-41.2%0.081%
4/17/2024 Founders Financial Securities LLC5,376$499K0.1%-88.9%0.008%
4/17/2024 Foguth Wealth Management LLC.3,776$351K0.2%N/A0.006%
4/17/2024 Grimes & Company Inc.154,724$14.37M0.4%N/A0.241%
4/17/2024 Burns J W & Co. Inc. NY5,297$492K0.1%-30.3%0.008%
4/16/2024 Toth Financial Advisory Corp32,106$2.98M0.4%+37.5%0.050%
4/16/2024 Trust Co. of Virginia VA118,714$11.03M1.1%-0.3%0.185%
4/16/2024 Webster Bank N. A.1,110$103K0.0%+1,010.0%0.002%
4/16/2024 Stillwater Capital Advisors LLC24,701$2.29M0.3%-0.9%0.039%
4/16/2024 Capital Insight Partners LLC57,923$5.38M1.0%+4.1%0.090%
4/16/2024 Register Financial Advisors LLC487$45K0.0%-43.0%0.001%
4/16/2024 Courier Capital LLC14,758$1.37M0.1%+2.9%0.023%
4/16/2024 Wealth Enhancement Advisory Services LLC28,250$2.62M0.0%-0.8%0.044%
4/16/2024 ERn Financial LLC9,783$909K0.2%+3.2%0.015%
4/15/2024 Clarity Financial LLC23,962$2.23M0.3%N/A0.030%
4/15/2024 St. Johns Investment Management Company LLC4,258$396K0.2%-22.9%0.005%
4/15/2024 GoalVest Advisory LLC300$28K0.0%N/A0.000%
4/15/2024 Brookstone Capital Management4,780$444K0.0%-45.7%0.006%
4/15/2024 Financial Enhancement Group LLC15,364$1.38M0.2%N/A0.019%
4/15/2024 IAM Advisory LLC5,038$468K0.1%+48.0%0.006%
4/15/2024 Sound Income Strategies LLC5,486$510K0.0%N/A0.007%
4/15/2024 Ayalon Insurance Comp Ltd.49,526$4.60M1.5%+4.1%0.062%
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4/15/2024 Cooksen Wealth LLC8,473$787K0.8%+8.6%0.011%
4/12/2024 Mechanics Bank Trust Department14,000$1.30M0.2%-4.4%0.018%
4/12/2024 CMH Wealth Management LLC60,475$5.62M1.4%-3.6%0.076%
4/12/2024 Harbor Investment Advisory LLC501$47K0.0%-70.5%0.001%
4/12/2024 AdvisorNet Financial Inc20,434$1.90M0.2%+4.8%0.026%
4/12/2024 Game Plan Financial Advisors LLC831$77K0.0%+42.3%0.001%
4/11/2024 Opal Wealth Advisors LLC2,538$236K0.1%-7.3%0.003%
4/11/2024 Bangor Savings Bank2,784$259K0.0%+67.7%0.003%
4/11/2024 Rockland Trust Co.7,047$655K0.0%-17.4%0.009%
4/11/2024 Clarus Wealth Advisors16,947$1.55M0.9%-0.7%0.021%
(Data available from 1/1/2016 forward)

XLB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLB shares?

During the previous two years, 852 institutional investors and hedge funds held shares of Materials Select Sector SPDR Fund. The most heavily invested institutionals were Aspire Private Capital LLC ($89.05B), Bank of America Corp DE ($517.35M), Morgan Stanley ($334.05M), Wells Fargo & Company MN ($231.06M), Cibc World Market Inc. ($153.39M), Citigroup Inc. ($131.53M), and Barclays PLC ($109.58M).Learn more on XLB's institutional investors.

Which institutional investors have been buying Materials Select Sector SPDR Fund stock?

Of the 714 institutional investors that purchased Materials Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($2.69M), Cibc World Market Inc. ($1.85M), CHURCHILL MANAGEMENT Corp ($1.52M), Optiver Holding B.V. ($1.10M), Meitav Dash Investments Ltd. ($1.10M), Caisse DE Depot ET Placement DU Quebec ($971K), and Bank of Nova Scotia ($933.53K).

How much institutional buying is happening at Materials Select Sector SPDR Fund?

Institutional investors have bought a total of 35,740,088 shares in the last 24 months. This purchase volume represents approximately $2.86B in transactions.

Which Materials Select Sector SPDR Fund major shareholders have been selling company stock?

Of the 510 institutional investors that sold Materials Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Barclays PLC ($14.04M), Bank of America Corp DE ($3.64M), Bessemer Group Inc. ($728.67K), Meitav Dash Investments Ltd. ($666.84K), Mirae Asset Global Investments Co. Ltd. ($574.14K), Thrivent Financial for Lutherans ($552.53K), and Tradewinds Capital Management LLC ($532.66K).

How much institutional selling is happening at Materials Select Sector SPDR Fund?

Institutional investors have sold a total of 38,046,188 shares in the last 24 months. This volume of shares sold represents approximately $2.97B in transactions.


This page (NYSEARCA:XLB) was last updated on 4/30/2024 by MarketBeat.com Staff

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