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Disclosery

XLB SELECT SECTOR SPDR TR

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SBI MATERIALS (fund)

783 managers (787 13F filers) reported a position in XLB shares at 2025-03-31, 57,493,360 shares in all. 79 filers opened a position and 103 filers sold out during the quarter.

Managers
783
13F filers
787
New
79
Added
255
Reduced
292
Sold out
103
Shares held by filers
57,493,360

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Callan Capital, LLC18,723$1.61M0.12%+8613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC18,651$1.6M0.02%-14,02313F-HRTimelineGroup
INNEALTA CAPITAL, LLC18,450$1.59M0.86%-1,50313F-HRTimeline
D L CARLSON INVESTMENT GROUP INC18,346$1.58M0.3%-56013F-HRTimeline
Fiduciary Group, LLC18,284$1.57M0.16%+1,86613F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC18,229$1.57M0.84%-63413F-HRTimeline
Moment Partners, LLC18,022$1.55M0.31%-18513F-HRTimeline
Astor Investment Management LLC17,805$1.53M0.81%-16713F-HRTimeline
Joseph P. Lucia & Associates, LLC17,656$1.52M0.69%-59113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP17,615$1.51M0.11%new13F-HRTimeline
Providence First Trust Co17,614$1.51M0.61%+27013F-HRTimeline
BOS Asset Management, LLC17,601$1.51M0.52%+1,03513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC17,409$1.5M0.04%-34313F-HRTimeline
GROUP ONE TRADING LLC17,385$1.49M0.06%new13F-HRTimeline
Steward Partners Investment Advisory, L…17,285$1.49M0.01%+36313F-HRTimeline
Sharper & Granite LLC17,260$1.48M0.61%+1,16513F-HRTimeline
Essex LLC17,001$1.46M0.32%+1,52013F-HRTimeline
FIL Ltdin group FIL Ltd16,966$1.46M<0.01%-74713F-HRTimelineGroup
LEE DANNER & BASS INC16,915$1.45M0.12%-12513F-HRTimeline
WP Advisors, LLC16,700$1.44M0.48%+6213F-HRTimeline
Pallas Capital Advisors LLC16,641$1.43M0.06%-1,37413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,576$1.43M0.04%+10,95413F-HRTimelineGroup
Crews Bank & Trust16,215$1.39M0.24%-75513F-HRTimeline
MAI Capital Management16,126$1.39M0.01%-10113F-HRTimeline
SMART Wealth LLC15,944$1.37M0.49%+2,94513F-HRTimeline
STRAIGHTLINE GROUP LLC16,180$1.37M0.88%+2,89913F-HRTimeline
Clarus Wealth Advisors16,853$1.36M0.73%-1,46113F-HRTimeline
Wilson & Boucher Capital Management, LLC15,617$1.34M1%-75113F-HRTimeline
Capital Investment Advisors, LLC15,576$1.34M0.03%+3,67013F-HRTimeline
Per Stirling Capital Management, LLC.15,418$1.33M0.19%new13F-HRTimeline
WESBANCO BANK INC15,375$1.32M0.05%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,286$1.31M<0.01%-2,88213F-HRTimeline
SCS Capital Management LLC15,125$1.3M0.02%new13F-HR/ATimeline
Busey Bank15,069$1.3M0.04%-5513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC14,880$1.28M0.27%+9,95513F-HRTimeline
Atria Investments, Inc14,812$1.27M0.02%+26513F-HRTimeline
J.W. COLE ADVISORS, INC.14,550$1.25M0.04%+9013F-HRTimeline
BLAIR WILLIAM & CO/IL14,464$1.24M<0.01%-713F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp14,397$1.24M0.14%-1,38713F-HRTimelineGroup
Advisor Resource Council16,156$1.23M0.1%new13F-HRTimeline
M3 Advisory Group, LLC14,237$1.22M0.97%+2913F-HRTimeline
Empowered Funds, LLC14,158$1.22M0.02%new13F-HRTimeline
Advisory Services Network, LLC13,972$1.2M0.02%-4,34313F-HRTimeline
Parallax Volatility Advisers, L.P.13,886$1.19M0.04%+13,88513F-HRTimeline
Foundations Investment Advisors, LLC13,874$1.19M0.02%+11,29713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC13,835$1.19M0.1%+23213F-HRTimeline
Vantage Financial Partners, LLC13,685$1.18M0.29%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,608$1.17M<0.01%+3513F-HRTimeline
Csenge Advisory Group14,453$1.17M0.07%+68813F-HRTimeline
NewEdge Advisors, LLC13,409$1.15M0.01%-2,93913F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC13,305$1.14M0.1%+5,90013F-HRTimeline
Orange Investment Advisors, Inc.13,276$1.14M0.14%+49813F-HRTimeline
Nelson Capital Management, LLC13,216$1.14M0.2%+1,12813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI13,208$1.14M0.06%013F-HRTimeline
Quantessence Capital LLC13,191$1.13M0.28%new13F-HRTimeline
LMR Partners LLPin group LMR Partners LLP13,166$1.13M0.02%013F-HRTimelineGroup
Kingsview Wealth Management, LLC13,153$1.13M0.02%-77513F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.13,097$1.13M1.04%-55113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,025$1.12M0.03%-85413F-HRTimelineGroup
Roundview Capital LLC13,019$1.12M0.08%-6513F-HRTimeline
Stillwater Capital Advisors, LLC12,971$1.12M0.16%-53613F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…12,912$1.11M0.01%new13F-HRTimelineGroup
Boltwood Capital Management12,835$1.1M0.34%-913F-HRTimeline
Mechanics Bank Trust Department12,835$1.1M0.15%-17813F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,726$1.09M0.03%+18313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…12,713$1.09M0.02%-3,37813F-HRTimelineGroup
Prospera Financial Services Inc12,575$1.08M0.02%+1,13913F-HRTimeline
Granite Harbor Advisors, Inc.12,559$1.08M0.57%+9113F-HRTimeline
Freedom Investment Management, Inc.12,500$1.07M0.09%-60613F-HRTimeline
BFSG, LLC12,440$1.07M0.13%-24213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,410$1.07M0.04%+4,29613F-HRTimeline
Conservest Capital Advisors, Inc.12,253$1.05M0.11%new13F-HRTimeline
Fulton Bank, N.A.12,147$1.04M0.04%-25013F-HRTimeline
Stockman Wealth Management, Inc.11,955$1.03M0.15%+80413F-HRTimeline
BigSur Wealth Management LLC11,910$1.02M0.28%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding11,877$1.02M-517Timeline
Sowell Financial Services LLC11,839$1.02M0.05%-91713F-HRTimeline
Cornerstone National Bank & Trust Co11,793$1.01M0.45%-1,47213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK11,785$1.01M0.01%-4,29813F-HRTimelineGroup
Abbot Financial Management, Inc.11,759$1.01M0.52%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,746$1.01M0.06%+2,84613F-HRTimelineGroup
First National Trust Co11,648$1M0.04%-5713F-HRTimeline
&PARTNERS11,733$1M0.01%-3,62413F-HRTimeline
CWC Advisors, LLC.11,575$995K0.57%+4,17613F-HRTimeline
Lineweaver Wealth Advisors, LLC11,517$991K0.17%new13F-HRTimeline
Sage Capital Advisors,llc11,501$989K0.26%+12713F-HRTimeline
Greenland Capital Management LP11,498$989K0.17%+7,56413F-HRTimeline
Iyo Bank, Ltd.11,474$987K0.32%new13F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding11,436$983K-15,151Timeline
FORBES J M & CO LLP11,305$972K0.09%-17313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding11,031$948K-492Timeline
PINNACLE ASSOCIATES LTD11,029$948K0.01%-58213F-HRTimeline
Sterling Investment Counsel, LLC11,027$948K0.32%+8,55513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.10,998$946K0.12%-52913F-HRTimeline
Signal Advisors Wealth, LLC10,956$942K0.09%-9,36413F-HRTimeline
Atria Wealth Solutions, Inc.10,923$939K0.01%+4,24713F-HRTimeline
Sage Capital Management, LLC10,905$938K0.51%+4313F-HRTimeline
Baker Avenue Asset Management, LP10,874$935K0.03%+52313F-HRTimeline
PCG ASSET MANAGEMENT, LLC10,843$932K0.87%+2113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.10,826$931K0.27%013F-HRTimeline
Carnegie Investment Counsel12,058$924K0.02%-54913F-HRTimeline
Community Bank, N.A.10,705$920K0.12%-1,25513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,691$919K<0.01%+1,01413F-HRTimelineGroup
AAFMAA Wealth Management & Trust LLC10,532$906K0.41%new13F-HRTimeline
Chesapeake Wealth Management10,488$902K0.32%-94313F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC10,446$898K0.5%+37113F-HR/ATimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …10,379$892K<0.01%013F-HRTimelineGroup
Wealthfront Advisers LLC10,285$884K<0.01%+3,07513F-HRTimeline
Orca Investment Management, LLC10,277$884K0.88%-24713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,234$880K0.01%+3,36413F-HRTimelineGroup
Peoples Bank/KS10,222$879K0.6%013F-HRTimeline
Integrated Advisors Network LLC9,929$854K0.04%-20613F-HRTimeline
Wall Street Financial Group, Inc.9,914$852K0.88%+44213F-HRTimeline
ERn Financial, LLC9,724$836K0.13%-42713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,701$834K<0.01%+12813F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp9,621$827K0.04%+7,57813F-HRTimelineGroup
Marathon Trading Investment Management …in group Marathon Trading Investment M…9,620$827K0.44%new13F-HRTimelineGroup
CWA Asset Management Group, LLC9,600$825K0.04%+4,64213F-HRTimeline
Ashton Thomas Private Wealth, LLC9,578$823K0.03%-7,57613F-HRTimeline
Davies Financial Advisors, Inc.9,546$821K0.7%+36013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp9,499$817K0.02%-42613F-HRTimelineGroup
Meridian Wealth Management, LLC9,265$796K0.04%-3813F-HRTimeline
VISTA INVESTMENT MANAGEMENT9,258$796K0.31%+2213F-HRTimeline
Kessler Investment Group, LLC9,230$794K0.39%+24613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC9,564$792K0.07%new13F-HRTimeline
Cooksen Wealth, LLC8,473$787K0.8%-58213F-HRTimeline
Glass Jacobson Investment Advisors llc9,267$780K0.26%013F-HRTimeline
Trust Co8,932$768K0.09%-6,98213F-HRTimeline
Financial Engines Advisors L.L.C.8,814$758K<0.01%-13513F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.8,752$752K0.36%+10013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC8,741$752K0.18%+1,24913F-HRTimeline
Sachetta, LLC8,663$745K0.31%-4,11213F-HRTimeline
Glen Eagle Advisors, LLC8,570$737K0.12%+1,13013F-HRTimeline
SCOTIA CAPITAL INC.8,478$729K<0.01%+30113F-HRTimeline
Laurel Wealth Advisors LLC8,431$725K0.11%-25313F-HRTimeline
Bank of New Hampshire8,386$721K0.19%-1,48513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,372$720K<0.01%-1,93813F-HRTimelineGroup
Grassi Investment Management8,256$710K0.07%-1,32613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,203$705K<0.01%+63013F-HRTimelineGroup
SOL Capital Management CO8,065$693K0.08%+30013F-HRTimeline
MontVue Capital Management, Inc.8,051$692K0.55%-6813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,043$692K0.01%-4413F-HRTimelineGroup
Ipsen Advisor Group LLC7,912$680K0.59%+3713F-HRTimeline
Cullen Capital Management, LLC7,846$675K0.01%-166,47913F-HRTimeline
Providence Capital Advisors, LLC7,745$666K0.14%+31613F-HRTimeline
INVESTMENT PARTNERS, LTD.7,725$664K0.28%013F-HRTimeline
3EDGE Asset Management, LP7,757$660K0.04%+3,23913F-HRTimeline
Sound Income Strategies, LLC7,679$660K0.04%+23213F-HRTimeline
ArchPoint Investors7,540$648K0.21%013F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC7,515$646K0.03%-10,11213F-HRTimeline
IFP Advisors, Inc7,385$635K0.02%+25213F-HRTimeline
RFG Advisory, LLC7,387$635K0.02%-5,93613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding7,442$628K-9Timeline
EQUITABLE TRUST CO7,200$619K0.03%013F-HRTimeline
Robertson Stephens Wealth Management, L…7,151$615K0.02%-44213F-HRTimeline
Castleview Partners, LLC7,079$609K0.41%+3,36213F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL7,055$607K0.11%new13F-HRTimeline
NVWM, LLC7,010$603K0.16%+19713F-HRTimeline
Apexium Financial, LP6,976$600K0.04%+35413F-HRTimeline
Callan Family Office, LLC6,906$594K0.04%013F-HRTimeline
Waverly Advisors, LLC6,841$588K0.01%new13F-HRTimeline
ROCKLAND TRUST CO6,802$585K0.03%013F-HRTimeline
Safe Harbor Fiduciary, LLC6,794$584K0.6%+1313F-HRTimeline
Ring Mountain Capital, LLC6,794$584K0.44%+1313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,781$583K<0.01%-10,01013F-HRTimelineGroup
Cresset Asset Management, LLC6,749$580K<0.01%-2,50913F-HRTimeline
Summit Financial, LLC6,747$580K0.02%-86213F-HRTimeline
MONETARY MANAGEMENT GROUP INC6,600$567K0.15%-30013F-HRTimeline
Fourth Dimension Wealth, LLC6,548$563K0.27%+71313F-HRTimeline
DIVERSIFIED TRUST CO6,507$559K0.01%new13F-HRTimeline
Global Financial Private Client, LLC6,503$559K0.21%-7713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,494$558K0.05%-37813F-HR/ATimeline
Bricktown Capital, LLC6,473$557K0.1%013F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …6,435$553K<0.01%-4,51513F-HRTimelineGroup
Aveo Capital Partners, LLC6,586$548K0.09%new13F-HRTimeline
First Horizon Advisors, Inc.6,332$544K0.02%-19313F-HRTimeline
Evernest Financial Advisors, LLC6,311$543K0.19%+33813F-HRTimeline
GeoWealth Management, LLC6,265$539K0.02%+47013F-HRTimeline
Burford Brothers, Inc.6,265$539K0.26%-51413F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.6,205$534K0.28%+20813F-HRTimeline
Empirical Asset Management, LLC6,179$531K0.18%-19713F-HRTimeline
Jacobi Capital Management LLC6,104$525K0.04%new13F-HRTimeline
Dynamic Advisor Solutions LLC6,101$525K0.02%new13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …6,030$518K0.01%013F-HRTimelineGroup
IMZ Advisory Inc6,011$517K0.23%-14,54213F-HRTimeline
Belpointe Asset Management LLC5,987$514K0.03%-77613F-HRTimeline
Fearless Solutions, LLC dba Best Invest5,948$511K0.4%+2,32913F-HRTimeline
Piscataqua Savings Bank5,939$511K0.45%-15813F-HRTimeline
MATHER GROUP, LLC.5,913$508K0.01%+12513F-HRTimeline
Perennial Investment Advisors, LLC5,899$507K0.06%+1,25913F-HRTimeline
10Elms LLP5,856$503K0.51%+38013F-HRTimeline
True Vision MN LLC5,829$501K0.3%+2,85713F-HRTimeline
Vectors Research Management, LLC5,792$498K0.17%-3,93613F-HRTimeline
Arkadios Wealth Advisors5,761$495K0.02%+69013F-HRTimeline
Bullock Wealth Management Group5,731$495K0.28%+1,59213F-HRTimeline
Pinnacle Financial Partners Inc5,751$494K0.01%-90113F-HRTimeline
GW HENSSLER & ASSOCIATES LTD5,735$493K0.03%-110,20413F-HR/ATimeline
Alaska Permanent Fund Corp5,847$491K0.01%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,691$489K<0.01%-57213F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC5,686$489K0.05%-10713F-HRTimeline