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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
Financial Advocates Investment Manageme…5,658$487K0.03%+3413F-HRTimeline
Windsor Capital Management, LLC5,619$483K0.15%+19713F-HRTimeline
Edgestream Partners, L.P.5,584$480K0.02%new13F-HRTimeline
Bank of Marin5,579$480K0.61%-33413F-HRTimeline
Bristlecone Advisors, LLC5,560$478K0.04%013F-HRTimeline
RiverGlades Family Offices LLC5,519$475K0.34%+10013F-HRTimeline
HB Wealth Management, LLC5,508$474K<0.01%+59613F-HRTimeline
Institute for Wealth Management, LLC.5,500$473K0.06%013F-HRTimeline
McGuire Investment Group, LLC5,440$468K0.07%+1,55713F-HRTimeline
First National Bank of Hutchinson5,432$467K0.31%+9413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,407$465K<0.01%+1,56013F-HRTimelineGroup
Montecito Bank & Trust5,350$460K0.08%-60013F-HRTimeline
Foguth Wealth Management, LLC.5,306$456K0.11%-9,45413F-HRTimeline
Cranbrook Wealth Management, LLC5,305$456K0.11%-25713F-HRTimeline
GWN SECURITIES INC.5,327$455K0.03%new13F-HRTimeline
BANK OF HAWAII5,259$452K0.03%-75013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,234$450K<0.01%+1,12313F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.5,236$450K<0.01%013F-HRTimelineGroup
COURIER CAPITAL LLC5,124$441K0.03%-3,95513F-HRTimeline
Redwood Financial Network Corp5,039$433K0.33%-10713F-HRTimeline
WEDBUSH SECURITIES INC4,997$430K0.02%-25513F-HRTimeline
MEANS INVESTMENT CO., INC.4,993$429K0.05%+2313F-HRTimeline
PRIVATE TRUST CO NA4,990$429K0.04%+24113F-HRTimeline
ROVIN CAPITAL /UT/ /ADV4,981$428K0.14%+18013F-HRTimeline
Independence Bank of Kentucky4,961$427K0.07%+3,67613F-HRTimeline
Pachira Investments Inc.5,007$426K0.3%new13F-HRTimeline
Orion Porfolio Solutions, LLC4,944$425K<0.01%-3,57913F-HRTimeline
Orion Portfolio Solutions, LLC4,944$425K<0.01%-3,57913F-HR/ATimeline
Wedmont Private Capital5,268$424K0.02%+24113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,921$423K<0.01%new13F-HRTimelineGroup
Navis Wealth Advisors, LLC4,850$417K0.41%013F-HRTimeline
NTV Asset Management LLC4,821$415K0.06%-1,50013F-HRTimeline
MGB Wealth Management, LLC4,807$413K0.15%013F-HRTimeline
Colony Family Offices, LLC4,806$413K0.13%013F-HRTimeline
B. Riley Wealth Advisors, Inc.4,768$410K0.01%-5,67113F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC4,727$406K0.02%-4,54013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,724$406K0.03%-1,35013F-HRTimeline
First Bancorp, Inc /ME/4,720$406K0.26%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC4,704$404K<0.01%+1013F-HRTimelineGroup
Generali Investments, Management Co LLC4,690$403K0.11%+3,90013F-HRTimeline
Ellis Investment Partners, LLC4,684$403K0.08%-97813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,657$401K0.04%-1,52213F-HR/ATimeline
Trek Financial, LLC4,667$401K0.03%-30,84613F-HRTimeline
Janney Capital Management LLC4,613$397K0.03%+2,22113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.4,607$396K0.04%-82313F-HRTimeline
DRW Securities, LLC4,600$396K0.03%-50013F-HRTimeline
NorthCoast Asset Management LLC4,545$391K<0.01%-2,84213F-HR/ATimeline
DT Investment Partners, LLC4,536$390K0.04%+1,35813F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC4,500$387K0.26%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,441$382K0.03%-74313F-HRTimeline
Sequoia Financial Advisors, LLC4,410$379K<0.01%-32013F-HRTimeline
Empower Advisory Group, LLC4,354$374K<0.01%-2613F-HRTimeline
North Star Investment Management Corp.4,310$371K0.03%+3413F-HRTimeline
Wolf Group Capital Advisors4,294$369K0.12%new13F-HRTimeline
Capital Advisors, Ltd. LLC4,291$369K0.05%-10,35013F-HRTimeline
Gallacher Capital Management LLC4,243$365K0.18%+4113F-HRTimeline
ARS Investment Partners, LLC4,314$363K0.03%013F-HRTimeline
Fortis Capital Management LLC4,215$362K0.07%+36513F-HRTimeline
CoreCap Advisors, LLC4,171$359K0.02%-21,13413F-HRTimeline
OKABENA INVESTMENT SERVICES INC4,165$358K0.09%+2613F-HRTimeline
Maxele Advisors, LLC4,155$357K0.35%-11413F-HRTimeline
SPINNAKER TRUST4,150$357K0.02%013F-HRTimeline
Blue Chip Partners, LLC4,037$347K0.03%+1713F-HRTimeline
HBW ADVISORY SERVICES LLC4,036$347K0.05%+5813F-HRTimeline
Perigon Wealth Management, LLC4,009$345K0.01%-5213F-HRTimeline
Pine Valley Investments Ltd Liability Co3,994$343K0.02%+79413F-HRTimeline
Private Wealth Asset Management, LLC3,965$341K0.05%13F-HRTimeline
Aster Capital Management (DIFC) Ltd3,840$341K0.06%-2,01013F-HRTimeline
PFG Investments, LLC3,955$340K0.02%+41013F-HRTimeline
Meridian Financial Advisors, LLC3,927$338K0.24%-10013F-HRTimeline
GUERRA PAN ADVISORS, LLC3,862$332K0.26%-85913F-HRTimeline
Beacon Financial Advisory LLC3,821$329K0.1%+1113F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,813$328K0.01%-14013F-HRTimeline
MainStreet Investment Advisors LLC3,813$328K0.05%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC3,796$326K0.04%-10013F-HRTimeline
Hopwood Financial Services, Inc.3,782$325K0.25%+27513F-HRTimeline
Intrepid Financial Planning Group LLC3,776$325K0.15%-11013F-HRTimeline
IAM Advisory, LLC3,767$324K0.08%+39813F-HRTimeline
Legacy Capital Wealth Partners, LLC3,759$323K0.08%+11113F-HRTimeline
Exchange Capital Management, Inc.3,726$320K0.05%-5713F-HRTimeline
1ST SOURCE BANK3,709$319K0.02%013F-HRTimeline
Arista Wealth Management, LLC3,661$315K0.08%013F-HRTimeline
Allworth Financial LP3,773$314K<0.01%-7313F-HRTimeline
SYNOVUS FINANCIAL CORP3,642$313K<0.01%+5513F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC3,608$310K0.14%+42513F-HRTimeline
Greenwich Wealth Management LLC3,593$309K0.02%013F-HRTimeline
BOKF, NAin group BOKF, NA3,540$304K0.01%-24013F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL3,534$304K<0.01%-187,53613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,531$304K0.01%+1313F-HRTimeline
COZAD ASSET MANAGEMENT INC3,513$302K0.03%013F-HRTimeline
Bangor Savings Bank3,506$301K0.03%-6913F-HRTimeline
INGALLS & SNYDER LLC3,498$301K0.01%+5013F-HRTimeline
Lindbrook Capital, LLC3,500$301K0.03%new13F-HRTimeline
Manhattan West Asset Management, LLC3,488$300K0.08%-17313F-HRTimeline
SFE Investment Counsel3,437$295K0.06%-1513F-HRTimeline
Evolution Wealth Advisors, LLC3,416$294K0.05%+4613F-HRTimeline
Argent Trust Co3,411$293K0.01%013F-HRTimeline
Valmark Advisers, Inc.3,373$290K<0.01%+34513F-HRTimeline
Summit X, LLC3,369$290K0.06%new13F-HRTimeline
Hexagon Capital Partners LLC3,362$289K0.05%013F-HRTimeline
Prentice Wealth Management LLC3,347$288K0.08%-24513F-HRTimeline
One Charles Private Wealth Services, LLC3,329$286K0.09%+12313F-HRTimeline
St. Johns Investment Management Company…3,326$286K0.14%-713F-HRTimeline
Thomasville National Bank3,321$286K0.02%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,304$284K0.02%-16013F-HRTimeline
Caldwell Trust Co3,300$284K0.03%+33313F-HRTimeline
Curat Global, LLC3,294$283K0.35%13F-HRTimeline
D.A. DAVIDSON & CO.3,287$283K<0.01%+59013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,242$279K<0.01%013F-HRTimeline
Chemistry Wealth Management LLC3,211$276K0.06%+113F-HRTimeline
Gilliland Jeter Wealth Management LLC3,193$275K0.1%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd3,188$274K0.02%new13F-HRTimeline
Prime Capital Investment Advisors, LLC3,182$274K<0.01%+60813F-HRTimeline
Mezzasalma Advisors, LLC3,180$273K0.09%+5713F-HRTimeline
Texas Capital Bank Wealth Management Se…3,175$273K0.03%013F-HRTimeline
Tyche Wealth Partners LLC3,167$272K0.06%-15313F-HRTimeline
Crescent Grove Advisors, LLC3,152$271K0.03%-25013F-HRTimeline
Evanson Asset Management, LLC3,152$271K0.02%+1013F-HRTimeline
Hudock, Inc.3,144$270K0.05%+513F-HRTimeline
E&G Advisors, LLC3,083$265K0.07%+1013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/3,075$264K0.13%-2213F-HRTimelineGroup
Summit Trail Advisors, LLC3,048$262K0.01%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,035$261K0.01%+713F-HRTimelineGroup
Massachusetts Wealth Management3,005$258K0.18%013F-HRTimeline
CALTON & ASSOCIATES, INC.3,005$258K0.06%new13F-HR/ATimeline
Gotham Asset Management, LLC2,987$257K<0.01%new13F-HRTimeline
Roberts Wealth Advisors, LLC2,983$257K0.08%-713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,445$256K<0.01%-1213F-HRTimelineGroup
NWAM LLC2,963$255K0.02%-89713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,948$253K0.01%-61513F-HRTimelineGroup
Vickerman Investment Advisors, Inc.2,931$252K0.06%-3213F-HRTimeline
Sequent Planning LLC2,922$251K0.09%new13F-HRTimeline
CW Advisors, LLC2,870$247K<0.01%-293,75213F-HRTimeline
Avior Wealth Management, LLC2,871$247K0.01%-1313F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,870$247K0.03%-3,46813F-HRTimeline
CONDOR CAPITAL MANAGEMENT2,829$243K0.02%+813F-HRTimeline
GREENLEAF TRUST2,825$243K<0.01%+1413F-HRTimeline
Westover Capital Advisors, LLC2,815$242K0.05%013F-HRTimeline
Ally Invest Advisors Inc.2,812$242K0.02%-4213F-HRTimeline
MGO ONE SEVEN LLC2,795$240K0.01%-28513F-HRTimeline
Aptus Capital Advisors, LLC2,791$240K<0.01%-35213F-HRTimeline
ClearAlpha Technologies LP2,779$239K0.22%new13F-HRTimeline
Tyler-Stone Wealth Management2,759$237K0.04%-513F-HRTimeline
Mill Creek Capital Advisors, LLC2,755$237K0.01%013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE2,739$235K0.04%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,687$231K<0.01%-8313F-HRTimelineGroup
Magnus Financial Group LLC2,686$231K0.02%-14613F-HRTimeline
Parallel Advisors, LLC2,681$231K0.01%-2013F-HRTimeline
Kovack Advisors, Inc.2,664$229K0.02%-56313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,650$228K0.01%+1213F-HRTimelineGroup
Comprehensive Money Management Services…2,640$227K0.18%013F-HRTimeline
Clayton Financial Group LLC2,625$226K0.08%+1213F-HRTimeline
Blue Fin Capital, Inc.2,603$224K0.04%-513F-HRTimeline
Aberdeen Wealth Management LLC2,600$224K0.15%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,595$223K<0.01%-8013F-HRTimeline
Koshinski Asset Management, Inc.2,585$222K0.02%-613F-HRTimeline
Mutual Advisors, LLC2,679$221K0.01%-2,36513F-HRTimeline
Moloney Securities Asset Management, LLC2,549$219K0.03%-19513F-HRTimeline
PLIMOTH TRUST CO LLC2,538$218K0.06%new13F-HRTimeline
Cornerstone Wealth Management, LLC2,535$218K0.01%+113F-HRTimeline
JFS WEALTH ADVISORS, LLC2,525$217K0.01%013F-HRTimeline
Choate Investment Advisors2,521$217K0.01%new13F-HRTimeline
MMBG INVESTMENT ADVISORS CO.2,500$215K0.02%013F-HRTimeline
Modern Wealth Management, LLC2,468$212K0.01%new13F-HR/ATimeline
NorthRock Partners, LLC2,444$210K0.01%013F-HRTimeline
Moors & Cabot, Inc.2,434$209K0.01%new13F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…2,425$209K<0.01%new13F-HRTimelineGroup
Resurgent Financial Advisors LLC2,408$207K0.12%new13F-HRTimeline
Gilman Hill Asset Management, LLC2,400$206K0.04%013F-HRTimeline
V2 Financial group LLC2,398$206K0.13%-1,73613F-HRTimeline
Wade Financial Advisory, Inc2,387$205K0.07%013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…2,381$205K0.04%+1,29813F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,377$204K0.16%013F-HRTimeline
Focus Financial Network, Inc.2,366$203K0.01%new13F-HRTimeline
EPG Wealth Management LLC2,361$203K0.06%-3113F-HRTimeline
GSA CAPITAL PARTNERS LLP2,366$203K0.02%-37613F-HRTimeline
Golden State Wealth Management, LLC2,351$202K0.03%-34513F-HR/ATimeline
J HAGAN CAPITAL, INC.2,402$202K0.16%13F-HRTimeline
Accel Wealth Management2,343$201K0.07%-6313F-HRTimeline
APPLETON PARTNERS INC/MA2,339$201K0.02%-16613F-HRTimeline
BKM Wealth Management, LLC2,280$196K0.08%new13F-HRTimeline
Wilmington Savings Fund Society, FSB2,261$194K<0.01%-9813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,108$181K0.01%+1,95913F-HRTimelineGroup
Geneos Wealth Management Inc.2,078$179K<0.01%+1,15213F-HRTimeline
Larson Financial Group LLC2,046$176K0.01%+65113F-HRTimeline
Atlantic Edge Private Wealth Management…2,025$174K0.05%-25013F-HRTimeline
Clearstead Advisors, LLC2,010$173K<0.01%-1,50913F-HRTimeline
OAKWORTH CAPITAL, INC.1,848$159K0.01%-6913F-HRTimeline
GPS Wealth Strategies Group, LLC1,810$156K0.02%+813F-HRTimeline
Founders Financial Alliance, LLC1,804$155K0.04%+1,35413F-HRTimeline
HOWE & RUSLING INC1,762$152K0.01%+16913F-HRTimeline
LANARK FINANCIAL, INC.1,763$151K0.01%+1,76213F-HRTimeline
Opal Wealth Advisors, LLC1,750$150K0.05%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,700$146K0.03%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…1,688$145K0.02%+15013F-HRTimeline
HighMark Wealth Management LLC1,663$143K0.08%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,645$142K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,625$140K0.06%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,608$138K<0.01%-11513F-HRTimelineGroup
Qube Research & Technologies Ltd1,590$137K<0.01%-608,26713F-HRTimeline