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Disclosery

XLB SELECT SECTOR SPDR TR

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SBI MATERIALS (fund)

767 managers (773 13F filers) reported a position in XLB shares at 2025-06-30, 50,642,690 shares in all. 63 filers opened a position and 78 filers sold out during the quarter.

Managers
767
13F filers
773
New
63
Added
245
Reduced
298
Sold out
78
Shares held by filers
50,642,690

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Redwood Financial Network Corp5,167$454K0.31%+12813F-HRTimeline
COURIER CAPITAL LLC5,101$448K0.03%-2313F-HRTimeline
Wedmont Private Capital4,837$444K0.02%-43113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,037$442K0.01%-19,91713F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV5,028$442K0.13%+4713F-HRTimeline
MEANS INVESTMENT CO., INC.5,018$441K0.04%+2513F-HRTimeline
HB Wealth Management, LLC5,010$440K<0.01%-49813F-HRTimeline
CENTAURUS FINANCIAL, INC.4,987$438K0.03%-33,60513F-HRTimeline
10Elms LLP4,876$428K0.41%-98013F-HRTimeline
Navis Wealth Advisors, LLC4,850$426K0.36%013F-HRTimeline
NTV Asset Management LLC4,821$423K0.05%013F-HRTimeline
MGB Wealth Management, LLC4,807$422K0.14%013F-HRTimeline
Glenmede Investment Management, LP4,807$422K<0.01%13F-HRTimeline
AAFMAA Wealth Management & Trust LLC4,801$422K0.17%-5,73113F-HRTimeline
ArchPoint Investors4,790$421K0.12%-2,75013F-HRTimeline
Cranbrook Wealth Management, LLC4,775$419K0.09%-53013F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL4,764$418K0.07%-2,29113F-HR/ATimeline
Colony Family Offices, LLC4,751$417K0.11%-5513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,679$411K0.03%-4513F-HRTimeline
GeoWealth Management, LLC4,675$411K0.02%-1,59013F-HRTimeline
First Bancorp, Inc /ME/4,645$408K0.23%-7513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,639$407K0.03%-1813F-HRTimeline
Janney Capital Management LLC4,609$405K0.03%-413F-HRTimeline
Ellis Investment Partners, LLC4,595$403K0.08%-8913F-HRTimeline
Gallacher Capital Management LLC4,579$402K0.19%+33613F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC4,500$395K0.24%013F-HRTimeline
ARS Investment Partners, LLC4,499$395K0.03%+18513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,421$388K0.03%-2013F-HRTimeline
North Star Investment Management Corp.4,413$388K0.03%+10313F-HRTimeline
Sequoia Financial Advisors, LLC4,351$382K<0.01%-5913F-HRTimeline
Capital Advisors, Ltd. LLC4,294$377K0.05%+313F-HRTimeline
Perigon Wealth Management, LLC4,293$377K0.01%+28413F-HRTimeline
OKABENA INVESTMENT SERVICES INC4,267$375K0.08%+10213F-HRTimeline
Financial Advocates Investment Manageme…4,216$370K0.03%-1,44213F-HRTimeline
Private Wealth Asset Management, LLC4,175$367K0.05%+21013F-HRTimeline
SPINNAKER TRUST4,150$364K0.02%013F-HRTimeline
PRIVATE TRUST CO NA4,133$363K0.03%-85713F-HRTimeline
Sequent Planning LLC4,123$362K0.11%+1,20113F-HRTimeline
WEDBUSH SECURITIES INC4,107$361K0.01%-89013F-HRTimeline
Maxele Advisors, LLC4,105$360K0.31%-5013F-HRTimeline
Caldwell Trust Co4,080$358K0.04%+78013F-HRTimeline
HBW ADVISORY SERVICES LLC4,068$357K0.04%+3213F-HRTimeline
Blue Chip Partners, LLC3,996$351K0.03%-4113F-HRTimeline
Edgestream Partners, L.P.3,989$350K0.01%-1,59513F-HRTimeline
Pine Valley Investments Ltd Liability Co3,985$350K0.02%-913F-HRTimeline
Meridian Financial Advisors, LLC3,927$345K0.22%013F-HRTimeline
Legacy Capital Wealth Partners, LLC3,917$344K0.08%+15813F-HRTimeline
Midwestern Financial, LLC /IA3,897$342K0.32%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,858$339K0.01%+4513F-HRTimeline
PFG Investments, LLC3,857$339K0.02%-9813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,832$336K0.01%+30113F-HRTimeline
Iyo Bank, Ltd.3,825$336K0.14%-7,64913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3,816$335K0.03%-79113F-HRTimeline
MainStreet Investment Advisors LLC3,813$335K0.05%013F-HRTimeline
Stenger Family Office, LLC3,728$331K0.09%13F-HRTimeline
Tyler-Stone Wealth Management3,759$330K0.05%+1,00013F-HRTimeline
B. Riley Wealth Advisors, Inc.3,746$329K0.02%-1,02213F-HRTimeline
IAM Advisory, LLC3,742$329K0.08%-2513F-HRTimeline
Exchange Capital Management, Inc.3,726$327K0.05%013F-HRTimeline
1ST SOURCE BANK3,709$326K0.02%013F-HRTimeline
Orion Porfolio Solutions, LLC3,700$325K<0.01%-1,24413F-HR/ATimeline
NEW WAVE WEALTH ADVISORS LLC3,669$322K0.14%+6113F-HRTimeline
One Charles Private Wealth Services, LLC3,665$322K0.09%+33613F-HRTimeline
Allworth Financial LP3,661$321K<0.01%-11213F-HRTimeline
Hopwood Financial Services, Inc.3,657$321K0.25%-12513F-HRTimeline
SYNOVUS FINANCIAL CORP3,647$320K<0.01%+513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,624$318K0.04%new13F-HRTimeline
Larson Financial Group LLC3,589$315K0.01%+1,54313F-HRTimeline
Tyche Wealth Partners LLC3,588$315K0.06%+42113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC3,525$310K0.04%-27113F-HRTimeline
Bayesian Capital Management, LP3,519$309K0.05%new13F-HRTimeline
NWAM LLC3,521$309K0.02%+55813F-HR/ATimeline
COZAD ASSET MANAGEMENT INC3,513$308K0.03%013F-HR/ATimeline
Beacon Financial Advisory LLC3,502$307K0.08%-31913F-HRTimeline
Valmark Advisers, Inc.3,501$307K<0.01%+12813F-HRTimeline
Bangor Savings Bank3,469$305K0.03%-3713F-HRTimeline
SFE Investment Counsel3,456$303K0.05%+1913F-HRTimeline
Whalen Wealth Management Inc.3,443$302K0.19%new13F-HRTimeline
CALTON & ASSOCIATES, INC.3,425$301K0.05%+42013F-HRTimeline
Intrepid Financial Planning Group LLC3,416$300K0.13%-36013F-HRTimeline
Greenwich Wealth Management LLC3,393$298K0.01%-20013F-HRTimeline
Chemistry Wealth Management LLC3,327$292K0.06%+11613F-HRTimeline
Thomasville National Bank3,321$292K0.02%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/3,296$289K0.12%+22113F-HR/ATimelineGroup
Belpointe Asset Management LLC3,265$287K0.01%-2,72213F-HRTimeline
NorthCoast Asset Management LLC3,258$286K<0.01%-1,28713F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC3,248$285K0.02%-1,47913F-HRTimeline
Summit X, LLC3,229$284K0.05%-14013F-HRTimeline
Prentice Wealth Management LLC3,222$283K0.07%-12513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,211$282K0.02%-9313F-HRTimeline
Gilliland Jeter Wealth Management LLC3,193$280K0.09%013F-HRTimeline
St. Johns Investment Management Company…3,184$280K0.13%-14213F-HRTimeline
Texas Capital Bank Wealth Management Se…3,175$279K0.03%013F-HRTimeline
Evanson Asset Management, LLC3,161$278K0.02%+913F-HRTimeline
Argent Trust Co3,157$277K0.01%-25413F-HRTimeline
Crescent Grove Advisors, LLC3,152$277K0.03%013F-HRTimeline
Hudock, Inc.3,150$277K0.04%+613F-HRTimeline
Mezzasalma Advisors, LLC3,144$276K0.08%-3613F-HRTimeline
Independence Bank of Kentucky3,122$274K0.04%-1,83913F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.3,082$271K<0.01%new13F-HRTimelineGroup
E&G Advisors, LLC3,063$269K0.07%-2013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC3,055$268K0.02%-10,25013F-HRTimeline
Donald L. Hagan, LLC3,047$268K0.13%new13F-HRTimeline
DAVENPORT & Co LLC3,043$267K<0.01%new13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,009$264K0.01%-2613F-HRTimelineGroup
Massachusetts Wealth Management3,005$264K0.15%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,989$262K0.01%+4113F-HRTimelineGroup
Gotham Asset Management, LLC2,987$262K<0.01%013F-HRTimeline
Evolution Wealth Advisors, LLC2,986$262K0.04%-43013F-HRTimeline
Roberts Wealth Advisors, LLC2,986$262K0.08%+313F-HRTimeline
IFP Advisors, Inc2,965$261K0.01%-4,42013F-HRTimeline
Summit Trail Advisors, LLC2,966$260K<0.01%-8213F-HRTimeline
Ally Invest Advisors Inc.2,922$257K0.02%+11013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,904$255K<0.01%+30913F-HRTimeline
Avior Wealth Management, LLC2,871$252K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,862$251K<0.01%+17513F-HRTimelineGroup
Westover Capital Advisors, LLC2,815$247K0.05%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT2,810$247K0.02%-1913F-HRTimeline
Vickerman Investment Advisors, Inc.2,769$243K0.05%-16213F-HRTimeline
Kovack Advisors, Inc.2,764$243K0.02%+10013F-HRTimeline
Trek Financial, LLC2,756$242K0.02%-1,91113F-HRTimeline
Mill Creek Capital Advisors, LLC2,755$242K0.01%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,743$241K<0.01%-2,17813F-HRTimelineGroup
GREENLEAF TRUST2,700$237K<0.01%-12513F-HRTimeline
Dynamic Advisor Solutions LLC2,680$235K0.01%-3,42113F-HRTimeline
DT Investment Partners, LLC2,678$235K0.02%-1,85813F-HRTimeline
Blue Fin Capital, Inc.2,678$235K0.04%+7513F-HRTimeline
GUERRA PAN ADVISORS, LLC2,669$234K0.15%-1,19313F-HRTimeline
Peak Retirement Planning, Inc.2,668$234K0.09%-63,47813F-HRTimeline
Aptus Capital Advisors, LLC2,662$234K<0.01%-12913F-HRTimeline
Magnus Financial Group LLC2,650$233K0.02%-3613F-HRTimeline
Comprehensive Money Management Services…2,640$232K0.18%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,633$231K0.08%new13F-HR/ATimeline
Koshinski Asset Management, Inc.2,629$231K0.02%+4413F-HRTimeline
Sterling Investment Counsel, LLC2,628$231K0.14%-8,39913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,615$230K0.01%-13,96113F-HRTimelineGroup
Aberdeen Wealth Management LLC2,600$228K0.15%013F-HRTimeline
Independent Advisor Alliance2,593$228K0.01%new13F-HRTimeline
Clearstead Advisors, LLC2,586$227K<0.01%+57613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,576$226K<0.01%-66613F-HRTimeline
Prime Capital Investment Advisors, LLC2,573$226K<0.01%-60913F-HRTimeline
Cornerstone Wealth Management, LLC2,522$221K0.01%-1313F-HRTimeline
Choate Investment Advisors2,521$221K<0.01%013F-HRTimeline
Focus Financial Network, Inc.2,503$220K0.01%+13713F-HRTimeline
D.A. DAVIDSON & CO.2,500$220K<0.01%-78713F-HRTimeline
MMBG INVESTMENT ADVISORS CO.2,500$220K0.02%013F-HRTimeline
Brookwood Investment Group LLC2,491$219K0.04%new13F-HRTimeline
MKT Advisors LLC2,427$219K0.09%new13F-HRTimeline
HUB Investment Partners, LLC2,471$217K0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC2,464$216K0.01%-6113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,451$215K0.03%+76313F-HRTimeline
NorthRock Partners, LLC2,444$215K0.01%013F-HR/ATimeline
Modern Wealth Management, LLC2,401$211K0.01%-6713F-HR/ATimeline
Gilman Hill Asset Management, LLC2,400$211K0.03%013F-HRTimeline
V2 Financial group LLC2,398$211K0.13%013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…2,381$209K0.03%013F-HRTimeline
APPLETON PARTNERS INC/MA2,377$209K0.01%+3813F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,377$209K0.15%013F-HRTimeline
Visionary Wealth Advisors2,364$208K0.01%new13F-HRTimeline
Accel Wealth Management2,356$207K0.07%+1313F-HRTimeline
Moors & Cabot, Inc.2,341$206K0.01%-9313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,320$204K<0.01%-112,64613F-HR/ATimelineGroup
Wilmington Savings Fund Society, FSB2,289$201K<0.01%+2813F-HRTimeline
BKM Wealth Management, LLC2,275$200K0.08%-513F-HRTimeline
Sachetta, LLC2,236$196K0.08%-6,42713F-HRTimeline
HOWE & RUSLING INC2,181$192K0.01%+41913F-HRTimeline
Atlantic Edge Private Wealth Management…2,025$178K0.05%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,023$178K<0.01%+76013F-HRTimeline
Parallel Advisors, LLC2,012$177K<0.01%-66913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,839$161K<0.01%-1,60613F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,819$160K0.02%+913F-HRTimeline
Golden State Wealth Management, LLC1,811$159K0.02%-54013F-HRTimeline
BOKF, NAin group BOKF, NA1,767$155K<0.01%-1,77313F-HRTimelineGroup
Farther Finance Advisors, LLC1,729$152K<0.01%+30313F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,700$149K0.03%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,692$149K0.01%-15613F-HRTimeline
Parkside Financial Bank & Trust1,688$148K0.02%+11213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,645$148K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,668$146K<0.01%+6013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,635$144K<0.01%+27213F-HRTimelineGroup
LANARK FINANCIAL, INC.1,637$143K0.01%-12613F-HRTimeline
HighMark Wealth Management LLC1,522$134K0.07%-14113F-HRTimeline
EASTERN BANK1,500$132K<0.01%013F-HRTimeline
Asset Management One Co., Ltd.1,445$127K<0.01%+1,43313F-HRTimeline
EPG Wealth Management LLC1,419$125K0.04%-94213F-HRTimeline
Activest Wealth Management1,417$124K0.03%013F-HRTimeline
Global Retirement Partners, LLC1,346$118K<0.01%13F-HRTimeline
SIGNATUREFD, LLC1,316$116K<0.01%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.1,306$115K<0.01%+3013F-HRTimeline
Federation des caisses Desjardins du Qu…1,300$114K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC1,285$113K0.02%013F-HRTimeline
Provident Wealth Management, LLC1,250$110K0.04%013F-HRTimeline
Geneos Wealth Management Inc.1,154$101K<0.01%-92413F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,153$101K<0.01%+11913F-HRTimeline
Perkins Coie Trust Co1,136$99.8K0.02%013F-HRTimeline
Bollard Group LLC1,117$98K<0.01%+513F-HRTimeline
Dunhill Financial, LLC1,097$96.4K0.03%new13F-HRTimeline
Pinnacle Bancorp, Inc.1,075$94.4K0.03%013F-HRTimeline
NFSG Corp1,071$94.1K0.02%-46613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,026$90.1K<0.01%013F-HRTimelineGroup