Skip to content
Disclosery

XLB SELECT SECTOR SPDR TR

Follow

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
Strategic Wealth Partners, Ltd.1,003$88.1K0.01%13F-HRTimeline
HORIZON BANCORP INC /IN/1,000$88K0.04%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UNION SAVINGS BANK1,000$87.7K0.04%013F-HRTimeline
Jackson Hole Capital Partners, LLC970$85.2K0.02%+14613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC968$85K<0.01%+28513F-HRTimelineGroup
VESTOR CAPITAL, LLC2,822$85K0.01%+2,16613F-HRTimeline
WHITTIER TRUST CO932$81.8K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC910$79.9K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.909$79.8K0.03%013F-HRTimeline
Key Financial Inc900$79K0.02%013F-HRTimeline
Heritage Wealth Advisors850$74.6K<0.01%013F-HRTimeline
2UniFi Bank815$71.6K0.04%013F-HRTimeline
Beacon Capital Management, LLC794$69.7K0.01%+413F-HRTimeline
Capital Investment Advisory Services, L…748$65.7K0.01%-43413F-HRTimeline
HAZLETT, BURT & WATSON, INC.730$64K0.03%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT707$62.1K<0.01%-22613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…659$57.9K<0.01%+42013F-HRTimelineGroup
Crewe Advisors LLC652$57.3K0.01%+1213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…625$54.9K0.02%+2513F-HRTimeline
Byrne Asset Management LLC624$54.8K0.04%new13F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…593$52.1K<0.01%013F-HRTimelineGroup
Horrell Capital Management, Inc.575$50.5K0.02%013F-HRTimeline
ADIRONDACK TRUST CO546$47.9K0.02%-8013F-HRTimeline
Covestor Ltd518$46K0.03%+47613F-HRTimeline
Luminist Capital LLC509$45.8K0.05%-3813F-HRTimeline
Dynamic Wealth Strategies, LLC521$45.7K0.03%013F-HRTimeline
Tradewinds Capital Management, LLC504$44.3K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS500$43.9K0.02%013F-HRTimeline
Opal Wealth Advisors, LLC492$43.2K0.01%-1,25813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…491$43.1K<0.01%-7013F-HRTimelineGroup
TSFG, LLC484$43K0.01%+113F-HRTimeline
FIRST UNITED BANK & TRUST485$42.6K0.01%-11313F-HRTimeline
AMERIFLEX GROUP, INC.467$41K0.02%-1,15813F-HRTimeline
Solstein Capital, LLC457$40.1K0.02%013F-HRTimeline
Family Legacy Financial Solutions, LLC456$40.1K0.03%13F-HRTimeline
TD Waterhouse Canada Inc.441$39.7K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC450$39.5K0.01%-1,35413F-HRTimeline
Medallion Wealth Advisors, LLC419$37.7K0.01%-813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC425$37.3K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC412$36.2K<0.01%013F-HRTimeline
Point72 (DIFC) Ltd404$35.5K<0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC404$35.5K0.03%new13F-HRTimeline
Berkshire Money Management, Inc.400$35.1K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC383$34K<0.01%+5313F-HRTimelineGroup
FAS Wealth Partners, Inc.372$32.7K<0.01%new13F-HRTimeline
Register Financial Advisors LLC370$32.5K0.01%-15013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.368$32.3K<0.01%-1,74013F-HRTimelineGroup
Winch Advisory Services, LLC365$32K0.01%+213F-HRTimeline
Hanson & Doremus Investment Management366$32K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.363$31.9K<0.01%-1613F-HRTimeline
TRUST CO OF VERMONT342$30K<0.01%013F-HRTimeline
Blue Trust, Inc.338$29.7K<0.01%+28313F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC328$28.8K0.01%-913F-HRTimeline
TFC Financial Management, Inc.317$27.8K<0.01%+213F-HRTimeline
Anchor Investment Management, LLC315$27.7K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC312$27.4K0.01%013F-HRTimeline
Westside Investment Management, Inc.300$26.6K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.300$26.3K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.300$26.3K<0.01%+24913F-HRTimeline
Cordgrass Capital Advisors, LLC300$26.3K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…285$25K<0.01%013F-HRTimeline
Silicon Valley Capital Partners284$25K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.274$24K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sherman Asset Management, Inc.265$23.3K0.02%013F-HRTimeline
Salomon & Ludwin, LLC249$22.8K<0.01%-213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC257$22.6K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.255$22.4K<0.01%+3313F-HRTimelineGroup
Legacy Bridge, LLC255$22.4K0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise247$22K<0.01%013F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV245$22K<0.01%-2513F-HRTimeline
Main Street Group, LTD249$21.9K0.01%013F-HRTimeline
Sound Income Strategies, LLC245$21.5K<0.01%-7,43413F-HRTimeline
Olistico Wealth, LLC242$21.2K0.01%013F-HRTimeline
Luken Investment Analytics, LLC227$19.9K0.01%013F-HRTimeline
Friedenthal Financial226$19.8K0.01%new13F-HRTimeline
GoalVest Advisory LLC219$19.2K<0.01%-1213F-HRTimeline
Promus Capital, LLC213$18.7K0.01%013F-HR/ATimeline
UMB Bank, n.a.212$18.6K<0.01%013F-HR/ATimeline
Strengthening Families & Communities, L…211$18.6K0.01%+113F-HRTimeline
Lowe Wealth Advisors, LLC210$18.4K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC202$18K0.01%new13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …205$18K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC205$18K<0.01%-34513F-HRTimeline
Missouri Trust & Investment Co204$17.9K0.01%new13F-HRTimeline
Biltmore Family Office, LLC200$17.6K<0.01%013F-HRTimeline
MTM Investment Management, LLC192$16.9K0.01%013F-HRTimeline
Estabrook Capital Management178$15.6K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.177$15.5K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…177$15.5K<0.01%013F-HRTimelineGroup
Riggs Asset Managment Co. Inc.176$15.5K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC171$15K<0.01%-1113F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST169$14.8K<0.01%new13F-HRTimeline
HEARTLAND ADVISORS INC163$14.3K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC156$13.7K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/150$13.2K<0.01%new13F-HRTimeline
Cypress Capital Management LLC (WY)150$13.2K0.01%013F-HRTimeline
Ridgewood Investments LLC146$12.8K0.01%-1213F-HRTimeline
Archer Investment Corp145$12.7K<0.01%+113F-HRTimeline
GAMMA Investing LLC144$12.6K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co138$12.1K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC138$12.1K<0.01%-3413F-HRTimeline
Avion Wealth140$12K<0.01%-50013F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC135$11.9K<0.01%013F-HRTimeline
SYM FINANCIAL Corp134$11.8K<0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA125$11K<0.01%013F-HRTimeline
CITY HOLDING CO125$11K<0.01%013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP120$10.5K<0.01%new13F-HRTimeline
Sage Mountain Advisors LLC118$10.4K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…113$9.93K<0.01%+113F-HRTimeline
United Community Bankin group United Community Bank111$9.75K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC111$9.73K<0.01%+113F-HRTimeline
WOLFF WIESE MAGANA LLC105$9.22K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC111$9K0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV106$9K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC101$8.88K<0.01%+7613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC100$8.78K<0.01%013F-HR/ATimeline
Park Square Financial Group, LLC100$8.78K0.01%013F-HRTimeline
MOTCO100$8.77K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …93$8.17K<0.01%13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.92$8.08K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC90$7.9K0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…81$7.11K<0.01%013F-HRTimelineGroup
Center for Financial Planning, Inc.77$6.76K<0.01%013F-HRTimeline
Grove Bank & Trust68$5.97K<0.01%-55213F-HRTimeline
MONTAG A & ASSOCIATES INC64$5.62K<0.01%-17013F-HRTimeline
Viewpoint Capital Management LLC60$5.27K<0.01%013F-HRTimeline
Painted Porch Advisors LLC60$5.27K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC59$5.18K<0.01%013F-HRTimeline
Weaver Capital Management LLC58$5.09K<0.01%+813F-HRTimeline
Eukles Asset Management55$4.83K<0.01%013F-HRTimeline
Millstone Evans Group, LLC55$4.83K<0.01%013F-HRTimeline
Orion Capital Management LLC53$4.63K<0.01%013F-HRTimeline
Abound Wealth Management51$4.48K<0.01%-113F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.46$4.04K<0.01%013F-HRTimeline
Coston, McIsaac & Partners51$4K<0.01%-1813F-HRTimeline
First PREMIER Bank42$4K<0.01%013F-HRTimeline
JDM Financial Group LLC44$3.88K<0.01%new13F-HRTimeline
Citizens National Bank Trust Department44$3.86K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…44$3.86K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC44$3.85K<0.01%013F-HRTimeline
Morse Asset Management, Inc41$3.6K<0.01%013F-HRTimeline
Arax Advisory Partners40$3.51K<0.01%-10013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department38$3.34K<0.01%013F-HRTimelineGroup
MASECO LLP38$3.34K<0.01%13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.33$2.88K<0.01%013F-HRTimeline
Bellwether Advisors, LLC30$2.63K<0.01%013F-HRTimeline
Premier Financial Group27$2.41K<0.01%13F-HRTimeline
Cornerstone Planning Group LLC26$2.3K<0.01%new13F-HRTimeline
ATWOOD & PALMER INC26$2.28K<0.01%-3313F-HRTimeline
Legacy Investment Solutions, LLC23$2.02K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…23$2.02K<0.01%013F-HRTimelineGroup
Copia Wealth Management19$1.67K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA18$1.58K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…18$1.5K<0.01%+113F-HRTimelineGroup
GHP Investment Advisors, Inc.15$1.32K<0.01%013F-HRTimeline
PFS Partners, LLC15$1.29K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC14$1.26K<0.01%+313F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC9$818<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC8$702<0.01%013F-HRTimeline
Signature Resources Capital Management,…8$702<0.01%013F-HRTimeline
DecisionPoint Financial, LLC5$451<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…5$439<0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP3$271<0.01%13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3$263<0.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.1$88<0.01%-13,88513F-HRTimeline
Rise Advisors, LLC1$88<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.