MATERIALS SELECT SECTOR SPDR (XLB) Institutional Ownership Changes & 13F Activity

MATERIALS SELECT SECTOR SPDR (XLB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Raymond James Financial Inc, Citadel Advisors Llc, Jefferies Financial Group Inc., and Proficio Capital Partners Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Elm Partners Management LlcBuy+4,059—4,059$206.32KQ2 2026Oct 07, 2026
Envestnet Asset Management IncBuy+4,278,731+385.7%5,388,001$273.87MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+8,919—8,919$453.35KQ2 2026Sep 23, 2026
State Street CorpBuy+35,517+32.6%144,538$7.35MQ2 2026Sep 22, 2026
Talon Private Wealth, LlcSell-27,800-84.9%4,935$250.89KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcSell-55,155-24.1%173,452$8.82MQ2 2026Sep 09, 2026
Manufacturers Life Insurance Company, TheBuy+28,848+88.9%61,315$3.12MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+496+12.6%4,432$225.28KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-2,271,546-86.9%342,617$17.42MQ2 2026Sep 02, 2026
1607 Capital Partners, LlcSell-25,725-75.4%8,375$425.70KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-5,990-2.4%246,110$12.51MQ2 2026Aug 27, 2026
January Capital Advisors LlcBuy+11,775—11,775$598.52KQ2 2026Aug 25, 2026
Cantor Fitzgerald, L. P.Buy+33,379—33,379$1.70MQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-12,612-7.4%157,247$7.99MQ2 2026Aug 19, 2026
Wilson & Boucher Capital Management, LlcSell-600-2.0%29,534$1.50MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-577-1.6%35,792$1.82MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+36+12.2%330$16.76KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+15,262+19.2%94,730$4.82MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+90—90$4.55KQ2 2026Aug 18, 2026
Jefferies Financial Group Inc.Buy+400,400—400,400$20.35MQ2 2026Aug 17, 2026
Proficio Capital Partners LlcBuy+111,760—111,760$5.68MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+98,615+34.5%384,550$19.55MQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+57,307—57,307$2.91MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+9,994+67.2%24,872$1.26MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-2,614-11.1%20,869$1.06MQ2 2026Aug 17, 2026
Redwood Investment Management, LlcBuy+1,217+14.8%9,441$480.00KQ2 2026Aug 17, 2026
Comprehensive Money Management Services LlcBuy+1,000+17.7%6,655$338.27KQ2 2026Aug 17, 2026
Jacobs Equity LlcBuy+508+6.6%8,203$416.96KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-354-1.9%18,654$948.83KQ2 2026Aug 17, 2026
Raymond James Financial IncBuy+2,726,236+267.9%3,743,706$190.29MQ2 2026Aug 14, 2026
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Frequently asked questions about XLB activity

  • Which institutional owners are buying XLB?

    Institutional owners buying XLB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XLB activity?

    "Buy" means an investor increased their reported position in XLB compared to the prior reporting period. This reflects growing exposure to MATERIALS SELECT SECTOR SPDR (XLB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XLB increasing?

    Institutional interest in XLB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.