Public ownership evidence

State Street Materials Select Sector SPDR ETF (XLB) Ownership Disclosures

Read XLB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

State Street Materials Select Sector SPDR ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
4,768
Value (USD)
$409,989
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read XLB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read XLB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-294,768$409,989None
Corient Private Wealth LP2026-06-302026-08-28246,110$12,509,763None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28100,910$5,129,268None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28106,086$5,301,098None
Dakota Wealth Management2025-09-302026-08-27109,722$9,833,278None
Dakota Wealth Management2025-12-312026-08-27216,024$9,796,700None
Dakota Wealth Management2026-03-312026-08-27231,369$11,561,532None
January Capital Advisors LLC2026-06-302026-08-2611,775$598,523None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-2154$2,745None
Bullock Wealth Management Group2026-06-302026-08-2013,254$676,224None
Wilson & Boucher Capital Management, LLC2026-06-302026-08-2029,534$1,501,213None
Kingsview Wealth Management, LLC2026-06-302026-08-2035,792$1,819,297None
Archer Investment Corp2026-06-302026-08-20330$16,759None
CANTOR FITZGERALD, L. P.2026-06-302026-08-2033,379$1,696,655None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20157,247$7,992,842None
Beacon Pointe Advisors, LLC2026-06-302026-08-1994,730$4,815,140None
Copia Wealth Management2026-06-302026-08-19123$6,252None
JDM Financial Group LLC2026-06-302026-08-1990$4,554None
Orion Capital Management LLC2026-06-302026-08-19107$5,461None
Ensign Peak Advisors, Inc2025-09-302026-08-1915,203$1,362,493None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-19222$11,000None
Jacobs Equity LLC2026-06-302026-08-188,203$416,958None
Maxele Advisors, LLC2026-06-302026-08-188,115$412,485None
Coastal Bridge Advisors, LLC2026-06-302026-08-1857,307$2,912,909None
Comprehensive Money Management Services LLC2026-06-302026-08-186,655$338,274None
Caitlin John, LLC2026-06-302026-08-18308$15,656None
Corient Private Wealth LP2026-06-302026-08-18246,944$12,552,155None
Redwood Investment Management, LLC2026-06-302026-08-189,441$480,000None
Transamerica Financial Advisors, LLC2026-06-302026-08-1820,869$1,060,778None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1818,654$948,834None
Nalls Sherbakoff Group, LLC2026-06-302026-08-18180$9,149None
Nalls Sherbakoff Group, LLC2026-03-312026-08-18180$8,995None
Equitable Holdings, Inc.2026-06-302026-08-18384,550$19,546,650None
Proficio Capital Partners LLC2026-06-302026-08-18111,760$5,680,761None
Jefferies Financial Group Inc.2026-06-302026-08-18400,400$20,352,332None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1824,872$1,264,000None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15608$30,905None
Independence Wealth Advisors, LLC2026-06-302026-08-1515,843$805,303None
Sequent Planning LLC2026-06-302026-08-1513,570$689,788None
O'Connor Alternative Investments LLC2026-06-302026-08-1548,500$2,465,255None
Alpine Global Management, LLC2026-06-302026-08-154,370$222,127None
AMERIFLEX GROUP, INC.2026-06-302026-08-15118$5,998None
10Elms LLP2026-06-302026-08-1521,550$1,095,387None
Synergy Investment Management, LLC2026-06-302026-08-151,015$51,597None
SummitTX Capital, L.P.2026-06-302026-08-15100,881$5,127,781None
Graham Capital Management, L.P.2026-06-302026-08-15100,000$5,083,000Call
Graham Capital Management, L.P.2026-06-302026-08-15225,000$11,436,750None
Murphy & Mullick Capital Management Corp2026-06-302026-08-15490$24,908None
Aster Capital Management (DIFC) Ltd2026-06-302026-08-1537,810$1,921,882None
Glen Eagle Advisors, LLC2026-06-302026-08-1517,672$898,278None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗January Capital Advisors LLC ↗GILL CAPITAL PARTNERS, LLC ↗Bullock Wealth Management Group ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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