Abound Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Abound Wealth Management’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-102	Closed	-$4.57K	–	1500
2025 Q3	$4.57K	Hold	102	–	–	﹤0.01%	666
2025 Q2	$4.48K	Sell	102 -2	-2%	-$85	﹤0.01%	599
2025 Q1	$4.47K	Sell	104 -2	-2%	-$87	﹤0.01%	564
2024 Q4	$4.46K	Hold	106	–	–	﹤0.01%	552
2024 Q3	$5.11K	Hold	106	–	–	﹤0.01%	548
2024 Q2	$4.68K	Sell	106 -14	-12%	-$633	﹤0.01%	518
2024 Q1	$5.58K	Buy	120 +14	+13%	+$602	﹤0.01%	493
2023 Q4	$4.53K	Hold	106	–	–	﹤0.01%	532
2023 Q3	$4.16K	Sell	106 -34	-24%	-$1.4K	﹤0.01%	501
2023 Q2	$5.81K	Buy	+140	New	+$5.57K	﹤0.01%	449

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Abound Wealth Management's XLB Position: Q4 2025 in Review

Abound Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2025, closing a stake of 102 shares — an estimated $4.57K sold.

Abound Wealth Management first reported a position in XLB in Q2 2023 and held it in 10 quarters. The position peaked at $5.81K in Q2 2023. 808 funds tracked by Wall St. Rank hold XLB as of Q4 2025.

Abound Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Abound Wealth Management sold 102 State Street Materials Select Sector SPDR ETF shares in Q4 2025, an estimated $4.57K.
Abound Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2023 and held it in 10 quarters.
Abound Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $5.81K in Q2 2023.
808 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.