AWM
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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 – 1503
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return