Apexium Financial’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Apexium Financial’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 Q3	$540K	Sell	12,056 -412	-3%	-$18.6K	0.03%	184
2025 Q2	$547K	Sell	12,468 -1,484	-11%	-$62.9K	0.03%	171
2025 Q1	$600K	Buy	13,952 +708	+5%	+$30.9K	0.04%	156
2024 Q4	$557K	Buy	13,244 +662	+5%	+$30.7K	0.03%	154
2024 Q3	$606K	Buy	12,582 +224	+2%	+$10.2K	0.04%	125
2024 Q2	$546K	Sell	12,358 -534	-4%	-$24.1K	0.04%	130
2024 Q1	$599K	Buy	12,892 +1,520	+13%	+$65.4K	0.05%	120
2023 Q4	$486K	Sell	11,372 -578	-5%	-$23.1K	0.03%	172
2023 Q3	$469K	Sell	11,950 -988	-8%	-$40.6K	0.05%	131
2023 Q2	$536K	Sell	12,938 -2,914	-18%	-$116K	0.05%	132
2023 Q1	$639K	Buy	15,852 +7,720	+95%	+$313K	0.06%	113
2022 Q4	$316K	Buy	8,132 +832	+11%	+$32K	0.03%	164
2022 Q3	$248K	Buy	+7,300	New	+$274K	0.03%	172

Other funds holding XLB

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Apexium Financial's XLB Position: Q3 2025 in Review

Apexium Financial reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 3.3% in Q3 2025, selling an estimated $18.6K and leaving 12,056 shares worth $540K. The position accounts for 0.03% of the portfolio, ranked #184.

Apexium Financial first reported a position in XLB in Q3 2022 and has held it in 13 quarters since. The position peaked at $639K in Q1 2023. 771 funds tracked by Wall St. Rank hold XLB as of Q3 2025.

Apexium Financial held 12,056 shares of State Street Materials Select Sector SPDR ETF worth $540K as of Q3 2025.
Apexium Financial sold 412 State Street Materials Select Sector SPDR ETF shares in Q3 2025, an estimated $18.6K.
State Street Materials Select Sector SPDR ETF made up 0.03% of Apexium Financial's portfolio in Q3 2025, its #184 holding.
Apexium Financial first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2022 and has held it in 13 quarters since.
Apexium Financial's State Street Materials Select Sector SPDR ETF position peaked at $639K in Q1 2023.
771 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.