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

Atticus 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 Q3	–	Sell	-656	Closed	-$28.8K	–	653
2025 Q2	$28.8K	Sell	656 -18	-3%	-$763	0.01%	376
2025 Q1	$28.9K	Buy	674 +4	+0.6%	+$175	0.01%	285
2024 Q4	$28.2K	Buy	670 +4	+0.6%	+$185	0.01%	302
2024 Q3	$32.1K	Buy	666 +2	+0.3%	+$91	0.01%	286
2024 Q2	$29.3K	Sell	664 -854	-56%	-$38.6K	0.01%	278
2024 Q1	$70.5K	Sell	1,518 -38	-2%	-$1.63K	0.02%	207
2023 Q4	$66.5K	Buy	1,556 +2	+0.1%	+$80	0.02%	215
2023 Q3	$61.1K	Sell	1,554 -100	-6%	-$4.11K	0.02%	223
2023 Q2	$68.6K	Sell	1,654 -1,412	-46%	-$56.1K	0.03%	223
2023 Q1	$124K	Sell	3,066 -16,102	-84%	-$652K	0.05%	156
2022 Q4	$744K	Buy	19,168 +3,994	+26%	+$153K	0.31%	57
2022 Q3	$558K	Hold	15,174	–	–	0.27%	54
2022 Q2	$558K	Buy	15,174 +1,494	+11%	+$62.5K	0.23%	66
2022 Q1	$603K	Buy	13,680 +782	+6%	+$33.4K	0.22%	70
2021 Q4	$584K	Buy	12,898 +1,022	+9%	+$44.1K	0.23%	64
2021 Q3	$469K	Sell	11,876 -3,602	-23%	-$150K	0.21%	61
2021 Q2	$637K	Buy	15,478 +2,888	+23%	+$122K	0.28%	54
2021 Q1	$496K	Buy	12,590 +10,118	+409%	+$382K	0.24%	60
2020 Q4	$89K	Sell	2,472 -412	-14%	-$14.1K	0.04%	163
2020 Q3	$92K	Sell	2,884 -7,134	-71%	-$222K	0.05%	143
2020 Q2	$282K	Buy	10,018 +6,522	+187%	+$172K	0.19%	71
2020 Q1	$79K	Buy	+3,496	New	+$96K	0.06%	134

Other funds holding XLB

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 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

Atticus Wealth Management's XLB Position: Q3 2025 in Review

Atticus Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2025, closing a stake of 656 shares — an estimated $28.8K sold.

Atticus Wealth Management first reported a position in XLB in Q1 2020 and held it in 22 quarters. The position peaked at $744K in Q4 2022. 773 funds tracked by Wall St. Rank hold XLB as of Q3 2025.

Atticus Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 656 State Street Materials Select Sector SPDR ETF shares in Q3 2025, an estimated $28.8K.
Atticus Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2020 and held it in 22 quarters.
Atticus Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $744K in Q4 2022.
773 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.