Berkshire Money Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Berkshire Money 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	-800	Closed	-$35.1K	–	152
2025 Q2	$35.1K	Buy	+800	New	+$33.9K	﹤0.01%	143
2020 Q2	–	Sell	-800	Closed	-$18K	–	83
2020 Q1	$18K	Buy	+800	New	+$22K	﹤0.01%	61
2018 Q4	–	Sell	-10,800	Closed	-$313K	–	34
2018 Q3	$313K	Hold	10,800	–	–	0.07%	20
2018 Q2	$316K	Hold	10,800	–	–	0.07%	21
2018 Q1	$307K	Buy	+10,800	New	+$327K	0.08%	23

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

Berkshire Money Management's XLB Position: Q3 2025 in Review

Berkshire Money Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2025, closing a stake of 800 shares — an estimated $35.1K sold.

Berkshire Money Management first reported a position in XLB in Q1 2018 and held it in 5 quarters. The position peaked at $316K in Q2 2018. 774 funds tracked by Wall St. Rank hold XLB as of Q3 2025.

Berkshire Money Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Berkshire Money Management sold 800 State Street Materials Select Sector SPDR ETF shares in Q3 2025, an estimated $35.1K.
Berkshire Money Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2018 and held it in 5 quarters.
Berkshire Money Management's State Street Materials Select Sector SPDR ETF position peaked at $316K in Q2 2018.
774 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2025.

Based on Berkshire Money Management's 13F filing for Q3 2025, filed 14 Oct 2025.