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

Burkett Financial Services’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
Q2 		– Sell
-100
Closed -$4.32K – 256
2025
Q1 		$4.32K Buy
+100
New +$4.37K ﹤0.01% 195

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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 $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Burkett Financial Services's XLB Position: Q2 2025 in Review

Burkett Financial Services sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2025, closing a stake of 100 shares — an estimated $4.32K sold.

Burkett Financial Services first reported a position in XLB in Q1 2025 and held it in 1 quarter. The position peaked at $4.32K in Q1 2025. 769 funds tracked by Wall St. Rank hold XLB as of Q2 2025.

  • Burkett Financial Services reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Burkett Financial Services sold 100 State Street Materials Select Sector SPDR ETF shares in Q2 2025, an estimated $4.32K.
  • Burkett Financial Services first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
  • Burkett Financial Services's State Street Materials Select Sector SPDR ETF position peaked at $4.32K in Q1 2025.
  • 769 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2025.

Based on Burkett Financial Services's 13F filing for Q2 2025, filed 1 Jul 2025.