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

Capital A 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
Q2 		– Sell
-38
Closed -$1.63K – 848
2025
Q1 		$1.63K Buy
+38
New +$1.66K ﹤0.01% 488

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

Capital A Wealth Management's XLB Position: Q2 2025 in Review

Capital A Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2025, closing a stake of 38 shares — an estimated $1.63K sold.

Capital A Wealth Management first reported a position in XLB in Q1 2025 and held it in 1 quarter. The position peaked at $1.63K in Q1 2025. 769 funds tracked by Wall St. Rank hold XLB as of Q2 2025.

  • Capital A Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 38 State Street Materials Select Sector SPDR ETF shares in Q2 2025, an estimated $1.63K.
  • Capital A Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $1.63K in Q1 2025.
  • 769 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.