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CAL
Capital Analysts LLC’s
State Street Materials Select Sector SPDR ETF
XLB
Stock Holding History
Capital Analysts LLC’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
2026
Q1
$18K
Sell
362
-2,331
-87%
-$117K
﹤0.01%
1153
2025
Q4
$122K
Buy
2,693
+2,351
+687%
+$104K
﹤0.01%
726
2025
Q3
$15K
Hold
342
–
–
﹤0.01%
1131
2025
Q2
$15K
Sell
342
-22
-6%
-$933
﹤0.01%
1083
2025
Q1
$16K
Buy
364
+342
+1,555%
+$14.9K
﹤0.01%
1047
2024
Q4
$1K
Hold
22
–
–
﹤0.01%
1286
2024
Q3
$1K
Sell
22
-942
-98%
-$43K
﹤0.01%
1307
2024
Q2
$43K
Buy
+964
New
+$43.6K
﹤0.01%
739
2024
Q1
–
Sell
-1,154
Closed
-$49K
–
1150
2023
Q4
$49K
Buy
1,154
+916
+385%
+$36.6K
﹤0.01%
654
2023
Q3
$9K
Buy
+238
New
+$9.77K
﹤0.01%
904
2018
Q2
–
Sell
-24
Closed
-$1K
–
602
2018
Q1
$1K
Buy
+24
New
+$728
﹤0.01%
554
Other funds holding XLB
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
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
MMH
Menora Mivtachim Holdings
Ramat Gan, Israel
$21.1B AUM
40.03%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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