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Concurrent Investment Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Concurrent Investment Advisors’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 		$4.07M Buy
81,497
+46,031
+130% +$2.31M 0.04% 403
2025
Q4 		$1.61M Buy
35,466
+8,540
+32% +$377K 0.02% 650
2025
Q3 		$1.21M Buy
26,926
+2,702
+11% +$122K 0.02% 598
2025
Q2 		$1.06M Sell
24,224
-1,826
-7% -$77.4K 0.02% 578
2025
Q1 		$1.12M Sell
26,050
-1,708
-6% -$74.6K 0.03% 519
2024
Q4 		$1.17M Buy
27,758
+266
+1% +$12.3K 0.03% 454
2024
Q3 		$1.32M Buy
27,492
+6,004
+28% +$274K 0.04% 406
2024
Q2 		$949K Buy
21,488
+10,682
+99% +$483K 0.03% 444
2024
Q1 		$502K Sell
10,806
-1,348
-11% -$58K 0.02% 550
2023
Q4 		$520K Buy
+12,154
New +$486K 0.02% 488

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return