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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
29,518
+23,778
+414% +$1.01M 0.01% 645
2025
Q1
$247K Sell
5,740
-587,504
-99% -$25.7M ﹤0.01% 983
2024
Q4
$25M Buy
+593,244
New +$27.5M 0.34% 73
2022
Q4
Sell
-8,840
Closed -$300K 588
2022
Q3
$300K Sell
8,840
-707,676
-99% -$26.6M 0.01% 472
2022
Q2
$26.4M Sell
716,516
-5,176
-0.7% -$217K 0.67% 31
2022
Q1
$31.8M Sell
721,692
-28,270
-4% -$1.21M 0.7% 28
2021
Q4
$34M Buy
+749,962
New +$32.4M 0.68% 31

Other funds holding XLB

Congress Wealth Management's XLB Position: Q2 2025 in Review

Congress Wealth Management increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 414% in Q2 2025, buying an estimated $1.01M and bringing the position to 29,518 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #645.

Congress Wealth Management first reported a position in XLB in Q4 2021 and has held it in 7 quarters since. The position peaked at $34M in Q4 2021. 771 funds tracked by Wall St. Rank hold XLB as of Q2 2025.

  • Congress Wealth Management held 29,518 shares of State Street Materials Select Sector SPDR ETF worth $1.3M as of Q2 2025.
  • Congress Wealth Management bought 23,778 State Street Materials Select Sector SPDR ETF shares in Q2 2025, an estimated $1.01M.
  • State Street Materials Select Sector SPDR ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #645 holding.
  • Congress Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and has held it in 7 quarters since.
  • Congress Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $34M in Q4 2021.
  • 771 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.