CW
XLB icon

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

Cooksen Wealth’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 		$1.21M Buy
24,151
+786
+3% +$39.4K 0.88% 27
2025
Q4 		$1.06M Buy
23,365
+765
+3% +$33.8K 0.78% 28
2025
Q3 		$1.01M Buy
22,600
+1,900
+9% +$85.9K 0.76% 29
2025
Q2 		$909K Buy
20,700
+3,754
+22% +$159K 0.73% 28
2025
Q1 		$787K Sell
16,946
-1,164
-6% -$50.9K 0.8% 27
2024
Q4 		$762K Buy
18,110
+828
+5% +$38.3K 0.7% 31
2024
Q3 		$833K Sell
17,282
-508
-3% -$23.2K 0.78% 28
2024
Q2 		$786K Buy
17,790
+844
+5% +$38.1K 0.79% 27
2024
Q1 		$787K Buy
16,946
+1,344
+9% +$57.8K 0.82% 27
2023
Q4 		$667K Buy
+15,602
New +$624K 0.76% 28

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