Empower Advisory Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Empower Advisory Group’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	-8,708	Closed	-$374K	–	528
2025 Q1	$374K	Sell	8,708 -52	-0.6%	-$2.27K	﹤0.01%	364
2024 Q4	$369K	Hold	8,760	–	–	﹤0.01%	364
2024 Q3	$422K	Sell	8,760 -486	-5%	-$22.2K	﹤0.01%	341
2024 Q2	$408K	Buy	9,246 +270	+3%	+$12.2K	﹤0.01%	339
2024 Q1	$417K	Sell	8,976 -1,998	-18%	-$85.9K	﹤0.01%	336
2023 Q4	$469K	Buy	10,974 +274	+3%	+$11K	﹤0.01%	307
2023 Q3	$420K	Hold	10,700	–	–	﹤0.01%	317
2023 Q2	$443K	Sell	10,700 -706	-6%	-$28.1K	﹤0.01%	325
2023 Q1	$463K	Buy	+11,406	New	+$462K	﹤0.01%	315

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Empower Advisory Group's XLB Position: Q2 2025 in Review

Empower Advisory Group sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2025, closing a stake of 8,708 shares — an estimated $374K sold.

Empower Advisory Group first reported a position in XLB in Q1 2023 and held it in 9 quarters. The position peaked at $469K in Q4 2023. 769 funds tracked by Wall St. Rank hold XLB as of Q2 2025.

Empower Advisory Group reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Empower Advisory Group sold 8,708 State Street Materials Select Sector SPDR ETF shares in Q2 2025, an estimated $374K.
Empower Advisory Group first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2023 and held it in 9 quarters.
Empower Advisory Group's State Street Materials Select Sector SPDR ETF position peaked at $469K in Q4 2023.
769 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2025.

Based on Empower Advisory Group's 13F filing for Q2 2025, filed 8 Aug 2025.