Financial Advocates Investment Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Financial Advocates Investment Management’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 Q3	–	Sell	-8,432	Closed	-$370K	–	608
2025 Q2	$370K	Sell	8,432 -2,884	-25%	-$122K	0.03%	446
2025 Q1	$487K	Buy	11,316 +68	+0.6%	+$2.97K	0.03%	432
2024 Q4	$473K	Sell	11,248 -782	-7%	-$36.2K	0.03%	467
2024 Q3	$580K	Sell	12,030 -1,844	-13%	-$84.1K	0.03%	419
2024 Q2	$613K	Sell	13,874 -304	-2%	-$13.7K	0.04%	383
2024 Q1	$658K	Sell	14,178 -1,074	-7%	-$46.2K	0.04%	400
2023 Q4	$652K	Sell	15,252 -798	-5%	-$31.9K	0.04%	373
2023 Q3	$630K	Sell	16,050 -136	-0.8%	-$5.58K	0.05%	362
2023 Q2	$671K	Sell	16,186 -16,404	-50%	-$652K	0.05%	341
2023 Q1	$1.31M	Sell	32,590 -1,036	-3%	-$41.9K	0.09%	235
2022 Q4	$1.31M	Buy	33,626 +6,258	+23%	+$240K	0.1%	233
2022 Q3	$951K	Sell	27,368 -9,860	-26%	-$371K	0.08%	260
2022 Q2	$1.37M	Sell	37,228 -9,568	-20%	-$400K	0.11%	212
2022 Q1	$2.06M	Sell	46,796 -364	-0.8%	-$15.5K	0.14%	185
2021 Q4	$2.14M	Buy	47,160 +7,624	+19%	+$329K	0.13%	184
2021 Q3	$1.58M	Sell	39,536 -8,294	-17%	-$345K	0.11%	231
2021 Q2	$1.97M	Buy	47,830 +11,092	+30%	+$467K	0.13%	187
2021 Q1	$1.47M	Sell	36,738 -19,616	-35%	-$740K	0.1%	228
2020 Q4	$1.7M	Buy	56,354 +19,632	+53%	+$672K	0.12%	200
2020 Q3	$1.17M	Sell	36,722 -6,238	-15%	-$194K	0.1%	219
2020 Q2	$1.21M	Buy	+42,960	New	+$1.13M	0.11%	214

Other funds holding XLB

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Financial Advocates Investment Management's XLB Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2025, closing a stake of 8,432 shares — an estimated $370K sold.

Financial Advocates Investment Management first reported a position in XLB in Q2 2020 and held it in 21 quarters. The position peaked at $2.14M in Q4 2021. 773 funds tracked by Wall St. Rank hold XLB as of Q3 2025.

Financial Advocates Investment Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 8,432 State Street Materials Select Sector SPDR ETF shares in Q3 2025, an estimated $370K.
Financial Advocates Investment Management first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2020 and held it in 21 quarters.
Financial Advocates Investment Management's State Street Materials Select Sector SPDR ETF position peaked at $2.14M in Q4 2021.
773 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.