Financial Gravity Companies’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Financial Gravity Companies’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	$8.17K	Buy	+186	New	+$7.88K	﹤0.01%	618
2024 Q4	$7.83K	Hold	186	–	–	﹤0.01%	618
2024 Q3	$8.96K	Buy	+186	New	+$8.48K	﹤0.01%	371
2018 Q4	$10K	Buy	+356	New	+$9.49K	0.01%	603
2018 Q1	$13K	Sell	470 -46	-9%	-$1.39K	0.01%	553
2017 Q4	$16K	Buy	+516	New	+$15.2K	0.02%	515

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

Financial Gravity Companies's XLB Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2025: 186 shares worth $8.17K. The stake represents ﹤0.01% of the portfolio and ranks #618 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in XLB as recently as Q4 2024.

Financial Gravity Companies first reported a position in XLB in Q4 2017 and has held it in 6 quarters since. The position peaked at $16K in Q4 2017. 769 funds tracked by Wall St. Rank hold XLB as of Q2 2025.

Financial Gravity Companies held 186 shares of State Street Materials Select Sector SPDR ETF worth $8.17K as of Q2 2025.
State Street Materials Select Sector SPDR ETF was a new Financial Gravity Companies position in Q2 2025.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #618 holding.
Financial Gravity Companies first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2017 and has held it in 6 quarters since.
Financial Gravity Companies's State Street Materials Select Sector SPDR ETF position peaked at $16K in Q4 2017.
769 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.