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

Financial Management Inc’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 		– Sell
-6,244
Closed -$283K – 42
2025
Q4 		$283K Buy
+6,244
New +$276K 0.27% 35

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Management Inc's XLB Position: Q1 2026 in Review

Financial Management Inc sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2026, closing a stake of 6,244 shares — an estimated $283K sold.

Financial Management Inc first reported a position in XLB in Q4 2025 and held it in 1 quarter. The position peaked at $283K in Q4 2025. 901 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

  • Financial Management Inc reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Financial Management Inc sold 6,244 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $283K.
  • Financial Management Inc first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • Financial Management Inc's State Street Materials Select Sector SPDR ETF position peaked at $283K in Q4 2025.
  • 901 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Financial Management Inc's 13F filing for Q1 2026, filed 2 Jul 2026.