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

Freedom 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
Q4 		– Sell
-12,660
Closed -$567K – 144
2025
Q3 		$567K Sell
12,660
-26,370
-68% -$1.19M 0.15% 68
2025
Q2 		$1.71M Buy
39,030
+14,030
+56% +$595K 0.14% 127
2025
Q1 		$1.07M Sell
25,000
-1,212
-5% -$53K 0.09% 213
2024
Q4 		$1.1M Sell
26,212
-460
-2% -$21.3K 0.09% 205
2024
Q3 		$1.29M Sell
26,672
-3,664
-12% -$167K 0.1% 187
2024
Q2 		$1.34M Sell
30,336
-476
-2% -$21.5K 0.11% 178
2024
Q1 		$1.43M Sell
30,812
-5,134
-14% -$221K 0.11% 168
2023
Q4 		$1.54M Buy
35,946
+12,732
+55% +$509K 0.13% 153
2023
Q3 		$912K Buy
23,214
+6,330
+37% +$260K 0.11% 228
2023
Q2 		$700K Sell
16,884
-32,522
-66% -$1.29M 0.08% 319
2023
Q1 		$1.99M Buy
49,406
+28,882
+141% +$1.17M 0.23% 109
2022
Q4 		$797K Sell
20,524
-2,588
-11% -$99.4K 0.09% 291
2022
Q3 		$786K Sell
23,112
-1,844
-7% -$69.3K 0.09% 288
2022
Q2 		$918K Sell
24,956
-1,646
-6% -$68.9K 0.1% 276
2022
Q1 		$1.17M Buy
26,602
+1,616
+6% +$68.9K 0.11% 250
2021
Q4 		$1.13M Buy
24,986
+11,724
+88% +$506K 0.08% 309
2021
Q3 		$525K Sell
13,262
-147,460
-92% -$6.13M 0.04% 491
2021
Q2 		$6.62M Buy
160,722
+11,932
+8% +$503K 0.49% 34
2021
Q1 		$5.86M Buy
148,790
+118,804
+396% +$4.48M 0.46% 40
2020
Q4 		$1.08M Buy
29,986
+16,346
+120% +$560K 0.12% 173
2020
Q3 		$434K Sell
13,640
-1,164
-8% -$36.2K 0.05% 316
2020
Q2 		$417K Sell
14,804
-1,498
-9% -$39.4K 0.05% 327
2020
Q1 		$490K Sell
16,302
-12,296
-43% -$338K 0.04% 351
2019
Q4 		$878K Sell
28,598
-1,946
-6% -$57.5K 0.08% 222
2019
Q3 		$889K Sell
30,544
-27,088
-47% -$781K 0.08% 233
2019
Q2 		$1.69M Buy
57,632
+24,616
+75% +$694K 0.14% 149
2019
Q1 		$916K Buy
33,016
+368
+1% +$9.92K 0.07% 254
2018
Q4 		$825K Sell
32,648
-9,626
-23% -$257K 0.06% 303
2018
Q3 		$1.24M Sell
42,274
-8,496
-17% -$251K 0.08% 265
2018
Q2 		$1.47M Sell
50,770
-434
-0.8% -$12.7K 0.09% 237
2018
Q1 		$1.46M Sell
51,204
-2,268
-4% -$68.8K 0.07% 255
2017
Q4 		$1.62M Sell
53,472
-1,012
-2% -$29.8K 0.08% 209
2017
Q3 		$1.55M Buy
54,484
+1,958
+4% +$53.9K 0.08% 200
2017
Q2 		$1.41M Sell
52,526
-40,850
-44% -$1.08M 0.08% 200
2017
Q1 		$2.45M Buy
93,376
+23,074
+33% +$599K 0.14% 93
2016
Q4 		$1.75M Buy
70,302
+5,476
+8% +$133K 0.11% 120
2016
Q3 		$1.55M Buy
64,826
+7,638
+13% +$184K 0.1% 141
2016
Q2 		$1.32M Sell
57,188
-5,548
-9% -$129K 0.09% 151
2016
Q1 		$1.41M Sell
62,736
-3,512
-5% -$72.7K 0.1% 139
2015
Q4 		$1.44M Buy
66,248
+55,694
+528% +$1.24M 0.11% 137
2015
Q3 		$394K Sell
10,554
-26,462
-71% -$589K 0.04% 389
2015
Q2 		$896K Sell
37,016
-19,916
-35% -$501K 0.09% 178
2015
Q1 		$1.39M Buy
56,932
+15,208
+36% +$376K 0.15% 94
2014
Q4 		$1.01M Sell
41,724
-4,108
-9% -$99.3K 0.13% 122
2014
Q3 		$1.14M Buy
45,832
+16,568
+57% +$414K 0.2% 82
2014
Q2 		$726K Buy
29,264
+568
+2% +$13.7K 0.12% 143
2014
Q1 		$678K Sell
28,696
-1,206
-4% -$27.7K 0.14% 129
2013
Q4 		$691K Buy
29,902
+854
+3% +$18.8K 0.17% 103
2013
Q3 		$610K Sell
29,048
-1,354
-4% -$27.7K 0.17% 95
2013
Q2 		$583K Buy
+30,402
New +$601K 0.2% 86

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Freedom Investment Management's XLB Position: Q4 2025 in Review

Freedom Investment Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2025, closing a stake of 12,660 shares — an estimated $567K sold.

Freedom Investment Management first reported a position in XLB in Q2 2013 and held it in 50 quarters. The position peaked at $6.62M in Q2 2021. 808 funds tracked by Wall St. Rank hold XLB as of Q4 2025.

  • Freedom Investment Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Freedom Investment Management sold 12,660 State Street Materials Select Sector SPDR ETF shares in Q4 2025, an estimated $567K.
  • Freedom Investment Management first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2013 and held it in 50 quarters.
  • Freedom Investment Management's State Street Materials Select Sector SPDR ETF position peaked at $6.62M in Q2 2021.
  • 808 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2025.

Based on Freedom Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.