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

FWL 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 Q1	–	Sell	-672	Closed	-$28.3K	–	333
2024 Q4	$28.3K	Buy	+672	New	+$31.1K	0.01%	183
2024 Q2	–	Sell	-60	Closed	-$2.79K	–	276
2024 Q1	$2.79K	Hold	60	–	–	﹤0.01%	208
2023 Q4	$2.57K	Hold	60	–	–	﹤0.01%	210
2023 Q3	$2.36K	Buy	+60	New	+$2.46K	﹤0.01%	172
2023 Q2	–	Sell	-60	Closed	-$2.42K	–	77
2023 Q1	$2.42K	Sell	60 -100	-63%	-$4.05K	﹤0.01%	70
2022 Q4	$6.21K	Hold	160	–	–	﹤0.01%	148
2022 Q3	$5K	Buy	+160	New	+$6.02K	﹤0.01%	54

Other funds holding XLB

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

MMH

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FWL Investment Management's XLB Position: Q1 2025 in Review

FWL Investment Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2025, closing a stake of 672 shares — an estimated $28.3K sold.

FWL Investment Management first reported a position in XLB in Q3 2022 and held it in 7 quarters. The position peaked at $28.3K in Q4 2024. 782 funds tracked by Wall St. Rank hold XLB as of Q1 2025.

FWL Investment Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
FWL Investment Management sold 672 State Street Materials Select Sector SPDR ETF shares in Q1 2025, an estimated $28.3K.
FWL Investment Management first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2022 and held it in 7 quarters.
FWL Investment Management's State Street Materials Select Sector SPDR ETF position peaked at $28.3K in Q4 2024.
782 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2025.

Based on FWL Investment Management's 13F filing for Q1 2025, filed 15 May 2025.