Gallagher Fiduciary Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Gallagher Fiduciary Advisors’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	-6,018	Closed	-$264K	–	348
2025 Q2	$264K	Sell	6,018 -52	-0.9%	-$2.2K	0.01%	273
2025 Q1	$261K	Buy	6,070 +14	+0.2%	+$612	0.01%	255
2024 Q4	$255K	Buy	6,056 +92	+2%	+$4.26K	0.05%	242
2024 Q3	$287K	Sell	5,964 -1,388	-19%	-$63.3K	0.06%	203
2024 Q2	$325K	Sell	7,352 -312	-4%	-$14.1K	0.07%	143
2024 Q1	$356K	Sell	7,664 -416	-5%	-$17.9K	0.01%	133
2023 Q4	$346K	Sell	8,080 -104	-1%	-$4.16K	0.01%	126
2023 Q3	$321K	Sell	8,184 -334	-4%	-$13.7K	0.03%	119
2023 Q2	$353K	Sell	8,518 -4,010	-32%	-$159K	0.03%	143
2023 Q1	$505K	Buy	+12,528	New	+$507K	0.04%	120

Other funds holding XLB

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gallagher Fiduciary Advisors's XLB Position: Q3 2025 in Review

Gallagher Fiduciary Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2025, closing a stake of 6,018 shares — an estimated $264K sold.

Gallagher Fiduciary Advisors first reported a position in XLB in Q1 2023 and held it in 10 quarters. The position peaked at $505K in Q1 2023. 773 funds tracked by Wall St. Rank hold XLB as of Q3 2025.

Gallagher Fiduciary Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Gallagher Fiduciary Advisors sold 6,018 State Street Materials Select Sector SPDR ETF shares in Q3 2025, an estimated $264K.
Gallagher Fiduciary Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2023 and held it in 10 quarters.
Gallagher Fiduciary Advisors's State Street Materials Select Sector SPDR ETF position peaked at $505K in Q1 2023.
773 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.