Greenleaf Trust’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Greenleaf Trust’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	-5,400	Closed	-$242K	–	856
2025 Q3	$242K	Hold	5,400	–	–	﹤0.01%	717
2025 Q2	$237K	Sell	5,400 -250	-4%	-$10.6K	﹤0.01%	714
2025 Q1	$243K	Buy	5,650 +28	+0.5%	+$1.22K	﹤0.01%	713
2024 Q4	$237K	Hold	5,622	–	–	﹤0.01%	731
2024 Q3	$271K	Buy	5,622 +222	+4%	+$10.1K	﹤0.01%	695
2024 Q2	$238K	Hold	5,400	–	–	﹤0.01%	697
2024 Q1	$251K	Sell	5,400 -100	-2%	-$4.3K	﹤0.01%	667
2023 Q4	$235K	Sell	5,500 -1,890	-26%	-$75.6K	﹤0.01%	661
2023 Q3	$290K	Hold	7,390	–	–	﹤0.01%	584
2023 Q2	$306K	Hold	7,390	–	–	﹤0.01%	591
2023 Q1	$298K	Hold	7,390	–	–	﹤0.01%	603
2022 Q4	$287K	Hold	7,390	–	–	﹤0.01%	599
2022 Q3	$251K	Sell	7,390 -5,540	-43%	-$208K	﹤0.01%	601
2022 Q2	$476K	Hold	12,930	–	–	0.01%	407
2022 Q1	$570K	Sell	12,930 -198	-2%	-$8.45K	0.01%	381
2021 Q4	$595K	Buy	13,128 +198	+2%	+$8.55K	0.01%	373
2021 Q3	$511K	Buy	12,930 +5,340	+70%	+$222K	0.01%	387
2021 Q2	$312K	Sell	7,590 -950	-11%	-$40K	﹤0.01%	563
2021 Q1	$336K	Sell	8,540 -2,464	-22%	-$93K	﹤0.01%	503
2020 Q4	$398K	Buy	11,004 +2,464	+29%	+$84.4K	0.01%	392
2020 Q3	$272K	Hold	8,540	–	–	﹤0.01%	438
2020 Q2	$241K	Buy	+8,540	New	+$225K	﹤0.01%	454
2020 Q1	–	Sell	-13,366	Closed	-$410K	–	611
2019 Q4	$410K	Hold	13,366	–	–	0.01%	336
2019 Q3	$389K	Hold	13,366	–	–	0.01%	342
2019 Q2	$391K	Sell	13,366 -1,460	-10%	-$41.2K	0.01%	336
2019 Q1	$411K	Buy	14,826 +2,470	+20%	+$66.6K	0.01%	302
2018 Q4	$312K	Sell	12,356 -7,504	-38%	-$200K	0.01%	355
2018 Q3	$575K	Hold	19,860	–	–	0.01%	256
2018 Q2	$577K	Hold	19,860	–	–	0.01%	246
2018 Q1	$565K	Hold	19,860	–	–	0.01%	225
2017 Q4	$601K	Buy	19,860 +9,860	+99%	+$290K	0.01%	214
2017 Q3	$284K	Hold	10,000	–	–	0.01%	328
2017 Q2	$269K	Hold	10,000	–	–	0.01%	296
2017 Q1	$262K	Hold	10,000	–	–	0.01%	244
2016 Q4	$249K	Sell	10,000 -2,252	-18%	-$54.7K	0.01%	201
2016 Q3	$293K	Hold	12,252	–	–	0.01%	162
2016 Q2	$284K	Buy	+12,252	New	+$285K	0.01%	144

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MMH

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Greenleaf Trust's XLB Position: Q4 2025 in Review

Greenleaf Trust sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2025, closing a stake of 5,400 shares — an estimated $242K sold.

Greenleaf Trust first reported a position in XLB in Q2 2016 and held it in 37 quarters. The position peaked at $601K in Q4 2017. 807 funds tracked by Wall St. Rank hold XLB as of Q4 2025.

Greenleaf Trust reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Greenleaf Trust sold 5,400 State Street Materials Select Sector SPDR ETF shares in Q4 2025, an estimated $242K.
Greenleaf Trust first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2016 and held it in 37 quarters.
Greenleaf Trust's State Street Materials Select Sector SPDR ETF position peaked at $601K in Q4 2017.
807 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2025.

Based on Greenleaf Trust's 13F filing for Q4 2025, filed 21 Jan 2026.