Grey Fox Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Grey Fox Wealth 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 Q4	–	Sell	-282	Closed	-$12.6K	–	614
2025 Q3	$12.6K	Buy	+282	New	+$12.8K	﹤0.01%	379

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

Grey Fox Wealth Advisors's XLB Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2025, closing a stake of 282 shares — an estimated $12.6K sold.

Grey Fox Wealth Advisors first reported a position in XLB in Q3 2025 and held it in 1 quarter. The position peaked at $12.6K in Q3 2025. 807 funds tracked by Wall St. Rank hold XLB as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 282 State Street Materials Select Sector SPDR ETF shares in Q4 2025, an estimated $12.6K.
Grey Fox Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2025 and held it in 1 quarter.
Grey Fox Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $12.6K in Q3 2025.
807 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.