Householder Group Estate & Retirement Specialist’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-838	Closed	-$40K	–	1247
2024 Q3	$40K	Hold	838	–	–	0.01%	525
2024 Q2	$37K	Buy	838 +202	+32%	+$9.13K	0.01%	541
2024 Q1	$29.5K	Sell	636 -210	-25%	-$9.03K	0.01%	580
2023 Q4	$36K	Hold	846	–	–	0.01%	532
2023 Q3	$33.2K	Buy	+846	New	+$34.7K	0.01%	534
2023 Q1	$38K	Buy	+930	New	+$37.7K	0.01%	498
2022 Q4	–	Sell	-1,984	Closed	-$67K	–	1180
2022 Q3	$67K	Buy	+1,984	New	+$74.6K	0.03%	345

Other funds holding XLB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Householder Group Estate & Retirement Specialist's XLB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2024, closing a stake of 838 shares — an estimated $40K sold.

Householder Group Estate & Retirement Specialist first reported a position in XLB in Q3 2022 and held it in 7 quarters. The position peaked at $67K in Q3 2022. 814 funds tracked by Wall St. Rank hold XLB as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 838 State Street Materials Select Sector SPDR ETF shares in Q4 2024, an estimated $40K.
Householder Group Estate & Retirement Specialist first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's State Street Materials Select Sector SPDR ETF position peaked at $67K in Q3 2022.
814 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.