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J.M. Forbes & Co’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

J.M. Forbes & Co’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
2026
Q1 		$1.13M Hold
22,610
– – 0.1% 76
2025
Q4 		$1.03M Hold
22,610
– – 0.08% 78
2025
Q3 		$1.01M Hold
22,610
– – 0.08% 80
2025
Q2 		$993K Hold
22,610
– – 0.09% 80
2025
Q1 		$972K Sell
22,610
-346
-2% -$15.1K 0.09% 81
2024
Q4 		$966K Hold
22,956
– – 0.09% 82
2024
Q3 		$1.11M Hold
22,956
– – 0.11% 77
2024
Q2 		$1.01M Sell
22,956
-138
-0.6% -$6.24K 0.1% 79
2024
Q1 		$1.07M Hold
23,094
– – 0.12% 79
2023
Q4 		$988K Sell
23,094
-258
-1% -$10.3K 0.11% 76
2023
Q3 		$917K Buy
+23,352
New +$959K 0.12% 76

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return