JSF Financial’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

JSF Financial’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 Q1	–	Sell	-19,024	Closed	-$800K	–	141
2024 Q4	$800K	Buy	+19,024	New	+$881K	0.21%	68
2022 Q3	–	Sell	-13,038	Closed	-$480K	–	118
2022 Q2	$480K	Buy	+13,038	New	+$546K	0.22%	69

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

JSF Financial's XLB Position: Q1 2025 in Review

JSF Financial sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2025, closing a stake of 19,024 shares — an estimated $800K sold.

JSF Financial first reported a position in XLB in Q2 2022 and held it in 2 quarters. The position peaked at $800K in Q4 2024. 782 funds tracked by Wall St. Rank hold XLB as of Q1 2025.

JSF Financial reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
JSF Financial sold 19,024 State Street Materials Select Sector SPDR ETF shares in Q1 2025, an estimated $800K.
JSF Financial first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2022 and held it in 2 quarters.
JSF Financial's State Street Materials Select Sector SPDR ETF position peaked at $800K in Q4 2024.
782 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2025.

Based on JSF Financial's 13F filing for Q1 2025, filed 7 May 2025.