KMG Fiduciary Partners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

KMG Fiduciary Partners’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	-26,868	Closed	-$1.2M	–	303
2025 Q3	$1.2M	Sell	26,868 -1,000	-4%	-$45.2K	0.08%	175
2025 Q2	$1.22M	Buy	27,868 +198	+0.7%	+$8.39K	0.09%	168
2025 Q1	$1.19M	Buy	27,670 +464	+2%	+$20.3K	0.1%	171
2024 Q4	$1.14M	Buy	27,206 +16	+0.1%	+$741	0.09%	166
2024 Q3	$1.31M	Sell	27,190 -6,080	-18%	-$277K	0.11%	155
2024 Q2	$1.47M	Sell	33,270 -366	-1%	-$16.5K	0.14%	123
2024 Q1	$1.56M	Hold	33,636	–	–	0.16%	115
2023 Q4	$1.44M	Hold	33,636	–	–	0.17%	122
2023 Q3	$1.32M	Buy	33,636 +876	+3%	+$36K	0.17%	125
2023 Q2	$1.36M	Buy	32,760 +7,438	+29%	+$296K	0.18%	128
2023 Q1	$1.02M	Buy	25,322 +14,066	+125%	+$570K	0.15%	139
2022 Q4	$437K	Buy	+11,256	New	+$432K	0.07%	172

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KMG Fiduciary Partners's XLB Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2025, closing a stake of 26,868 shares — an estimated $1.2M sold.

KMG Fiduciary Partners first reported a position in XLB in Q4 2022 and held it in 12 quarters. The position peaked at $1.56M in Q1 2024. 808 funds tracked by Wall St. Rank hold XLB as of Q4 2025.

KMG Fiduciary Partners reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
KMG Fiduciary Partners sold 26,868 State Street Materials Select Sector SPDR ETF shares in Q4 2025, an estimated $1.2M.
KMG Fiduciary Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2022 and held it in 12 quarters.
KMG Fiduciary Partners's State Street Materials Select Sector SPDR ETF position peaked at $1.56M in Q1 2024.
808 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.