Legacy Investment Solutions’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Legacy Investment Solutions’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 Q2	$2.02K	Buy	+46	New	+$1.95K	﹤0.01%	512
2024 Q4	$2.03K	Hold	46	–	–	﹤0.01%	497
2024 Q3	$2.13K	Buy	+46	New	+$2.1K	﹤0.01%	477

Other funds holding XLB

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Legacy Investment Solutions's XLB Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2025: 46 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #512 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in XLB as recently as Q4 2024.

Legacy Investment Solutions first reported a position in XLB in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.13K in Q3 2024. 769 funds tracked by Wall St. Rank hold XLB as of Q2 2025.

Legacy Investment Solutions held 46 shares of State Street Materials Select Sector SPDR ETF worth $2.02K as of Q2 2025.
State Street Materials Select Sector SPDR ETF was a new Legacy Investment Solutions position in Q2 2025.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #512 holding.
Legacy Investment Solutions first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2024 and has held it in 3 quarters since.
Legacy Investment Solutions's State Street Materials Select Sector SPDR ETF position peaked at $2.13K in Q3 2024.
769 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.