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Legacy Wealth Management (Idaho)’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Legacy Wealth Management (Idaho)’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
Q3 		– Sell
-46
Closed -$2.02K – 831
2025
Q2 		$2.02K Hold
46
– – ﹤0.01% 512
2025
Q1 		$1.98K Hold
46
– – ﹤0.01% 540
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

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Menora Mivtachim Holdings
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s XLB Position: Q3 2025 in Review

Legacy Wealth Management (Idaho) sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2025, closing a stake of 46 shares — an estimated $2.02K sold.

Legacy Wealth Management (Idaho) first reported a position in XLB in Q3 2024 and held it in 4 quarters. The position peaked at $2.13K in Q3 2024. 774 funds tracked by Wall St. Rank hold XLB as of Q3 2025.

  • Legacy Wealth Management (Idaho) reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 46 State Street Materials Select Sector SPDR ETF shares in Q3 2025, an estimated $2.02K.
  • Legacy Wealth Management (Idaho) first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2024 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s State Street Materials Select Sector SPDR ETF position peaked at $2.13K in Q3 2024.
  • 774 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q3 2025, filed 12 Nov 2025.