Lindbrook Capital’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Lindbrook Capital’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	$301K	Buy	+7,000	New	+$306K	0.03%	314
2024 Q4	–	Sell	-130	Closed	-$6.26K	–	2920
2024 Q3	$6.26K	Hold	130	–	–	﹤0.01%	1913
2024 Q2	$5.74K	Hold	130	–	–	﹤0.01%	1933
2024 Q1	$6.04K	Hold	130	–	–	﹤0.01%	1810
2023 Q4	$5.56K	Hold	130	–	–	﹤0.01%	1832
2023 Q3	$5.11K	Hold	130	–	–	﹤0.01%	1758
2023 Q2	$5.39K	Hold	130	–	–	﹤0.01%	1767
2023 Q1	$5.24K	Buy	130 +108	+491%	+$4.37K	﹤0.01%	1834
2022 Q4	$854	Sell	22 -96	-81%	-$3.69K	﹤0.01%	2497
2022 Q3	$4K	Sell	118 -1,264	-91%	-$47.5K	﹤0.01%	1809
2022 Q2	$51K	Buy	+1,382	New	+$57.8K	0.01%	654

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 $11.7B AUM 87.29% 1-Year Est. Return

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

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

Lindbrook Capital's XLB Position: Q1 2025 in Review

Lindbrook Capital opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q1 2025: 7,000 shares worth $301K. The stake represents 0.03% of the portfolio and ranks #314 among its holdings. This is a return to the name: Lindbrook Capital previously reported a position in XLB as recently as Q3 2024.

Lindbrook Capital first reported a position in XLB in Q2 2022 and has held it in 11 quarters since. 784 funds tracked by Wall St. Rank hold XLB as of Q1 2025.

Lindbrook Capital held 7,000 shares of State Street Materials Select Sector SPDR ETF worth $301K as of Q1 2025.
State Street Materials Select Sector SPDR ETF was a new Lindbrook Capital position in Q1 2025.
State Street Materials Select Sector SPDR ETF made up 0.03% of Lindbrook Capital's portfolio in Q1 2025, its #314 holding.
Lindbrook Capital first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2022 and has held it in 11 quarters since.
784 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.