Lineweaver Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Lineweaver Wealth Advisors’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	-29,600	Closed	-$1.33M	–	190
2025 Q3	$1.33M	Buy	29,600 +5,470	+23%	+$247K	0.19%	90
2025 Q2	$1.06M	Buy	24,130 +1,096	+5%	+$46.5K	0.17%	90
2025 Q1	$991K	Buy	+23,034	New	+$1.01M	0.17%	90

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

Lineweaver Wealth Advisors's XLB Position: Q4 2025 in Review

Lineweaver Wealth Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2025, closing a stake of 29,600 shares — an estimated $1.33M sold.

Lineweaver Wealth Advisors first reported a position in XLB in Q1 2025 and held it in 3 quarters. The position peaked at $1.33M in Q3 2025. 808 funds tracked by Wall St. Rank hold XLB as of Q4 2025.

Lineweaver Wealth Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Lineweaver Wealth Advisors sold 29,600 State Street Materials Select Sector SPDR ETF shares in Q4 2025, an estimated $1.33M.
Lineweaver Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2025 and held it in 3 quarters.
Lineweaver Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $1.33M in Q3 2025.
808 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2025.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.