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

Lowe 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 Q3	$18.8K	Hold	420	–	–	0.01%	216
2025 Q2	$18.4K	Hold	420	–	–	0.01%	208
2025 Q1	$18.1K	Hold	420	–	–	0.01%	205
2024 Q4	$17.7K	Sell	420 -200	-32%	-$9.26K	0.01%	198
2024 Q3	$29.9K	Buy	620 +320	+107%	+$14.6K	0.01%	152
2024 Q2	$13.2K	Hold	300	–	–	0.01%	201
2024 Q1	$13.9K	Hold	300	–	–	0.01%	191
2023 Q4	$12.8K	Hold	300	–	–	0.01%	195
2023 Q3	$11.8K	Sell	300 -36	-11%	-$1.48K	0.01%	193
2023 Q2	$13.9K	Sell	336 -400	-54%	-$15.9K	0.01%	191
2023 Q1	$29.7K	Hold	736	–	–	0.02%	132
2022 Q4	$28.6K	Hold	736	–	–	0.02%	137
2022 Q3	$25K	Hold	736	–	–	0.01%	136
2022 Q2	$27K	Sell	736 -200	-21%	-$8.37K	0.01%	125
2022 Q1	$41K	Sell	936 -200	-18%	-$8.53K	0.02%	115
2021 Q4	$51K	Hold	1,136	–	–	0.02%	97
2021 Q3	$45K	Sell	1,136 -1,600	-58%	-$66.5K	0.02%	96
2021 Q2	$113K	Buy	2,736 +700	+34%	+$29.5K	0.05%	59
2021 Q1	$80K	Buy	2,036 +200	+11%	+$7.55K	0.04%	66
2020 Q4	$66K	Hold	1,836	–	–	0.03%	67
2020 Q3	$58K	Buy	1,836 +1,800	+5,000%	+$55.9K	0.03%	67
2020 Q2	$1K	Hold	36	–	–	﹤0.01%	259
2020 Q1	$1K	Hold	36	–	–	﹤0.01%	294
2019 Q4	$1K	Hold	36	–	–	﹤0.01%	292
2019 Q3	$1K	Hold	36	–	–	﹤0.01%	270
2019 Q2	$1K	Hold	36	–	–	﹤0.01%	286
2019 Q1	$0	Hold	36	–	–	﹤0.01%	298
2018 Q4	$1K	Hold	36	–	–	﹤0.01%	248
2018 Q3	$1K	Hold	36	–	–	﹤0.01%	285
2018 Q2	$1K	Hold	36	–	–	﹤0.01%	235
2018 Q1	$1K	Hold	36	–	–	﹤0.01%	239
2017 Q4	$1K	Hold	36	–	–	﹤0.01%	246
2017 Q3	$1K	Hold	36	–	–	﹤0.01%	237
2017 Q2	$1K	Hold	36	–	–	﹤0.01%	215
2017 Q1	$1K	Hold	36	–	–	﹤0.01%	216
2016 Q4	$1K	Hold	36	–	–	﹤0.01%	224
2016 Q3	$1K	Hold	36	–	–	﹤0.01%	239
2016 Q2	$1K	Hold	36	–	–	﹤0.01%	243
2016 Q1	$1K	Hold	36	–	–	﹤0.01%	213
2015 Q4	$1K	Hold	36	–	–	﹤0.01%	223
2015 Q3	$1K	Hold	36	–	–	﹤0.01%	224
2015 Q2	$1K	Hold	36	–	–	﹤0.01%	222
2015 Q1	$1K	Hold	36	–	–	﹤0.01%	220
2014 Q4	$1K	Buy	+36	New	+$870	﹤0.01%	196

Other funds holding XLB

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 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

Lowe Wealth Advisors's XLB Position: Q3 2025 in Review

Lowe Wealth Advisors held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q3 2025 at 420 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #216.

Lowe Wealth Advisors first reported a position in XLB in Q4 2014 and has held it in 44 quarters since. The position peaked at $113K in Q2 2021. 773 funds tracked by Wall St. Rank hold XLB as of Q3 2025.

Lowe Wealth Advisors held 420 shares of State Street Materials Select Sector SPDR ETF worth $18.8K as of Q3 2025.
Lowe Wealth Advisors left its State Street Materials Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Materials Select Sector SPDR ETF made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #216 holding.
Lowe Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2014 and has held it in 44 quarters since.
Lowe Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $113K in Q2 2021.
773 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.