Mark Sheptoff Financial Planning’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Mark Sheptoff Financial Planning’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	–	Sell	-300	Closed	-$12.9K	–	532
2025 Q1	$12.9K	Hold	300	–	–	0.01%	294
2024 Q4	$12.6K	Hold	300	–	–	0.01%	300
2024 Q3	$14.5K	Sell	300 -330	-52%	-$15.1K	0.01%	277
2024 Q2	$27.8K	Hold	630	–	–	0.02%	231
2024 Q1	$29.3K	Hold	630	–	–	0.02%	210
2023 Q4	$26.9K	Sell	630 -200	-24%	-$8K	0.02%	204
2023 Q3	$32.6K	Buy	830 +650	+361%	+$26.7K	0.02%	180
2023 Q2	$7.46K	Hold	180	–	–	﹤0.01%	293
2023 Q1	$7.26K	Hold	180	–	–	﹤0.01%	286
2022 Q4	$6.99K	Buy	+180	New	+$6.91K	﹤0.01%	292

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

Mark Sheptoff Financial Planning's XLB Position: Q2 2025 in Review

Mark Sheptoff Financial Planning sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2025, closing a stake of 300 shares — an estimated $12.9K sold.

Mark Sheptoff Financial Planning first reported a position in XLB in Q4 2022 and held it in 10 quarters. The position peaked at $32.6K in Q3 2023. 769 funds tracked by Wall St. Rank hold XLB as of Q2 2025.

Mark Sheptoff Financial Planning reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 300 State Street Materials Select Sector SPDR ETF shares in Q2 2025, an estimated $12.9K.
Mark Sheptoff Financial Planning first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2022 and held it in 10 quarters.
Mark Sheptoff Financial Planning's State Street Materials Select Sector SPDR ETF position peaked at $32.6K in Q3 2023.
769 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2025, filed 6 Aug 2025.