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McAdam LLC’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

McAdam LLC’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
2026
Q1 		$305K Buy
6,101
+1,404
+30% +$70.4K 0.01% 341
2025
Q4 		$213K Buy
+4,697
New +$208K 0.01% 394
2023
Q3 		– Sell
-6,376
Closed -$264K – 270
2023
Q2 		$264K Sell
6,376
-6,698
-51% -$266K 0.02% 217
2023
Q1 		$527K Buy
+13,074
New +$529K 0.05% 148
2022
Q4 		– Sell
-23,020
Closed -$783K – 235
2022
Q3 		$783K Buy
23,020
+2,432
+12% +$91.4K 0.08% 108
2022
Q2 		$758K Buy
+20,588
New +$861K 0.08% 112
2018
Q4 		– Sell
-10
Closed – – 629
2018
Q3 		$0 Buy
+10
New +$295 ﹤0.01% 744

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return