Means Investment Company’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Means Investment Company’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	-10,082	Closed	-$452K	–	198
2025 Q3	$452K	Buy	10,082 +46	+0.5%	+$2.08K	0.04%	138
2025 Q2	$441K	Buy	10,036 +50	+0.5%	+$2.12K	0.04%	134
2025 Q1	$429K	Buy	9,986 +46	+0.5%	+$2.01K	0.05%	129
2024 Q4	$418K	Buy	9,940 +352	+4%	+$16.3K	0.04%	142
2024 Q3	$462K	Buy	9,588 +42	+0.4%	+$1.92K	0.05%	125
2024 Q2	$422K	Buy	9,546 +48	+0.5%	+$2.17K	0.05%	132
2024 Q1	$441K	Buy	9,498 +32	+0.3%	+$1.38K	0.06%	133
2023 Q4	$405K	Buy	9,466 +66	+0.7%	+$2.64K	0.06%	133
2023 Q3	$369K	Buy	9,400 +4,322	+85%	+$177K	0.06%	141
2023 Q2	$210K	Sell	5,078 -32	-0.6%	-$1.27K	0.03%	192
2023 Q1	$206K	Buy	+5,110	New	+$207K	0.04%	188

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Means Investment Company's XLB Position: Q4 2025 in Review

Means Investment Company sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2025, closing a stake of 10,082 shares — an estimated $452K sold.

Means Investment Company first reported a position in XLB in Q1 2023 and held it in 11 quarters. The position peaked at $462K in Q3 2024. 808 funds tracked by Wall St. Rank hold XLB as of Q4 2025.

Means Investment Company reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Means Investment Company sold 10,082 State Street Materials Select Sector SPDR ETF shares in Q4 2025, an estimated $452K.
Means Investment Company first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2023 and held it in 11 quarters.
Means Investment Company's State Street Materials Select Sector SPDR ETF position peaked at $462K in Q3 2024.
808 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2025.

Based on Means Investment Company's 13F filing for Q4 2025, filed 26 Jan 2026.