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

Midland 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	–	Sell	-6,496	Closed	-$285K	–	180
2025 Q2	$285K	Sell	6,496 -2,958	-31%	-$125K	0.02%	152
2025 Q1	$406K	Sell	9,454 -9,080	-49%	-$397K	0.02%	134
2024 Q4	$780K	Sell	18,534 -2,916	-14%	-$135K	0.05%	97
2024 Q3	$1.03M	Sell	21,450 -358	-2%	-$16.3K	0.06%	86
2024 Q2	$963K	Sell	21,808 -4,080	-16%	-$184K	0.06%	91
2024 Q1	$1.2M	Sell	25,888 -2,326	-8%	-$100K	0.07%	76
2023 Q4	$1.21M	Buy	+28,214	New	+$1.13M	0.08%	74

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

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

Midland Wealth Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2025, closing a stake of 6,496 shares — an estimated $285K sold.

Midland Wealth Advisors first reported a position in XLB in Q4 2023 and held it in 7 quarters. The position peaked at $1.21M in Q4 2023. 774 funds tracked by Wall St. Rank hold XLB as of Q3 2025.

Midland Wealth Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Midland Wealth Advisors sold 6,496 State Street Materials Select Sector SPDR ETF shares in Q3 2025, an estimated $285K.
Midland Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2023 and held it in 7 quarters.
Midland Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $1.21M in Q4 2023.
774 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2025.

Based on Midland Wealth Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.