Moloney Securities Asset Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Moloney Securities Asset Management’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	$202K	Buy	+4,498	New	+$203K	0.02%	446
2025 Q2	–	Sell	-5,098	Closed	-$219K	–	528
2025 Q1	$219K	Sell	5,098 -390	-7%	-$17K	0.03%	415
2024 Q4	$231K	Sell	5,488 -440	-7%	-$20.4K	0.03%	394
2024 Q3	$286K	Sell	5,928 -818	-12%	-$37.3K	0.04%	369
2024 Q2	$298K	Sell	6,746 -110	-2%	-$4.97K	0.04%	352
2024 Q1	$318K	Hold	6,856	–	–	0.05%	335
2023 Q4	$293K	Hold	6,856	–	–	0.05%	341
2023 Q3	$269K	Sell	6,856 -66	-1%	-$2.71K	0.05%	333
2023 Q2	$287K	Sell	6,922 -76	-1%	-$3.02K	0.05%	322
2023 Q1	$282K	Buy	6,998 +6	+0.1%	+$243	0.05%	327
2022 Q4	$272K	Hold	6,992	–	–	0.06%	304
2022 Q3	$238K	Hold	6,992	–	–	0.06%	308
2022 Q2	$257K	Sell	6,992 -200	-3%	-$8.37K	0.06%	298
2022 Q1	$317K	Buy	7,192 +860	+14%	+$36.7K	0.06%	287
2021 Q4	$287K	Hold	6,332	–	–	0.05%	334
2021 Q3	$250K	Hold	6,332	–	–	0.05%	355
2021 Q2	$261K	Buy	6,332 +430	+7%	+$18.1K	0.05%	345
2021 Q1	$233K	Buy	5,902 +200	+4%	+$7.55K	0.05%	347
2020 Q4	$206K	Buy	+5,702	New	+$195K	0.05%	349
2018 Q1	–	Sell	-6,812	Closed	-$206K	–	318
2017 Q4	$206K	Buy	+6,812	New	+$200K	0.09%	239

Other funds holding XLB

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MMH

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Moloney Securities Asset Management's XLB Position: Q3 2025 in Review

Moloney Securities Asset Management opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q3 2025: 4,498 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #446 among its holdings. This is a return to the name: Moloney Securities Asset Management previously reported a position in XLB as recently as Q1 2025.

Moloney Securities Asset Management first reported a position in XLB in Q4 2017 and has held it in 20 quarters since. The position peaked at $318K in Q1 2024. 771 funds tracked by Wall St. Rank hold XLB as of Q3 2025.

Moloney Securities Asset Management held 4,498 shares of State Street Materials Select Sector SPDR ETF worth $202K as of Q3 2025.
State Street Materials Select Sector SPDR ETF was a new Moloney Securities Asset Management position in Q3 2025.
State Street Materials Select Sector SPDR ETF made up 0.02% of Moloney Securities Asset Management's portfolio in Q3 2025, its #446 holding.
Moloney Securities Asset Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2017 and has held it in 20 quarters since.
Moloney Securities Asset Management's State Street Materials Select Sector SPDR ETF position peaked at $318K in Q1 2024.
771 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.