Nvest Financial’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Nvest Financial’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 Q1	–	Sell	-17,296	Closed	-$728K	–	112
2024 Q4	$728K	Buy	+17,296	New	+$801K	0.37%	66
2022 Q2	–	Sell	-18,290	Closed	-$806K	–	73
2022 Q1	$806K	Buy	+18,290	New	+$780K	0.66%	43

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

MMH

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Nvest Financial's XLB Position: Q1 2025 in Review

Nvest Financial sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2025, closing a stake of 17,296 shares — an estimated $728K sold.

Nvest Financial first reported a position in XLB in Q1 2022 and held it in 2 quarters. The position peaked at $806K in Q1 2022. 782 funds tracked by Wall St. Rank hold XLB as of Q1 2025.

Nvest Financial reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Nvest Financial sold 17,296 State Street Materials Select Sector SPDR ETF shares in Q1 2025, an estimated $728K.
Nvest Financial first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2022 and held it in 2 quarters.
Nvest Financial's State Street Materials Select Sector SPDR ETF position peaked at $806K in Q1 2022.
782 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2025.

Based on Nvest Financial's 13F filing for Q1 2025, filed 23 Apr 2025.