Obsidian Personal Planning Solutions’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Obsidian Personal Planning Solutions’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	$3.7M	Buy	86,318 +5,816	+7%	+$263K	1.28%	22
2025 Q2	$3.53M	Buy	80,502 +2,640	+3%	+$112K	1.43%	21
2025 Q1	$3.27M	Sell	77,862 -812	-1%	-$35.5K	1.46%	22
2024 Q4	$3.49M	Buy	78,674 +5,498	+8%	+$255K	1.69%	19
2024 Q3	$3.42M	Buy	73,176 +6,644	+10%	+$303K	1.79%	19
2024 Q2	$2.94M	Buy	66,532 +3,012	+5%	+$136K	1.79%	19
2024 Q1	$2.81M	Buy	63,520 +3,750	+6%	+$161K	1.85%	19
2023 Q4	$2.56M	Buy	59,770 +1,306	+2%	+$52.2K	1.95%	17
2023 Q3	$2.3M	Buy	58,464 +5,928	+11%	+$243K	1.96%	16
2023 Q2	$2.18M	Buy	52,536 +1,658	+3%	+$65.9K	2.68%	12
2023 Q1	$2.05M	Buy	50,878 +82	+0.2%	+$3.32K	2.99%	12
2022 Q4	$1.97M	Buy	50,796 +16	+0%	+$614	3.17%	12
2022 Q3	$1.73M	Buy	50,780 +1,062	+2%	+$39.9K	3.16%	12
2022 Q2	$1.83M	Buy	+49,718	New	+$2.08M	3.12%	12

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

Obsidian Personal Planning Solutions's XLB Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 7.2% in Q3 2025, buying an estimated $263K and bringing the position to 86,318 shares worth $3.7M. The position accounts for 1.28% of the portfolio, ranked #22.

Obsidian Personal Planning Solutions first reported a position in XLB in Q2 2022 and has held it in 14 quarters since. 771 funds tracked by Wall St. Rank hold XLB as of Q3 2025.

Obsidian Personal Planning Solutions held 86,318 shares of State Street Materials Select Sector SPDR ETF worth $3.7M as of Q3 2025.
Obsidian Personal Planning Solutions bought 5,816 State Street Materials Select Sector SPDR ETF shares in Q3 2025, an estimated $263K.
State Street Materials Select Sector SPDR ETF made up 1.28% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #22 holding.
Obsidian Personal Planning Solutions first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2022 and has held it in 14 quarters since.
771 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.