Oliver Lagore Vanvalin Investment Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$271	Buy	+6	New	+$254	﹤0.01%	623
2024 Q4	$264	Hold	6	–	–	﹤0.01%	641
2024 Q3	$301	Hold	6	–	–	﹤0.01%	635
2024 Q2	$274	Hold	6	–	–	﹤0.01%	679
2024 Q1	$287	Buy	+6	New	+$258	﹤0.01%	684
2023 Q2	–	Sell	-82	Closed	-$3.31K	–	847
2023 Q1	$3.31K	Buy	+82	New	+$3.32K	﹤0.01%	542

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 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

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

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

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

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

MMH

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

Oliver Lagore Vanvalin Investment Group's XLB Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2025: 6 shares worth $271. The stake represents ﹤0.01% of the portfolio and ranks #623 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in XLB as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in XLB in Q1 2023 and has held it in 6 quarters since. The position peaked at $3.31K in Q1 2023. 770 funds tracked by Wall St. Rank hold XLB as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 6 shares of State Street Materials Select Sector SPDR ETF worth $271 as of Q2 2025.
State Street Materials Select Sector SPDR ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #623 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2023 and has held it in 6 quarters since.
Oliver Lagore Vanvalin Investment Group's State Street Materials Select Sector SPDR ETF position peaked at $3.31K in Q1 2023.
770 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.