Plimoth Trust’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Plimoth Trust’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
2026 Q1	$288K	Buy	5,763 +67	+1%	+$3.36K	0.06%	150
2025 Q4	$258K	Sell	5,696 -130	-2%	-$5.75K	0.06%	161
2025 Q3	$261K	Buy	+5,826	New	+$263K	0.06%	159
2025 Q2	–	Sell	-5,076	Closed	-$218K	–	165
2025 Q1	$218K	Buy	+5,076	New	+$222K	0.06%	156
2024 Q4	–	Sell	-4,744	Closed	-$229K	–	163
2024 Q3	$229K	Sell	4,744 -74	-2%	-$3.38K	0.06%	156
2024 Q2	$213K	Sell	4,818 -332	-6%	-$15K	0.06%	155
2024 Q1	$239K	Sell	5,150 -438	-8%	-$18.8K	0.06%	151
2023 Q4	$239K	Sell	5,588 -44	-0.8%	-$1.76K	0.07%	152
2023 Q3	$221K	Buy	5,632 +492	+10%	+$20.2K	0.07%	154
2023 Q2	$213K	Sell	5,140 -374	-7%	-$14.9K	0.06%	156
2023 Q1	$222K	Sell	5,514 -268	-5%	-$10.9K	0.07%	156
2022 Q4	$225K	Buy	+5,782	New	+$222K	0.07%	159
2022 Q3	–	Sell	-8,468	Closed	-$312K	–	162
2022 Q2	$312K	Sell	8,468 -24	-0.3%	-$1K	0.1%	142
2022 Q1	$374K	Buy	8,492 +70	+0.8%	+$2.99K	0.1%	143
2021 Q4	$381K	Sell	8,422 -582	-6%	-$25.1K	0.1%	143
2021 Q3	$357K	Buy	9,004 +100	+1%	+$4.16K	0.1%	140
2021 Q2	$366K	Buy	+8,904	New	+$375K	0.1%	139
2020 Q4	–	Sell	-6,756	Closed	-$215K	–	160
2020 Q3	$215K	Buy	+6,756	New	+$210K	0.07%	156
2020 Q2	–	Sell	-9,070	Closed	-$205K	–	166
2020 Q1	$205K	Sell	9,070 -1,182	-12%	-$32.4K	0.09%	154
2019 Q4	$315K	Buy	10,252 +10	+0.1%	+$295	0.1%	158
2019 Q3	$298K	Sell	10,242 -622	-6%	-$17.9K	0.1%	174
2019 Q2	$318K	Buy	10,864 +32	+0.3%	+$903	0.1%	169
2019 Q1	$300K	Buy	10,832 +404	+4%	+$10.9K	0.1%	166
2018 Q4	$264K	Buy	10,428 +2,808	+37%	+$74.9K	0.1%	170
2018 Q3	$221K	Sell	7,620 -582	-7%	-$17.2K	0.07%	179
2018 Q2	$238K	Buy	8,202 +228	+3%	+$6.68K	0.08%	175
2018 Q1	$227K	Sell	7,974 -386	-5%	-$11.7K	0.08%	182
2017 Q4	$253K	Buy	+8,360	New	+$246K	0.09%	168

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

MMH

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Plimoth Trust's XLB Position: Q1 2026 in Review

Plimoth Trust increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 1.2% in Q1 2026, buying an estimated $3.36K and bringing the position to 5,763 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #150.

Plimoth Trust first reported a position in XLB in Q4 2017 and has held it in 28 quarters since. The position peaked at $381K in Q4 2021. 898 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Plimoth Trust held 5,763 shares of State Street Materials Select Sector SPDR ETF worth $288K as of Q1 2026.
Plimoth Trust bought 67 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $3.36K.
State Street Materials Select Sector SPDR ETF made up 0.06% of Plimoth Trust's portfolio in Q1 2026, its #150 holding.
Plimoth Trust first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2017 and has held it in 28 quarters since.
Plimoth Trust's State Street Materials Select Sector SPDR ETF position peaked at $381K in Q4 2021.
898 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Plimoth Trust's 13F filing for Q1 2026, filed 27 Apr 2026.