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Prevail Innovative Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Prevail Innovative Wealth Advisors’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 		– Sell
-11,888
Closed -$522K – 241
2025
Q2 		$522K Buy
+11,888
New +$504K 0.12% 167

Other funds holding XLB

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prevail Innovative Wealth Advisors's XLB Position: Q3 2025 in Review

Prevail Innovative Wealth Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2025, closing a stake of 11,888 shares — an estimated $522K sold.

Prevail Innovative Wealth Advisors first reported a position in XLB in Q2 2025 and held it in 1 quarter. The position peaked at $522K in Q2 2025. 773 funds tracked by Wall St. Rank hold XLB as of Q3 2025.

  • Prevail Innovative Wealth Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 11,888 State Street Materials Select Sector SPDR ETF shares in Q3 2025, an estimated $522K.
  • Prevail Innovative Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2025 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $522K in Q2 2025.
  • 773 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.