RFA
XLB icon

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

Resurgent Financial 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
Q2 		– Sell
-4,816
Closed -$207K – 204
2025
Q1 		$207K Buy
+4,816
New +$210K 0.12% 174

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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

Resurgent Financial Advisors's XLB Position: Q2 2025 in Review

Resurgent Financial Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2025, closing a stake of 4,816 shares — an estimated $207K sold.

Resurgent Financial Advisors first reported a position in XLB in Q1 2025 and held it in 1 quarter. The position peaked at $207K in Q1 2025. 769 funds tracked by Wall St. Rank hold XLB as of Q2 2025.

  • Resurgent Financial Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Resurgent Financial Advisors sold 4,816 State Street Materials Select Sector SPDR ETF shares in Q2 2025, an estimated $207K.
  • Resurgent Financial Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
  • Resurgent Financial Advisors's State Street Materials Select Sector SPDR ETF position peaked at $207K in Q1 2025.
  • 769 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2025.

Based on Resurgent Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.