Ridgewood Investments’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Ridgewood Investments’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	-292	Closed	-$12.8K	–	708
2025 Q2	$12.8K	Sell	292 -24	-8%	-$1.02K	0.01%	485
2025 Q1	$13.6K	Hold	316	–	–	0.01%	456
2024 Q4	$13.3K	Hold	316	–	–	0.01%	454
2024 Q3	$15.2K	Hold	316	–	–	0.01%	449
2024 Q2	$14K	Buy	+316	New	+$14.3K	0.01%	472
2023 Q3	–	Sell	-316	Closed	-$13.1K	–	793
2023 Q2	$13.1K	Hold	316	–	–	0.01%	488
2023 Q1	$12.7K	Buy	+316	New	+$12.8K	0.01%	496

Other funds holding XLB

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ridgewood Investments's XLB Position: Q3 2025 in Review

Ridgewood Investments sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2025, closing a stake of 292 shares — an estimated $12.8K sold.

Ridgewood Investments first reported a position in XLB in Q1 2023 and held it in 7 quarters. The position peaked at $15.2K in Q3 2024. 774 funds tracked by Wall St. Rank hold XLB as of Q3 2025.

Ridgewood Investments reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 292 State Street Materials Select Sector SPDR ETF shares in Q3 2025, an estimated $12.8K.
Ridgewood Investments first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's State Street Materials Select Sector SPDR ETF position peaked at $15.2K in Q3 2024.
774 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.