Safe Harbor Fiduciary’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Safe Harbor Fiduciary’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	–	Sell	-488	Closed	-$22.1K	–	208
2025 Q4	$22.1K	Buy	+488	New	+$21.6K	0.02%	125
2025 Q2	$553K	Sell	12,588 -1,000	-7%	-$42.4K	0.52%	39
2025 Q1	$584K	Buy	13,588 +26	+0.2%	+$1.14K	0.6%	33
2024 Q4	$571K	Sell	13,562 -390	-3%	-$18.1K	0.58%	32
2024 Q3	$672K	Buy	+13,952	New	+$636K	0.63%	32

Other funds holding XLB

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Safe Harbor Fiduciary's XLB Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2026, closing a stake of 488 shares — an estimated $22.1K sold.

Safe Harbor Fiduciary first reported a position in XLB in Q3 2024 and held it in 5 quarters. The position peaked at $672K in Q3 2024. 902 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Safe Harbor Fiduciary reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Safe Harbor Fiduciary sold 488 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $22.1K.
Safe Harbor Fiduciary first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2024 and held it in 5 quarters.
Safe Harbor Fiduciary's State Street Materials Select Sector SPDR ETF position peaked at $672K in Q3 2024.
902 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.