SAG
XLB icon

SageView Advisory Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

SageView Advisory Group’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
Q4 		$36.4K Buy
+802
New +$35.4K ﹤0.01% 1206
2024
Q2 		– Sell
-17,660
Closed -$372K – 816
2024
Q1 		$372K Buy
17,660
+7,726
+78% +$332K 0.02% 375
2023
Q4 		$414K Sell
9,934
-26,002
-72% -$1.04M 0.02% 437
2023
Q3 		$1.41M Buy
35,936
+1,454
+4% +$59.7K 0.08% 160
2023
Q2 		$1.43M Buy
34,482
+5,468
+19% +$217K 0.08% 173
2023
Q1 		$1.17M Buy
29,014
+17,222
+146% +$697K 0.07% 179
2022
Q4 		$458K Buy
+11,792
New +$453K 0.04% 251

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $761B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return