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Smallwood Wealth Investment Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Smallwood Wealth Investment Management’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
-10
Closed -$439 – 593
2025
Q2 		$439 Buy
+10
New +$424 ﹤0.01% 504

Other funds holding XLB

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
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 $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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Smallwood Wealth Investment Management's XLB Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2025, closing a stake of 10 shares — an estimated $439 sold.

Smallwood Wealth Investment Management first reported a position in XLB in Q2 2025 and held it in 1 quarter. The position peaked at $439 in Q2 2025. 772 funds tracked by Wall St. Rank hold XLB as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 10 State Street Materials Select Sector SPDR ETF shares in Q3 2025, an estimated $439.
  • Smallwood Wealth Investment Management first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's State Street Materials Select Sector SPDR ETF position peaked at $439 in Q2 2025.
  • 772 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.