SOA Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

SOA Wealth 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	-24	Closed	-$1.03K	–	941
2025 Q1	$1.03K	Sell	24 -12	-33%	-$524	﹤0.01%	738
2024 Q4	$1.51K	Buy	+36	New	+$1.67K	﹤0.01%	708

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SOA Wealth Advisors's XLB Position: Q2 2025 in Review

SOA Wealth Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2025, closing a stake of 24 shares — an estimated $1.03K sold.

SOA Wealth Advisors first reported a position in XLB in Q4 2024 and held it in 2 quarters. The position peaked at $1.51K in Q4 2024. 769 funds tracked by Wall St. Rank hold XLB as of Q2 2025.

SOA Wealth Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
SOA Wealth Advisors sold 24 State Street Materials Select Sector SPDR ETF shares in Q2 2025, an estimated $1.03K.
SOA Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
SOA Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $1.51K in Q4 2024.
769 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.