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Strategic Financial Concepts’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Strategic Financial Concepts’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 		– Sell
-4,962
Closed -$222K – 307
2025
Q3 		$222K Buy
+4,962
New +$224K 0.03% 245

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Strategic Financial Concepts's XLB Position: Q4 2025 in Review

Strategic Financial Concepts sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2025, closing a stake of 4,962 shares — an estimated $222K sold.

Strategic Financial Concepts first reported a position in XLB in Q3 2025 and held it in 1 quarter. The position peaked at $222K in Q3 2025. 808 funds tracked by Wall St. Rank hold XLB as of Q4 2025.

  • Strategic Financial Concepts reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 4,962 State Street Materials Select Sector SPDR ETF shares in Q4 2025, an estimated $222K.
  • Strategic Financial Concepts first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2025 and held it in 1 quarter.
  • Strategic Financial Concepts's State Street Materials Select Sector SPDR ETF position peaked at $222K in Q3 2025.
  • 808 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.