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

SVB Wealth’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	-2,990	Closed	-$129K	–	1643
2025 Q1	$129K	Buy	+2,990	New	+$131K	0.01%	368
2024 Q2	–	Sell	-5,084	Closed	-$236K	–	835
2024 Q1	$236K	Buy	+5,084	New	+$219K	0.01%	704
2023 Q1	–	Sell	-6,428	Closed	-$250K	–	1085
2022 Q4	$250K	Sell	6,428 -292	-4%	-$11.2K	﹤0.01%	823
2022 Q3	$229K	Buy	+6,720	New	+$253K	﹤0.01%	798
2021 Q2	–	Sell	-636	Closed	-$25K	–	1032
2021 Q1	$25K	Hold	636	–	–	﹤0.01%	896
2020 Q4	$23K	Buy	+636	New	+$21.8K	﹤0.01%	831

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

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

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

MMH

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

SVB Wealth's XLB Position: Q2 2025 in Review

SVB Wealth sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2025, closing a stake of 2,990 shares — an estimated $129K sold.

SVB Wealth first reported a position in XLB in Q4 2020 and held it in 6 quarters. The position peaked at $250K in Q4 2022. 771 funds tracked by Wall St. Rank hold XLB as of Q2 2025.

SVB Wealth reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 2,990 State Street Materials Select Sector SPDR ETF shares in Q2 2025, an estimated $129K.
SVB Wealth first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and held it in 6 quarters.
SVB Wealth's State Street Materials Select Sector SPDR ETF position peaked at $250K in Q4 2022.
771 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.