SYM Financial Corp’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

SYM Financial Corp’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
2026 Q1	–	Sell	-60	Closed	-$2.72K	–	466
2025 Q4	$2.72K	Sell	60 -208	-78%	-$9.19K	﹤0.01%	409
2025 Q3	$12K	Hold	268	–	–	﹤0.01%	394
2025 Q2	$11.8K	Hold	268	–	–	﹤0.01%	398
2025 Q1	$11.5K	Sell	268 -148	-36%	-$6.47K	﹤0.01%	336
2024 Q4	$17.5K	Buy	416 +194	+87%	+$8.98K	﹤0.01%	306
2024 Q3	$10.7K	Hold	222	–	–	﹤0.01%	252
2024 Q2	$9.8K	Hold	222	–	–	﹤0.01%	241
2024 Q1	$10.3K	Hold	222	–	–	﹤0.01%	153
2023 Q4	$9.49K	Hold	222	–	–	﹤0.01%	167
2023 Q3	$8.72K	Hold	222	–	–	﹤0.01%	161
2023 Q2	$9.2K	Hold	222	–	–	﹤0.01%	101
2023 Q1	$8.95K	Hold	222	–	–	﹤0.01%	93
2022 Q4	$8.62K	Hold	222	–	–	﹤0.01%	107
2022 Q3	$8K	Hold	222	–	–	﹤0.01%	91
2022 Q2	$8K	Hold	222	–	–	﹤0.01%	100
2022 Q1	$10K	Sell	222 -692	-76%	-$29.5K	﹤0.01%	101
2021 Q4	$41K	Hold	914	–	–	0.02%	83
2021 Q3	$36K	Hold	914	–	–	0.02%	88
2021 Q2	$38K	Buy	914 +692	+312%	+$29.2K	0.02%	74
2021 Q1	$9K	Buy	+222	New	+$8.38K	0.01%	74

Other funds holding XLB

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

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

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

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

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

MMH

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SYM Financial Corp's XLB Position: Q1 2026 in Review

SYM Financial Corp sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2026, closing a stake of 60 shares — an estimated $2.72K sold.

SYM Financial Corp first reported a position in XLB in Q1 2021 and held it in 20 quarters. The position peaked at $41K in Q4 2021. 902 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

SYM Financial Corp reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
SYM Financial Corp sold 60 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $2.72K.
SYM Financial Corp first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2021 and held it in 20 quarters.
SYM Financial Corp's State Street Materials Select Sector SPDR ETF position peaked at $41K in Q4 2021.
902 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.