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Three Bearings Fiduciary Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Three Bearings Fiduciary 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
2026
Q1 		– Sell
-250
Closed -$12.3K – 408
2025
Q4 		$12.3K Buy
+250
New +$11K 0.01% 134

Other funds holding XLB

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Three Bearings Fiduciary Advisors's XLB Position: Q1 2026 in Review

Three Bearings Fiduciary Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2026, closing a stake of 250 shares — an estimated $12.3K sold.

Three Bearings Fiduciary Advisors first reported a position in XLB in Q4 2025 and held it in 1 quarter. The position peaked at $12.3K in Q4 2025. 900 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

  • Three Bearings Fiduciary Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Three Bearings Fiduciary Advisors sold 250 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $12.3K.
  • Three Bearings Fiduciary Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • Three Bearings Fiduciary Advisors's State Street Materials Select Sector SPDR ETF position peaked at $12.3K in Q4 2025.
  • 900 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q1 2026, filed 11 Jun 2026.