Tortoise Investment Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Tortoise Investment Management’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	-32	Closed	-$1.43K	–	1485
2025 Q3	$1.43K	Buy	+32	New	+$1.45K	﹤0.01%	962
2025 Q2	–	Sell	-880	Closed	-$37.8K	–	1323
2025 Q1	$37.8K	Hold	880	–	–	﹤0.01%	408
2024 Q4	$37K	Buy	+880	New	+$40.7K	﹤0.01%	470
2024 Q3	–	Sell	-270	Closed	-$11.9K	–	926
2024 Q2	$11.9K	Buy	+270	New	+$12.2K	﹤0.01%	611
2018 Q4	–	Sell	-50	Closed	-$1K	–	569
2018 Q3	$1K	Hold	50	–	–	﹤0.01%	538
2018 Q2	$1K	Hold	50	–	–	﹤0.01%	553
2018 Q1	$1K	Hold	50	–	–	﹤0.01%	531
2017 Q4	$2K	Hold	50	–	–	﹤0.01%	527
2017 Q3	$1K	Hold	50	–	–	﹤0.01%	482
2017 Q2	$1K	Hold	50	–	–	﹤0.01%	481
2017 Q1	$1K	Hold	50	–	–	﹤0.01%	464
2016 Q4	$1K	Hold	50	–	–	﹤0.01%	477
2016 Q3	$1K	Hold	50	–	–	﹤0.01%	429
2016 Q2	$1K	Hold	50	–	–	﹤0.01%	484
2016 Q1	$1K	Hold	50	–	–	﹤0.01%	384
2015 Q4	$1K	Hold	50	–	–	﹤0.01%	404
2015 Q3	$1K	Hold	50	–	–	﹤0.01%	396
2015 Q2	$1K	Hold	50	–	–	﹤0.01%	421
2015 Q1	$1K	Hold	50	–	–	﹤0.01%	407
2014 Q4	$1K	Buy	+50	New	+$1.21K	﹤0.01%	455

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

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

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

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

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

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

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

Tortoise Investment Management's XLB Position: Q4 2025 in Review

Tortoise Investment Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2025, closing a stake of 32 shares — an estimated $1.43K sold.

Tortoise Investment Management first reported a position in XLB in Q4 2014 and held it in 20 quarters. The position peaked at $37.8K in Q1 2025. 808 funds tracked by Wall St. Rank hold XLB as of Q4 2025.

Tortoise Investment Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 32 State Street Materials Select Sector SPDR ETF shares in Q4 2025, an estimated $1.43K.
Tortoise Investment Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2014 and held it in 20 quarters.
Tortoise Investment Management's State Street Materials Select Sector SPDR ETF position peaked at $37.8K in Q1 2025.
808 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.