Vantage Financial Partners (Wisconsin)’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$1.25M	Buy	27,543 +137	+0.5%	+$6.05K	0.25%	57
2025 Q3	$1.23M	Buy	27,406 +82	+0.3%	+$3.71K	0.26%	57
2025 Q2	$1.2M	Sell	27,324 -46	-0.2%	-$1.95K	0.28%	57
2025 Q1	$1.18M	Buy	+27,370	New	+$1.2M	0.29%	53

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

Vantage Financial Partners (Wisconsin)'s XLB Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.5% in Q4 2025, buying an estimated $6.05K and bringing the position to 27,543 shares worth $1.25M. The position accounts for 0.25% of the portfolio, ranked #57.

Vantage Financial Partners (Wisconsin) first reported a position in XLB in Q1 2025 and has held it in 4 quarters since. 808 funds tracked by Wall St. Rank hold XLB as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 27,543 shares of State Street Materials Select Sector SPDR ETF worth $1.25M as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 137 State Street Materials Select Sector SPDR ETF shares in Q4 2025, an estimated $6.05K.
State Street Materials Select Sector SPDR ETF made up 0.25% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #57 holding.
Vantage Financial Partners (Wisconsin) first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2025 and has held it in 4 quarters since.
808 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.