Wade Financial Advisory’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Wade Financial Advisory’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 Q1	$205K	Hold	4,774	–	–	0.07%	75
2024 Q4	$201K	Hold	4,774	–	–	0.07%	80
2024 Q3	$230K	Hold	4,774	–	–	0.08%	76
2024 Q2	$211K	Hold	4,774	–	–	0.08%	81
2024 Q1	$222K	Buy	+4,774	New	+$205K	0.08%	76

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wade Financial Advisory's XLB Position: Q1 2025 in Review

Wade Financial Advisory held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q1 2025 at 4,774 shares worth $205K. The position accounts for 0.07% of the portfolio, ranked #75.

Wade Financial Advisory first reported a position in XLB in Q1 2024 and has held it in 5 quarters since. The position peaked at $230K in Q3 2024. 782 funds tracked by Wall St. Rank hold XLB as of Q1 2025.

Wade Financial Advisory held 4,774 shares of State Street Materials Select Sector SPDR ETF worth $205K as of Q1 2025.
Wade Financial Advisory left its State Street Materials Select Sector SPDR ETF share count unchanged in Q1 2025.
State Street Materials Select Sector SPDR ETF made up 0.07% of Wade Financial Advisory's portfolio in Q1 2025, its #75 holding.
Wade Financial Advisory first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2024 and has held it in 5 quarters since.
Wade Financial Advisory's State Street Materials Select Sector SPDR ETF position peaked at $230K in Q3 2024.
782 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.