XLB — SELECT SECTOR SPDR TR

Ownership history in Dynamic Advisor Solutions LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in SELECT SECTOR SPDR TR (XLB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.52% (2014 Q1)
Avg. % of fund
0.09%
First filed
2014 Q1
Last filed
2025 Q3
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,800 +3,120 +116.4% 0.02% $520K $44.58
2025 Q2 REDUCED 2,680 -3,421 -56.1% 0.01% $235K $43.47
2025 Q1 REDUCED 6,101 -10,870 -64.1% 0.02% $525K $42.35
2024 Q3 ADDED 16,971 +8,680 +104.7% 0.05% $1.6M $47.00
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLB price (monthly, adj. close)

Other funds also holding XLB

As of 2025 Q4 — sorted by position size

EHP Funds Inc. 3Y 9.19% Gates Capital Management, Inc. 3Y 7Y 7.64% Algorithmic Investment Models, LLC 3Y 5.98% Quantitative Investment Management, LLC 3Y 7Y 4.97% LifePlan Financial, LLC 4.79% SRB CORP 3Y 7Y 4.31% Biltmore Wealth Management, LLC 3Y 7Y 4.27% Private Wealth Advisors, LLC 3Y 2.99% Risk Paradigm Group, LLC 3Y 7Y 2.71% STAPP WEALTH MANAGEMENT, PLLC 3Y 2.69%
← Back to Dynamic Advisor Solutions LLC Holdings