AAFMAA Wealth Management & Trust’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

AAFMAA Wealth Management & Trust’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	-13,568	Closed	-$615K	–	103
2025 Q4	$615K	Buy	13,568 +3,846	+40%	+$170K	0.24%	73
2025 Q3	$436K	Buy	9,722 +120	+1%	+$5.43K	0.17%	79
2025 Q2	$422K	Sell	9,602 -11,462	-54%	-$486K	0.17%	79
2025 Q1	$906K	Buy	+21,064	New	+$920K	0.41%	71

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAFMAA Wealth Management & Trust's XLB Position: Q1 2026 in Review

AAFMAA Wealth Management & Trust sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2026, closing a stake of 13,568 shares — an estimated $615K sold.

AAFMAA Wealth Management & Trust first reported a position in XLB in Q1 2025 and held it in 4 quarters. The position peaked at $906K in Q1 2025. 902 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

AAFMAA Wealth Management & Trust reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
AAFMAA Wealth Management & Trust sold 13,568 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $615K.
AAFMAA Wealth Management & Trust first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2025 and held it in 4 quarters.
AAFMAA Wealth Management & Trust's State Street Materials Select Sector SPDR ETF position peaked at $906K in Q1 2025.
902 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q1 2026, filed 8 Apr 2026.