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

Anchor 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
2026 Q1	$31.5K	Hold	630	–	–	﹤0.01%	664
2025 Q4	$28.6K	Hold	630	–	–	﹤0.01%	686
2025 Q3	$28.2K	Hold	630	–	–	﹤0.01%	683
2025 Q2	$27.7K	Hold	630	–	–	﹤0.01%	674
2025 Q1	$27.1K	Hold	630	–	–	﹤0.01%	664
2024 Q4	$26.5K	Hold	630	–	–	﹤0.01%	668
2024 Q3	$30.4K	Hold	630	–	–	﹤0.01%	645
2024 Q2	$27.8K	Hold	630	–	–	﹤0.01%	596
2024 Q1	$29.3K	Hold	630	–	–	﹤0.01%	617
2023 Q4	$26.9K	Hold	630	–	–	﹤0.01%	609
2023 Q3	$24.7K	Hold	630	–	–	﹤0.01%	624
2023 Q2	$26.1K	Hold	630	–	–	﹤0.01%	612
2023 Q1	$25.4K	Hold	630	–	–	﹤0.01%	635
2022 Q4	$24.5K	Hold	630	–	–	﹤0.01%	615
2022 Q3	$21.4K	Hold	630	–	–	﹤0.01%	619
2022 Q2	$23.2K	Hold	630	–	–	﹤0.01%	629
2022 Q1	$27.8K	Hold	630	–	–	﹤0.01%	618
2021 Q4	$28.5K	Hold	630	–	–	﹤0.01%	638
2021 Q3	$24.9K	Sell	630 -40	-6%	-$1.66K	﹤0.01%	614
2021 Q2	$27.6K	Buy	670 +40	+6%	+$1.69K	﹤0.01%	612
2021 Q1	$24.8K	Buy	630 +432	+218%	+$16.3K	﹤0.01%	603
2020 Q4	$7.17K	Hold	198	–	–	﹤0.01%	707
2020 Q3	$6.3K	Hold	198	–	–	﹤0.01%	707
2020 Q2	$5.58K	Hold	198	–	–	﹤0.01%	696
2020 Q1	$4.46K	Hold	198	–	–	﹤0.01%	696
2019 Q4	$6.08K	Hold	198	–	–	﹤0.01%	684
2019 Q3	$5.76K	Hold	198	–	–	﹤0.01%	683
2019 Q2	$5.79K	Hold	198	–	–	﹤0.01%	674
2019 Q1	$5.5K	Hold	198	–	–	﹤0.01%	678
2018 Q4	$5K	Sell	198 -178	-47%	-$4.75K	﹤0.01%	696
2018 Q3	$10.9K	Hold	376	–	–	﹤0.01%	636
2018 Q2	$10.9K	Hold	376	–	–	﹤0.01%	645
2018 Q1	$10.7K	Hold	376	–	–	﹤0.01%	629
2017 Q4	$11.4K	Buy	+376	New	+$11.1K	﹤0.01%	623

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

Anchor Investment Management's XLB Position: Q1 2026 in Review

Anchor Investment Management held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q1 2026 at 630 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Anchor Investment Management first reported a position in XLB in Q4 2017 and has held it in 34 quarters since. 902 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Anchor Investment Management held 630 shares of State Street Materials Select Sector SPDR ETF worth $31.5K as of Q1 2026.
Anchor Investment Management left its State Street Materials Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #664 holding.
Anchor Investment Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
902 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.