Appleton Partners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Appleton Partners’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 Q2	$275K	Buy	5,411 +587	+12%	+$30.1K	0.02%	248
2026 Q1	$241K	Buy	4,824 +393	+9%	+$19.7K	0.02%	247
2025 Q4	$201K	Buy	+4,431	New	+$196K	0.01%	262
2025 Q3	–	Sell	-4,754	Closed	-$209K	–	262
2025 Q2	$209K	Buy	4,754 +76	+2%	+$3.22K	0.01%	243
2025 Q1	$201K	Sell	4,678 -332	-7%	-$14.5K	0.02%	241
2024 Q4	$211K	Buy	5,010 +286	+6%	+$13.2K	0.02%	246
2024 Q3	$228K	Sell	4,724 -1,026	-18%	-$46.8K	0.02%	247
2024 Q2	$254K	Buy	5,750 +462	+9%	+$20.9K	0.02%	234
2024 Q1	$246K	Sell	5,288 -3,030	-36%	-$130K	0.02%	250
2023 Q4	$356K	Sell	8,318 -1,290	-13%	-$51.6K	0.03%	221
2023 Q3	$377K	Sell	9,608 -1,000	-9%	-$41.1K	0.03%	217
2023 Q2	$440K	Sell	10,608 -12,066	-53%	-$480K	0.04%	210
2023 Q1	$914K	Buy	22,674 +15,890	+234%	+$643K	0.08%	159
2022 Q4	$264K	Sell	6,784 -120	-2%	-$4.61K	0.03%	267
2022 Q3	$235K	Sell	6,904 -30	-0.4%	-$1.13K	0.02%	267
2022 Q2	$255K	Buy	+6,934	New	+$290K	0.02%	263

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMH

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

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

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

Appleton Partners's XLB Position: Q2 2026 in Review

Appleton Partners increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 12% in Q2 2026, buying an estimated $30.1K and bringing the position to 5,411 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #248.

Appleton Partners first reported a position in XLB in Q2 2022 and has held it in 16 quarters since. The position peaked at $914K in Q1 2023. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Appleton Partners held 5,411 shares of State Street Materials Select Sector SPDR ETF worth $275K as of Q2 2026.
Appleton Partners bought 587 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $30.1K.
State Street Materials Select Sector SPDR ETF made up 0.02% of Appleton Partners's portfolio in Q2 2026, its #248 holding.
Appleton Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2022 and has held it in 16 quarters since.
Appleton Partners's State Street Materials Select Sector SPDR ETF position peaked at $914K in Q1 2023.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.