Atlantic Edge Private Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Atlantic Edge Private Wealth 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 Q2	$203K	Hold	4,000	–	–	0.04%	137
2026 Q1	$200K	Hold	4,000	–	–	0.05%	133
2025 Q4	$181K	Hold	4,000	–	–	0.05%	135
2025 Q3	$179K	Sell	4,000 -50	-1%	-$2.26K	0.05%	137
2025 Q2	$178K	Hold	4,050	–	–	0.05%	136
2025 Q1	$174K	Sell	4,050 -500	-11%	-$21.8K	0.05%	131
2024 Q4	$191K	Hold	4,550	–	–	0.06%	129
2024 Q3	$219K	Hold	4,550	–	–	0.07%	128
2024 Q2	$201K	Hold	4,550	–	–	0.07%	125
2024 Q1	$211K	Sell	4,550 -150	-3%	-$6.45K	0.07%	125
2023 Q4	$201K	Buy	+4,700	New	+$188K	0.08%	122

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

Atlantic Edge Private Wealth Management's XLB Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 4,000 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #137.

Atlantic Edge Private Wealth Management first reported a position in XLB in Q4 2023 and has held it in 11 quarters since. The position peaked at $219K in Q3 2024. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Atlantic Edge Private Wealth Management held 4,000 shares of State Street Materials Select Sector SPDR ETF worth $203K as of Q2 2026.
Atlantic Edge Private Wealth Management left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.04% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #137 holding.
Atlantic Edge Private Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $219K in Q3 2024.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.