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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return