Axxcess Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Axxcess 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	$987K	Buy	+19,411	New	+$996K	0.02%	534
2026 Q1	–	Sell	-20,670	Closed	-$937K	–	1013
2025 Q4	$937K	Buy	20,670 +898	+5%	+$39.7K	0.02%	526
2025 Q3	$886K	Buy	+19,772	New	+$894K	0.02%	476
2024 Q4	–	Sell	-98,420	Closed	-$4.74M	–	944
2024 Q3	$4.74M	Sell	98,420 -1,118	-1%	-$51K	0.12%	145
2024 Q2	$4.4M	Buy	99,538 +27,342	+38%	+$1.24M	0.12%	147
2024 Q1	$3.35M	Buy	72,196 +7,966	+12%	+$343K	0.09%	173
2023 Q4	$2.75M	Buy	64,230 +17,094	+36%	+$683K	0.08%	196
2023 Q3	$1.85M	Sell	47,136 -354	-0.7%	-$14.5K	0.06%	220
2023 Q2	$1.97M	Sell	47,490 -11,658	-20%	-$464K	0.14%	135
2023 Q1	$2.39M	Buy	59,148 +24,900	+73%	+$1.01M	0.18%	119
2022 Q4	$1.33M	Buy	+34,248	New	+$1.32M	0.11%	179
2022 Q3	–	Sell	-7,488	Closed	-$276K	–	620
2022 Q2	$276K	Sell	7,488 -400	-5%	-$16.7K	0.03%	417
2022 Q1	$348K	Sell	7,888 -4,238	-35%	-$181K	0.03%	439
2021 Q4	$549K	Buy	+12,126	New	+$524K	0.04%	336

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

Axxcess Wealth Management's XLB Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 19,411 shares worth $987K. The stake represents 0.02% of the portfolio and ranks #534 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in XLB as recently as Q4 2025.

Axxcess Wealth Management first reported a position in XLB in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.74M in Q3 2024. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Axxcess Wealth Management held 19,411 shares of State Street Materials Select Sector SPDR ETF worth $987K as of Q2 2026.
State Street Materials Select Sector SPDR ETF was a new Axxcess Wealth Management position in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #534 holding.
Axxcess Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
Axxcess Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $4.74M in Q3 2024.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.