Bank Julius Baer & Co’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bank Julius Baer & Co’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	$447K	Hold	8,800	–	–	﹤0.01%	458
2026 Q1	$440K	Hold	8,800	–	–	﹤0.01%	445
2025 Q4	$399K	Buy	+8,800	New	+$389K	﹤0.01%	441
2023 Q2	–	Sell	-1,200	Closed	-$48K	–	611
2023 Q1	$48K	Sell	1,200 -1,258	-51%	-$50.9K	﹤0.01%	515
2022 Q4	$95K	Buy	+2,458	New	+$94.4K	﹤0.01%	478
2021 Q3	–	Sell	-10,594	Closed	-$436K	–	870
2021 Q2	$436K	Buy	10,594 +6,794	+179%	+$286K	﹤0.01%	471
2021 Q1	$150K	Buy	+3,800	New	+$143K	﹤0.01%	581

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

Bank Julius Baer & Co's XLB Position: Q2 2026 in Review

Bank Julius Baer & Co held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 8,800 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Bank Julius Baer & Co first reported a position in XLB in Q1 2021 and has held it in 7 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Bank Julius Baer & Co held 8,800 shares of State Street Materials Select Sector SPDR ETF worth $447K as of Q2 2026.
Bank Julius Baer & Co left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #458 holding.
Bank Julius Baer & Co first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2021 and has held it in 7 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.