Beaton Management Company’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Beaton Management Company’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	$471K	Hold	9,260	–	–	0.19%	102
2026 Q1	$463K	Hold	9,260	–	–	0.21%	98
2025 Q4	$420K	Buy	+9,260	New	+$409K	0.19%	101

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

Beaton Management Company's XLB Position: Q2 2026 in Review

Beaton Management Company held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 9,260 shares worth $471K. The position accounts for 0.19% of the portfolio, ranked #102.

Beaton Management Company first reported a position in XLB in Q4 2025 and has held it in 3 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Beaton Management Company held 9,260 shares of State Street Materials Select Sector SPDR ETF worth $471K as of Q2 2026.
Beaton Management Company left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.19% of Beaton Management Company's portfolio in Q2 2026, its #102 holding.
Beaton Management Company first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Beaton Management Company's 13F filing for Q2 2026, filed 7 Aug 2026.