Bedell Frazier Investment Counselling’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bedell Frazier Investment Counselling’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	$3.24M	Buy	64,831 +24,149	+59%	+$1.21M	0.65%	48
2025 Q4	$1.84M	Sell	40,682 -40	-0.1%	-$1.77K	0.36%	66
2025 Q3	$1.82M	Buy	40,722 +524	+1%	+$23.7K	0.38%	67
2025 Q2	$1.76M	Sell	40,198 -1,262	-3%	-$53.5K	0.44%	52
2025 Q1	$1.78M	Sell	41,460 -784	-2%	-$34.3K	0.45%	49
2024 Q4	$1.78M	Sell	42,244 -90	-0.2%	-$4.17K	0.44%	50
2024 Q3	$2.04M	Sell	42,334 -262	-0.6%	-$11.9K	0.49%	45
2024 Q2	$1.88M	Sell	42,596 -20	-0%	-$904	0.45%	53
2024 Q1	$1.98M	Buy	+42,616	New	+$1.83M	0.49%	50

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bedell Frazier Investment Counselling's XLB Position: Q1 2026 in Review

Bedell Frazier Investment Counselling increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 59% in Q1 2026, buying an estimated $1.21M and bringing the position to 64,831 shares worth $3.24M. The position accounts for 0.65% of the portfolio, ranked #48.

Bedell Frazier Investment Counselling first reported a position in XLB in Q1 2024 and has held it in 9 quarters since. 900 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Bedell Frazier Investment Counselling held 64,831 shares of State Street Materials Select Sector SPDR ETF worth $3.24M as of Q1 2026.
Bedell Frazier Investment Counselling bought 24,149 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $1.21M.
State Street Materials Select Sector SPDR ETF made up 0.65% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #48 holding.
Bedell Frazier Investment Counselling first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
900 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.