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

Bernard 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	–	Sell	-2	Closed	-$91	–	376
2025 Q4	$91	Hold	2	–	–	﹤0.01%	342
2025 Q3	$90	Buy	+2	New	+$90	﹤0.01%	328

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bernard Wealth Management's XLB Position: Q1 2026 in Review

Bernard Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2026, closing a stake of 2 shares — an estimated $91 sold.

Bernard Wealth Management first reported a position in XLB in Q3 2025 and held it in 2 quarters. The position peaked at $91 in Q4 2025. 902 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Bernard Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Bernard Wealth Management sold 2 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $91.
Bernard Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2025 and held it in 2 quarters.
Bernard Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $91 in Q4 2025.
902 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.