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

BKM 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	$203K	Hold	4,000	–	–	0.07%	145
2026 Q1	$200K	Buy	+4,000	New	+$201K	0.07%	144
2025 Q3	–	Sell	-4,550	Closed	-$200K	–	167
2025 Q2	$200K	Sell	4,550 -10	-0.2%	-$424	0.08%	154
2025 Q1	$196K	Buy	+4,560	New	+$199K	0.08%	156
2024 Q4	–	Sell	-4,560	Closed	-$220K	–	168
2024 Q3	$220K	Buy	+4,560	New	+$208K	0.09%	157
2024 Q1	–	Sell	-9,034	Closed	-$386K	–	571
2023 Q4	$386K	Buy	+9,034	New	+$361K	0.16%	109

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

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

BKM Wealth Management held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 4,000 shares worth $203K. The position accounts for 0.07% of the portfolio, ranked #145.

BKM Wealth Management first reported a position in XLB in Q4 2023 and has held it in 6 quarters since. The position peaked at $386K in Q4 2023. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

BKM Wealth Management held 4,000 shares of State Street Materials Select Sector SPDR ETF worth $203K as of Q2 2026.
BKM Wealth Management left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.07% of BKM Wealth Management's portfolio in Q2 2026, its #145 holding.
BKM Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2023 and has held it in 6 quarters since.
BKM Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $386K in Q4 2023.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.