Bogart Wealth LLC’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bogart Wealth LLC’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	$2.57K	Buy	51 +23	+82%	+$1.18K	﹤0.01%	1387
2026 Q1	$1.42K	Hold	28	–	–	﹤0.01%	1357
2025 Q4	$1.28K	Hold	28	–	–	﹤0.01%	1264
2025 Q3	$1.26K	Buy	+28	New	+$1.27K	﹤0.01%	1241
2025 Q1	–	Sell	-2,000	Closed	-$84.1K	–	1521
2024 Q4	$84.1K	Hold	2,000	–	–	﹤0.01%	332
2024 Q3	$96.4K	Hold	2,000	–	–	﹤0.01%	314
2024 Q2	$88.3K	Hold	2,000	–	–	﹤0.01%	313
2024 Q1	$92.9K	Hold	2,000	–	–	﹤0.01%	292
2023 Q4	$85.5K	Hold	2,000	–	–	﹤0.01%	290
2023 Q3	$78.5K	Hold	2,000	–	–	﹤0.01%	275
2023 Q2	$82.9K	Sell	2,000 -68	-3%	-$2.7K	0.01%	260
2023 Q1	$83.4K	Sell	2,068 -152	-7%	-$6.15K	0.01%	248
2022 Q4	$86.2K	Buy	2,220 +152	+7%	+$5.84K	0.01%	244
2022 Q3	$70K	Buy	2,068 +2,000	+2,941%	+$75.2K	0.01%	259
2022 Q2	$3K	Hold	68	–	–	﹤0.01%	747
2022 Q1	$3K	Hold	68	–	–	﹤0.01%	649
2021 Q4	$3K	Hold	68	–	–	﹤0.01%	632
2021 Q3	$3K	Buy	+68	New	+$2.83K	﹤0.01%	614

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

Bogart Wealth LLC's XLB Position: Q2 2026 in Review

Bogart Wealth LLC increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 82% in Q2 2026, buying an estimated $1.18K and bringing the position to 51 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Bogart Wealth LLC first reported a position in XLB in Q3 2021 and has held it in 18 quarters since. The position peaked at $96.4K in Q3 2024. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Bogart Wealth LLC held 51 shares of State Street Materials Select Sector SPDR ETF worth $2.57K as of Q2 2026.
Bogart Wealth LLC bought 23 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $1.18K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1387 holding.
Bogart Wealth LLC first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2021 and has held it in 18 quarters since.
Bogart Wealth LLC's State Street Materials Select Sector SPDR ETF position peaked at $96.4K in Q3 2024.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.