Brandywine Oak Private Wealth’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Brandywine Oak Private Wealth’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	$567K	Sell	11,152 -40	-0.4%	-$2.05K	0.04%	153
2026 Q1	$559K	Sell	11,192 -127	-1%	-$6.37K	0.05%	144
2025 Q4	$513K	Sell	11,319 -1	-0%	-$44	0.04%	147
2025 Q3	$507K	Sell	11,320 -26	-0.2%	-$1.18K	0.04%	149
2025 Q2	$498K	Sell	11,346 -26	-0.2%	-$1.1K	0.05%	149
2025 Q1	$489K	Sell	11,372 -214	-2%	-$9.35K	0.05%	149
2024 Q4	$487K	Sell	11,586 -76	-0.7%	-$3.52K	0.05%	149
2024 Q3	$562K	Sell	11,662 -122	-1%	-$5.56K	0.05%	140
2024 Q2	$520K	Sell	11,784 -118	-1%	-$5.33K	0.05%	144
2024 Q1	$553K	Sell	11,902 -758	-6%	-$32.6K	0.06%	145
2023 Q4	$541K	Sell	12,660 -1,184	-9%	-$47.3K	0.06%	141
2023 Q3	$544K	Sell	13,844 -1,016	-7%	-$41.7K	0.06%	139
2023 Q2	$616K	Sell	14,860 -2,678	-15%	-$106K	0.07%	136
2023 Q1	$707K	Sell	17,538 -352	-2%	-$14.3K	0.08%	125
2022 Q4	$695K	Sell	17,890 -3,312	-16%	-$127K	0.09%	129
2022 Q3	$721K	Sell	21,202 -3,642	-15%	-$137K	0.1%	124
2022 Q2	$914K	Sell	24,844 -3,460	-12%	-$145K	0.12%	113
2022 Q1	$1.25M	Buy	28,304 +4,712	+20%	+$201K	0.14%	105
2021 Q4	$1.07M	Buy	23,592 +1,564	+7%	+$67.5K	0.12%	128
2021 Q3	$871K	Buy	22,028 +824	+4%	+$34.3K	0.1%	142
2021 Q2	$872K	Buy	21,204 +976	+5%	+$41.1K	0.1%	136
2021 Q1	$797K	Buy	20,228 +2,630	+15%	+$99.2K	0.12%	111
2020 Q4	$636K	Sell	17,598 -152	-0.9%	-$5.2K	0.1%	125
2020 Q3	$564K	Sell	17,750 -1,564	-8%	-$48.6K	0.09%	130
2020 Q2	$548K	Buy	19,314 +250	+1%	+$6.58K	0.1%	125
2020 Q1	$429K	Buy	19,064 +11,456	+151%	+$314K	0.09%	127
2019 Q4	$233K	Hold	7,608	–	–	0.04%	222
2019 Q3	$221K	Buy	7,608 +62	+0.8%	+$1.79K	0.04%	215
2019 Q2	$220K	Hold	7,546	–	–	0.04%	205
2019 Q1	$209K	Sell	7,546 -22	-0.3%	-$593	0.04%	205
2018 Q4	$191K	Buy	+7,568	New	+$202K	0.04%	201

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

Brandywine Oak Private Wealth's XLB Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.36% in Q2 2026, selling an estimated $2.05K and leaving 11,152 shares worth $567K. The position accounts for 0.04% of the portfolio, ranked #153.

Brandywine Oak Private Wealth first reported a position in XLB in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.25M in Q1 2022. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Brandywine Oak Private Wealth held 11,152 shares of State Street Materials Select Sector SPDR ETF worth $567K as of Q2 2026.
Brandywine Oak Private Wealth sold 40 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $2.05K.
State Street Materials Select Sector SPDR ETF made up 0.04% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #153 holding.
Brandywine Oak Private Wealth first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's State Street Materials Select Sector SPDR ETF position peaked at $1.25M in Q1 2022.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.