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

CCG 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	$514K	Sell	10,111 -134	-1%	-$6.87K	0.12%	91
2026 Q1	$512K	Buy	+10,245	New	+$514K	0.14%	87

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

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

CCG Wealth Management reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 1.3% in Q2 2026, selling an estimated $6.87K and leaving 10,111 shares worth $514K. The position accounts for 0.12% of the portfolio, ranked #91.

CCG Wealth Management first reported a position in XLB in Q1 2026 and has held it in 2 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

CCG Wealth Management held 10,111 shares of State Street Materials Select Sector SPDR ETF worth $514K as of Q2 2026.
CCG Wealth Management sold 134 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $6.87K.
State Street Materials Select Sector SPDR ETF made up 0.12% of CCG Wealth Management's portfolio in Q2 2026, its #91 holding.
CCG Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.