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

Chesapeake 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	$964K	Sell	18,962 -276	-1%	-$14.2K	0.27%	80
2026 Q1	$961K	Sell	19,238 -1,101	-5%	-$55.2K	0.3%	78
2025 Q4	$922K	Buy	20,339 +241	+1%	+$10.7K	0.27%	82
2025 Q3	$901K	Buy	20,098 +196	+1%	+$8.86K	0.27%	81
2025 Q2	$874K	Sell	19,902 -1,074	-5%	-$45.5K	0.29%	81
2025 Q1	$902K	Sell	20,976 -1,886	-8%	-$82.4K	0.32%	75
2024 Q4	$962K	Sell	22,862 -1,076	-4%	-$49.8K	0.33%	76
2024 Q3	$1.15M	Sell	23,938 -1,138	-5%	-$51.9K	0.39%	66
2024 Q2	$1.11M	Buy	25,076 +186	+0.7%	+$8.41K	0.4%	68
2024 Q1	$1.16M	Sell	24,890 -252	-1%	-$10.8K	0.42%	63
2023 Q4	$1.08M	Sell	25,142 -1,214	-5%	-$48.5K	0.42%	69
2023 Q3	$1.04M	Buy	26,356 +102	+0.4%	+$4.19K	0.43%	67
2023 Q2	$1.09M	Buy	26,254 +688	+3%	+$27.4K	0.43%	69
2023 Q1	$1.03M	Buy	25,566 +626	+3%	+$25.3K	0.43%	70
2022 Q4	$969K	Buy	24,940 +1,390	+6%	+$53.4K	0.42%	72
2022 Q3	$801K	Buy	23,550 +2,136	+10%	+$80.3K	0.37%	73
2022 Q2	$789K	Buy	21,414 +2,074	+11%	+$86.8K	0.34%	79
2022 Q1	$852K	Buy	19,340 +356	+2%	+$15.2K	0.31%	83
2021 Q4	$860K	Buy	18,984 +736	+4%	+$31.8K	0.29%	86
2021 Q3	$721K	Sell	18,248 -1,384	-7%	-$57.5K	0.26%	96
2021 Q2	$808K	Sell	19,632 -672	-3%	-$28.3K	0.26%	92
2021 Q1	$800K	Buy	20,304 +2,212	+12%	+$83.5K	0.27%	93
2020 Q4	$655K	Sell	18,092 -820	-4%	-$28.1K	0.22%	106
2020 Q3	$602K	Buy	18,912 +2,314	+14%	+$71.9K	0.22%	103
2020 Q2	$467K	Sell	16,598 -1,022	-6%	-$26.9K	0.19%	121
2020 Q1	$397K	Sell	17,620 -12	-0.1%	-$329	0.18%	114
2019 Q4	$541K	Buy	17,632 +466	+3%	+$13.8K	0.21%	111
2019 Q3	$499K	Buy	17,166 +594	+4%	+$17.1K	0.2%	117
2019 Q2	$485K	Sell	16,572 -3,796	-19%	-$107K	0.2%	117
2019 Q1	$565K	Sell	20,368 -258	-1%	-$6.96K	0.25%	110
2018 Q4	$521K	Buy	20,626 +4,814	+30%	+$128K	0.26%	99
2018 Q3	$458K	Sell	15,812 -1,152	-7%	-$34K	0.2%	117
2018 Q2	$493K	Buy	16,964 +3,010	+22%	+$88.2K	0.23%	105
2018 Q1	$397K	Buy	+13,954	New	+$423K	0.18%	119

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

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

Chesapeake Wealth Management reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 1.4% in Q2 2026, selling an estimated $14.2K and leaving 18,962 shares worth $964K. The position accounts for 0.27% of the portfolio, ranked #80.

Chesapeake Wealth Management first reported a position in XLB in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.16M in Q1 2024. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Chesapeake Wealth Management held 18,962 shares of State Street Materials Select Sector SPDR ETF worth $964K as of Q2 2026.
Chesapeake Wealth Management sold 276 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $14.2K.
State Street Materials Select Sector SPDR ETF made up 0.27% of Chesapeake Wealth Management's portfolio in Q2 2026, its #80 holding.
Chesapeake Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2018 and has held it in 34 quarters since.
Chesapeake Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $1.16M in Q1 2024.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

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