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

Circle 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	–	Sell	-5,535	Closed	-$277K	–	284
2026 Q1	$277K	Buy	+5,535	New	+$278K	﹤0.01%	240
2020 Q2	–	Sell	-23,788	Closed	-$536K	–	233
2020 Q1	$536K	Buy	+23,788	New	+$653K	0.1%	104

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

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

Circle Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026, closing a stake of 5,535 shares — an estimated $277K sold.

Circle Wealth Management first reported a position in XLB in Q1 2020 and held it in 2 quarters. The position peaked at $536K in Q1 2020. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Circle Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Circle Wealth Management sold 5,535 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $277K.
Circle Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2020 and held it in 2 quarters.
Circle Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $536K in Q1 2020.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.