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

CMH 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	$6.09M	Buy	119,756 +4,267	+4%	+$219K	0.93%	38
2026 Q1	$5.77M	Sell	115,489 -6,317	-5%	-$317K	0.99%	37
2025 Q4	$5.52M	Buy	121,806 +1,388	+1%	+$61.3K	1.18%	35
2025 Q3	$5.4M	Sell	120,418 -1,558	-1%	-$70.4K	1.15%	38
2025 Q2	$5.36M	Sell	121,976 -1,122	-0.9%	-$47.6K	1.25%	40
2025 Q1	$5.29M	Buy	123,098 +1,020	+0.8%	+$44.6K	1.33%	35
2024 Q4	$5.14M	Buy	122,078 +2,890	+2%	+$134K	1.18%	37
2024 Q3	$5.74M	Sell	119,188 -166	-0.1%	-$7.57K	1.35%	36
2024 Q2	$5.27M	Sell	119,354 -1,596	-1%	-$72.1K	1.3%	37
2024 Q1	$5.62M	Sell	120,950 -4,568	-4%	-$196K	1.43%	35
2023 Q4	$5.37M	Sell	125,518 -558	-0.4%	-$22.3K	1.3%	35
2023 Q3	$4.95M	Buy	126,076 +2,922	+2%	+$120K	1.38%	33
2023 Q2	$5.1M	Buy	123,154 +4,262	+4%	+$169K	1.37%	33
2023 Q1	$4.79M	Buy	118,892 +4,410	+4%	+$179K	1.38%	32
2022 Q4	$4.45M	Buy	114,482 +154	+0.1%	+$5.91K	1.43%	32
2022 Q3	$3.89M	Buy	114,328 +5,680	+5%	+$214K	1.43%	28
2022 Q2	$4M	Buy	108,648 +4,544	+4%	+$190K	1.45%	26
2022 Q1	$4.59M	Buy	104,104 +7,940	+8%	+$339K	1.41%	29
2021 Q4	$4.36M	Buy	96,164 +2,668	+3%	+$115K	1.31%	30
2021 Q3	$3.7M	Buy	93,496 +6,446	+7%	+$268K	1.21%	32
2021 Q2	$3.58M	Sell	87,050 -1,770	-2%	-$74.6K	1.2%	33
2021 Q1	$3.5M	Sell	88,820 -6,932	-7%	-$262K	1.32%	31
2020 Q4	$3.47M	Sell	95,752 -5,000	-5%	-$171K	1.27%	30
2020 Q3	$3.21M	Sell	100,752 -4,880	-5%	-$152K	1.37%	29
2020 Q2	$2.98M	Sell	105,632 -8,510	-7%	-$224K	1.42%	25
2020 Q1	$2.57M	Buy	114,142 +6,450	+6%	+$177K	1.5%	28
2019 Q4	$3.31M	Sell	107,692 -230	-0.2%	-$6.79K	1.7%	21
2019 Q3	$3.14M	Buy	107,922 +2,380	+2%	+$68.6K	1.78%	20
2019 Q2	$3.09M	Sell	105,542 -5,780	-5%	-$163K	1.81%	21
2019 Q1	$3.09M	Buy	111,322 +26,616	+31%	+$718K	1.87%	19
2018 Q4	$2.14M	Buy	+84,706	New	+$2.26M	1.29%	32
2018 Q3	–	Sell	-103,726	Closed	-$3M	–	64
2018 Q2	$3M	Buy	103,726 +14,970	+17%	+$439K	1.71%	16
2018 Q1	$2.47M	Buy	88,756 +5,390	+6%	+$163K	1.67%	15
2017 Q4	$2.56M	Sell	83,366 -720	-0.9%	-$21.2K	1.69%	13
2017 Q3	$2.41M	Buy	84,086 +4,140	+5%	+$114K	1.79%	15
2017 Q2	$2.16M	Sell	79,946 -160	-0.2%	-$4.25K	1.72%	20
2017 Q1	$2.08M	Sell	80,106 -1,380	-2%	-$35.8K	1.63%	23
2016 Q4	$2.07M	Buy	+81,486	New	+$1.98M	1.81%	20

Other funds holding XLB

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

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

CMH Wealth Management increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 3.7% in Q2 2026, buying an estimated $219K and bringing the position to 119,756 shares worth $6.09M. The position accounts for 0.93% of the portfolio, ranked #38.

CMH Wealth Management first reported a position in XLB in Q4 2016 and has held it in 38 quarters since. 133 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

CMH Wealth Management held 119,756 shares of State Street Materials Select Sector SPDR ETF worth $6.09M as of Q2 2026.
CMH Wealth Management bought 4,267 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $219K.
State Street Materials Select Sector SPDR ETF made up 0.93% of CMH Wealth Management's portfolio in Q2 2026, its #38 holding.
CMH Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2016 and has held it in 38 quarters since.
133 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.