Conscious Wealth Investments’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Conscious Wealth Investments’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	$2.08M	Sell	41,485 -1,619	-4%	-$83K	1.07%	34
2026 Q1	$2.21M	Buy	43,104 +970	+2%	+$48.7K	1.23%	35
2025 Q4	$2.13M	Buy	42,134 +598	+1%	+$26.4K	1.28%	32
2025 Q3	$1.78M	Buy	+41,536	New	+$1.88M	1.06%	35

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

Conscious Wealth Investments's XLB Position: Q2 2026 in Review

Conscious Wealth Investments reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 3.8% in Q2 2026, selling an estimated $83K and leaving 41,485 shares worth $2.08M. The position accounts for 1.07% of the portfolio, ranked #34.

Conscious Wealth Investments first reported a position in XLB in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.21M in Q1 2026. 930 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Conscious Wealth Investments held 41,485 shares of State Street Materials Select Sector SPDR ETF worth $2.08M as of Q2 2026.
Conscious Wealth Investments sold 1,619 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $83K.
State Street Materials Select Sector SPDR ETF made up 1.07% of Conscious Wealth Investments's portfolio in Q2 2026, its #34 holding.
Conscious Wealth Investments first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
Conscious Wealth Investments's State Street Materials Select Sector SPDR ETF position peaked at $2.21M in Q1 2026.
930 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Conscious Wealth Investments's 13F filing for Q2 2026, filed 11 Aug 2026.