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

Copia 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	$6.25K	Hold	123	–	–	﹤0.01%	381
2026 Q1	$6.15K	Buy	123 +85	+224%	+$4.26K	﹤0.01%	362
2025 Q4	$1.72K	Hold	38	–	–	﹤0.01%	445
2025 Q3	$1.7K	Hold	38	–	–	﹤0.01%	416
2025 Q2	$1.67K	Buy	+38	New	+$1.61K	﹤0.01%	402

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

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

Copia Wealth Management held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 123 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Copia Wealth Management first reported a position in XLB in Q2 2025 and has held it in 5 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Copia Wealth Management held 123 shares of State Street Materials Select Sector SPDR ETF worth $6.25K as of Q2 2026.
Copia Wealth Management left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #381 holding.
Copia Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.