Councilmark Asset Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Councilmark Asset 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 Q1	$216K	Buy	+4,330	New	+$217K	0.12%	81
2024 Q4	–	Sell	-4,330	Closed	-$209K	–	83
2024 Q3	$209K	Buy	+4,330	New	+$197K	0.14%	82
2024 Q2	–	Sell	-4,330	Closed	-$201K	–	85
2024 Q1	$201K	Buy	+4,330	New	+$186K	0.14%	85

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Councilmark Asset Management's XLB Position: Q1 2026 in Review

Councilmark Asset Management opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q1 2026: 4,330 shares worth $216K. The stake represents 0.12% of the portfolio and ranks #81 among its holdings. This is a return to the name: Councilmark Asset Management previously reported a position in XLB as recently as Q3 2024.

Councilmark Asset Management first reported a position in XLB in Q1 2024 and has held it in 3 quarters since. 899 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Councilmark Asset Management held 4,330 shares of State Street Materials Select Sector SPDR ETF worth $216K as of Q1 2026.
State Street Materials Select Sector SPDR ETF was a new Councilmark Asset Management position in Q1 2026.
State Street Materials Select Sector SPDR ETF made up 0.12% of Councilmark Asset Management's portfolio in Q1 2026, its #81 holding.
Councilmark Asset Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2024 and has held it in 3 quarters since.
899 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Councilmark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.