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Crown Wealth Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Crown Wealth Group’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 		$2.29M Buy
45,067
+4,852
+12% +$249K 0.58% 31
2026
Q1 		$2.01M Buy
+40,215
New +$2.02M 0.59% 31

Other funds holding XLB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Crown Wealth Group's XLB Position: Q2 2026 in Review

Crown Wealth Group increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 12% in Q2 2026, buying an estimated $249K and bringing the position to 45,067 shares worth $2.29M. The position accounts for 0.58% of the portfolio, ranked #31.

Crown Wealth Group first reported a position in XLB in Q1 2026 and has held it in 2 quarters since. 374 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

  • Crown Wealth Group held 45,067 shares of State Street Materials Select Sector SPDR ETF worth $2.29M as of Q2 2026.
  • Crown Wealth Group bought 4,852 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $249K.
  • State Street Materials Select Sector SPDR ETF made up 0.58% of Crown Wealth Group's portfolio in Q2 2026, its #31 holding.
  • Crown Wealth Group first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 374 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.