Dynamic Wealth Strategies’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Dynamic Wealth Strategies’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	$144K	Buy	2,842 +100	+4%	+$5.13K	0.08%	97
2026 Q1	$137K	Buy	2,742 +1,100	+67%	+$55.2K	0.08%	103
2025 Q4	$74.5K	Buy	1,642 +600	+58%	+$26.5K	0.04%	128
2025 Q3	$46.7K	Hold	1,042	–	–	0.03%	131
2025 Q2	$45.7K	Hold	1,042	–	–	0.03%	126
2025 Q1	$44.8K	Buy	+1,042	New	+$45.5K	0.04%	125
2024 Q4	–	Sell	-1,042	Closed	-$50K	–	226
2024 Q3	$50K	Hold	1,042	–	–	0.04%	127
2024 Q2	$46K	Hold	1,042	–	–	0.04%	128
2024 Q1	$48K	Hold	1,042	–	–	0.04%	129
2023 Q4	$44.6K	Buy	+1,042	New	+$41.7K	0.04%	127

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

Dynamic Wealth Strategies's XLB Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 3.6% in Q2 2026, buying an estimated $5.13K and bringing the position to 2,842 shares worth $144K. The position accounts for 0.08% of the portfolio, ranked #97.

Dynamic Wealth Strategies first reported a position in XLB in Q4 2023 and has held it in 10 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Dynamic Wealth Strategies held 2,842 shares of State Street Materials Select Sector SPDR ETF worth $144K as of Q2 2026.
Dynamic Wealth Strategies bought 100 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $5.13K.
State Street Materials Select Sector SPDR ETF made up 0.08% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #97 holding.
Dynamic Wealth Strategies first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.