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

EPG 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	$110K	Sell	2,155 -186	-8%	-$9.54K	0.03%	203
2026 Q1	$117K	Buy	2,341 +5	+0.2%	+$251	0.03%	199
2025 Q4	$106K	Sell	2,336 -452	-16%	-$20K	0.03%	205
2025 Q3	$125K	Sell	2,788 -50	-2%	-$2.26K	0.03%	193
2025 Q2	$125K	Sell	2,838 -1,884	-40%	-$79.9K	0.04%	194
2025 Q1	$203K	Sell	4,722 -62	-1%	-$2.71K	0.06%	227
2024 Q4	$201K	Buy	4,784 +14	+0.3%	+$648	0.05%	228
2024 Q3	$230K	Buy	+4,770	New	+$218K	0.06%	225
2024 Q2	–	Sell	-6,824	Closed	-$308K	–	216
2024 Q1	$317K	Sell	6,824 -86	-1%	-$3.7K	0.08%	209
2023 Q4	$285K	Buy	6,910 +6	+0.1%	+$240	0.08%	209
2023 Q3	$271K	Sell	6,904 -174	-2%	-$7.15K	0.08%	200
2023 Q2	$293K	Sell	7,078 -372	-5%	-$14.8K	0.09%	192
2023 Q1	$300K	Sell	7,450 -674	-8%	-$27.3K	0.09%	184
2022 Q4	$316K	Sell	8,124 -986	-11%	-$37.9K	0.12%	157
2022 Q3	$310K	Sell	9,110 -950	-9%	-$35.7K	0.13%	151
2022 Q2	$370K	Sell	10,060 -70,826	-88%	-$2.96M	0.16%	137
2022 Q1	$3.56M	Buy	80,886 +3,552	+5%	+$151K	1.23%	12
2021 Q4	$3.5M	Buy	77,334 +2,418	+3%	+$104K	1.23%	14
2021 Q3	$2.96M	Buy	74,916 +582	+0.8%	+$24.2K	1.19%	16
2021 Q2	$3.06M	Buy	74,334 +2,414	+3%	+$102K	1.3%	15
2021 Q1	$2.83M	Buy	71,920 +9,716	+16%	+$367K	1.38%	16
2020 Q4	$2.25M	Buy	62,204 +2,522	+4%	+$86.3K	1.35%	17
2020 Q3	$1.9M	Buy	+59,682	New	+$1.85M	1.4%	16
2020 Q2	–	Sell	-9,076	Closed	-$204K	–	791
2020 Q1	$204K	Sell	9,076 -4,388	-33%	-$120K	0.15%	122
2019 Q4	$413K	Buy	+13,464	New	+$398K	0.3%	57

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

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

EPG Wealth Management reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 7.9% in Q2 2026, selling an estimated $9.54K and leaving 2,155 shares worth $110K. The position accounts for 0.03% of the portfolio, ranked #203.

EPG Wealth Management first reported a position in XLB in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.56M in Q1 2022. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

EPG Wealth Management held 2,155 shares of State Street Materials Select Sector SPDR ETF worth $110K as of Q2 2026.
EPG Wealth Management sold 186 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $9.54K.
State Street Materials Select Sector SPDR ETF made up 0.03% of EPG Wealth Management's portfolio in Q2 2026, its #203 holding.
EPG Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2019 and has held it in 25 quarters since.
EPG Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $3.56M in Q1 2022.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.