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WELLINGTON-ALTUS USA INC.’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		– Sell
-2,501
Closed -$127K – 711
2026
Q1 		$127K Buy
+2,501
New +$125K 0.07% 209

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WELLINGTON-ALTUS USA INC.'s XLB Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026, closing a stake of 2,501 shares — an estimated $127K sold.

WELLINGTON-ALTUS USA INC. first reported a position in XLB in Q1 2026 and held it in 1 quarter. The position peaked at $127K in Q1 2026. 931 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • WELLINGTON-ALTUS USA INC. sold 2,501 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $127K.
  • WELLINGTON-ALTUS USA INC. first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
  • WELLINGTON-ALTUS USA INC.'s State Street Materials Select Sector SPDR ETF position peaked at $127K in Q1 2026.
  • 931 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.