PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.6K Hold
227
﹤0.01% 432
2026
Q1
$11.4K Hold
227
﹤0.01% 388
2025
Q4
$10.3K Buy
227
+1
+0.4% +$44 ﹤0.01% 412
2025
Q3
$10.2K Hold
226
﹤0.01% 405
2025
Q2
$9.93K Buy
226
+2
+0.9% +$85 ﹤0.01% 364
2025
Q1
$9.68K Buy
+224
New +$9.79K ﹤0.01% 364

Other funds holding XLB

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s XLB Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 227 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in XLB in Q1 2025 and has held it in 6 quarters since. 564 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 227 shares of State Street Materials Select Sector SPDR ETF worth $11.6K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Materials Select Sector SPDR ETF made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #432 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • 564 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.