Fourth Dimension Wealth’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Fourth Dimension Wealth’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	$800K	Buy	15,748 +336	+2%	+$17.2K	0.25%	73
2026 Q1	$770K	Buy	15,412 +616	+4%	+$30.9K	0.29%	61
2025 Q4	$671K	Buy	14,796 +182	+1%	+$8.04K	0.24%	69
2025 Q3	$655K	Buy	14,614 +602	+4%	+$27.2K	0.25%	66
2025 Q2	$615K	Buy	14,012 +916	+7%	+$38.8K	0.26%	62
2025 Q1	$563K	Buy	13,096 +1,426	+12%	+$62.3K	0.27%	65
2024 Q4	$491K	Buy	+11,670	New	+$540K	0.26%	67

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

Fourth Dimension Wealth's XLB Position: Q2 2026 in Review

Fourth Dimension Wealth increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 2.2% in Q2 2026, buying an estimated $17.2K and bringing the position to 15,748 shares worth $800K. The position accounts for 0.25% of the portfolio, ranked #73.

Fourth Dimension Wealth first reported a position in XLB in Q4 2024 and has held it in 7 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Fourth Dimension Wealth held 15,748 shares of State Street Materials Select Sector SPDR ETF worth $800K as of Q2 2026.
Fourth Dimension Wealth bought 336 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $17.2K.
State Street Materials Select Sector SPDR ETF made up 0.25% of Fourth Dimension Wealth's portfolio in Q2 2026, its #73 holding.
Fourth Dimension Wealth first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.