Fulcrum Equity Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Fulcrum Equity 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	$330K	Sell	6,493 -4,635	-42%	-$238K	0.24%	95
2026 Q1	$556K	Buy	+11,128	New	+$558K	0.54%	50
2024 Q4	–	Sell	-5,462	Closed	-$263K	–	159
2024 Q3	$263K	Buy	+5,462	New	+$249K	0.22%	117
2023 Q4	–	Sell	-10,298	Closed	-$404K	–	118
2023 Q3	$404K	Buy	+10,298	New	+$423K	0.47%	56
2023 Q2	–	Sell	-6,664	Closed	-$269K	–	119
2023 Q1	$269K	Buy	+6,664	New	+$270K	0.25%	76
2022 Q1	–	Sell	-20,258	Closed	-$918K	–	197
2021 Q4	$918K	Sell	20,258 -922	-4%	-$39.8K	0.34%	66
2021 Q3	$838K	Sell	21,180 -760	-3%	-$31.6K	0.33%	71
2021 Q2	$903K	Sell	21,940 -384	-2%	-$16.2K	0.34%	81
2021 Q1	$880K	Buy	22,324 +9,396	+73%	+$355K	0.35%	78
2020 Q4	$468K	Sell	12,928 -2,268	-15%	-$77.7K	0.19%	89
2020 Q3	$484K	Buy	15,196 +636	+4%	+$19.8K	0.22%	70
2020 Q2	$410K	Buy	+14,560	New	+$383K	0.19%	94
2020 Q1	–	Sell	-22,176	Closed	-$681K	–	91
2019 Q4	$681K	Sell	22,176 -970	-4%	-$28.7K	0.36%	40
2019 Q3	$674K	Buy	23,146 +322	+1%	+$9.28K	0.34%	29
2019 Q2	$659K	Buy	+22,824	New	+$644K	0.31%	30

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

Fulcrum Equity Management's XLB Position: Q2 2026 in Review

Fulcrum Equity Management reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 42% in Q2 2026, selling an estimated $238K and leaving 6,493 shares worth $330K. The position accounts for 0.24% of the portfolio, ranked #95.

Fulcrum Equity Management first reported a position in XLB in Q2 2019 and has held it in 15 quarters since. The position peaked at $918K in Q4 2021. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Fulcrum Equity Management held 6,493 shares of State Street Materials Select Sector SPDR ETF worth $330K as of Q2 2026.
Fulcrum Equity Management sold 4,635 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $238K.
State Street Materials Select Sector SPDR ETF made up 0.24% of Fulcrum Equity Management's portfolio in Q2 2026, its #95 holding.
Fulcrum Equity Management first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2019 and has held it in 15 quarters since.
Fulcrum Equity Management's State Street Materials Select Sector SPDR ETF position peaked at $918K in Q4 2021.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.