FWL Investment Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

FWL Investment 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	$1.02K	Buy	+20	New	+$1.03K	﹤0.01%	470
2025 Q1	–	Sell	-672	Closed	-$28.3K	–	333
2024 Q4	$28.3K	Buy	+672	New	+$31.1K	0.01%	183
2024 Q2	–	Sell	-60	Closed	-$2.79K	–	276
2024 Q1	$2.79K	Hold	60	–	–	﹤0.01%	208
2023 Q4	$2.57K	Hold	60	–	–	﹤0.01%	210
2023 Q3	$2.36K	Buy	+60	New	+$2.46K	﹤0.01%	172
2023 Q2	–	Sell	-60	Closed	-$2.42K	–	77
2023 Q1	$2.42K	Sell	60 -100	-63%	-$4.05K	﹤0.01%	70
2022 Q4	$6.21K	Hold	160	–	–	﹤0.01%	148
2022 Q3	$5K	Buy	+160	New	+$6.02K	﹤0.01%	54

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

FWL Investment Management's XLB Position: Q2 2026 in Review

FWL Investment Management opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 20 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #470 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in XLB as recently as Q4 2024.

FWL Investment Management first reported a position in XLB in Q3 2022 and has held it in 8 quarters since. The position peaked at $28.3K in Q4 2024. 928 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

FWL Investment Management held 20 shares of State Street Materials Select Sector SPDR ETF worth $1.02K as of Q2 2026.
State Street Materials Select Sector SPDR ETF was a new FWL Investment Management position in Q2 2026.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #470 holding.
FWL Investment Management first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2022 and has held it in 8 quarters since.
FWL Investment Management's State Street Materials Select Sector SPDR ETF position peaked at $28.3K in Q4 2024.
928 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.