Glassman Wealth Services’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Glassman Wealth Services’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	$6.15K	Buy	+121	New	+$6.21K	﹤0.01%	206
2024 Q1	–	Sell	-36	Closed	-$1.55K	–	1859
2023 Q4	$1.55K	Hold	36	–	–	﹤0.01%	1417
2023 Q3	$1.41K	Buy	+36	New	+$1.48K	﹤0.01%	1446
2021 Q3	–	Sell	-314	Closed	-$13K	–	1843
2021 Q2	$13K	Buy	314 +70	+29%	+$2.95K	﹤0.01%	695
2021 Q1	$10K	Buy	244 +20	+9%	+$755	﹤0.01%	720
2020 Q4	$8K	Sell	224 -76	-25%	-$2.6K	﹤0.01%	782
2020 Q3	$10K	Hold	300	–	–	﹤0.01%	626
2020 Q2	$8K	Hold	300	–	–	﹤0.01%	545
2020 Q1	$7K	Hold	300	–	–	﹤0.01%	487
2019 Q4	$9K	Buy	+300	New	+$8.86K	﹤0.01%	506
2016 Q3	–	Sell	-400	Closed	-$9K	–	598
2016 Q2	$9K	Hold	400	–	–	0.01%	346
2016 Q1	$9K	Hold	400	–	–	0.01%	329
2015 Q4	$9K	Hold	400	–	–	0.01%	327
2015 Q3	$8K	Hold	400	–	–	0.01%	326
2015 Q2	$10K	Hold	400	–	–	0.01%	328
2015 Q1	$10K	Hold	400	–	–	0.01%	336
2014 Q4	$10K	Buy	+400	New	+$9.67K	0.01%	371

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

Glassman Wealth Services's XLB Position: Q2 2026 in Review

Glassman Wealth Services opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 121 shares worth $6.15K. The stake represents ﹤0.01% of the portfolio and ranks #206 among its holdings. This is a return to the name: Glassman Wealth Services previously reported a position in XLB as recently as Q4 2023.

Glassman Wealth Services first reported a position in XLB in Q4 2014 and has held it in 17 quarters since. The position peaked at $13K in Q2 2021. 931 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Glassman Wealth Services held 121 shares of State Street Materials Select Sector SPDR ETF worth $6.15K as of Q2 2026.
State Street Materials Select Sector SPDR ETF was a new Glassman Wealth Services position in Q2 2026.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #206 holding.
Glassman Wealth Services first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2014 and has held it in 17 quarters since.
Glassman Wealth Services's State Street Materials Select Sector SPDR ETF position peaked at $13K in Q2 2021.
931 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.