Greenwich Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Greenwich Wealth 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	$577K	Sell	11,356 -847	-7%	-$43.4K	0.02%	189
2026 Q1	$610K	Buy	12,203 +4,937	+68%	+$248K	0.02%	186
2025 Q4	$330K	Hold	7,266	–	–	0.01%	226
2025 Q3	$326K	Buy	7,266 +480	+7%	+$21.7K	0.02%	227
2025 Q2	$298K	Sell	6,786 -400	-6%	-$17K	0.01%	218
2025 Q1	$309K	Hold	7,186	–	–	0.02%	199
2024 Q4	$302K	Hold	7,186	–	–	0.02%	202
2024 Q3	$346K	Hold	7,186	–	–	0.02%	193
2024 Q2	$317K	Hold	7,186	–	–	0.02%	188
2024 Q1	$334K	Hold	7,186	–	–	0.03%	187
2023 Q4	$307K	Hold	7,186	–	–	0.03%	185
2023 Q3	$282K	Hold	7,186	–	–	0.03%	185
2023 Q2	$298K	Hold	7,186	–	–	0.03%	184
2023 Q1	$290K	Hold	7,186	–	–	0.03%	190
2022 Q4	$279K	Hold	7,186	–	–	0.03%	192
2022 Q3	$244K	Hold	7,186	–	–	0.03%	202
2022 Q2	$264K	Hold	7,186	–	–	0.04%	204
2022 Q1	$317K	Hold	7,186	–	–	0.03%	191
2021 Q4	$326K	Hold	7,186	–	–	0.03%	188
2021 Q3	$284K	Hold	7,186	–	–	0.02%	199
2021 Q2	$296K	Hold	7,186	–	–	0.03%	181
2021 Q1	$283K	Hold	7,186	–	–	0.02%	171
2020 Q4	$260K	Buy	7,186 +800	+13%	+$27.4K	0.02%	167
2020 Q3	$203K	Buy	+6,386	New	+$198K	0.04%	176

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

Greenwich Wealth Management's XLB Position: Q2 2026 in Review

Greenwich Wealth Management reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 6.9% in Q2 2026, selling an estimated $43.4K and leaving 11,356 shares worth $577K. The position accounts for 0.02% of the portfolio, ranked #189.

Greenwich Wealth Management first reported a position in XLB in Q3 2020 and has held it in 24 quarters since. The position peaked at $610K in Q1 2026. 931 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Greenwich Wealth Management held 11,356 shares of State Street Materials Select Sector SPDR ETF worth $577K as of Q2 2026.
Greenwich Wealth Management sold 847 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $43.4K.
State Street Materials Select Sector SPDR ETF made up 0.02% of Greenwich Wealth Management's portfolio in Q2 2026, its #189 holding.
Greenwich Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
Greenwich Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $610K in Q1 2026.
931 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.