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

HB 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	$593K	Sell	11,676 -652	-5%	-$33.4K	﹤0.01%	1014
2026 Q1	$616K	Buy	12,328 +1,771	+17%	+$88.8K	﹤0.01%	874
2025 Q4	$479K	Buy	10,557 +1	+0%	+$44	﹤0.01%	924
2025 Q3	$473K	Buy	10,556 +536	+5%	+$24.2K	﹤0.01%	888
2025 Q2	$440K	Sell	10,020 -996	-9%	-$42.2K	﹤0.01%	792
2025 Q1	$474K	Buy	11,016 +1,192	+12%	+$52.1K	﹤0.01%	781
2024 Q4	$413K	Buy	9,824 +570	+6%	+$26.4K	﹤0.01%	688
2024 Q3	$446K	Buy	9,254 +496	+6%	+$22.6K	﹤0.01%	623
2024 Q2	$387K	Buy	8,758 +2,914	+50%	+$132K	﹤0.01%	622
2024 Q1	$271K	Sell	5,844 -738	-11%	-$31.7K	﹤0.01%	696
2023 Q4	$282K	Buy	6,582 +728	+12%	+$29.1K	﹤0.01%	636
2023 Q3	$230K	Buy	5,854 +10	+0.2%	+$411	﹤0.01%	659
2023 Q2	$242K	Sell	5,844 -60	-1%	-$2.39K	﹤0.01%	612
2023 Q1	$238K	Sell	5,904 -488	-8%	-$19.8K	﹤0.01%	615
2022 Q4	$248K	Buy	+6,392	New	+$245K	﹤0.01%	579

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

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

HB Wealth Management reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 5.3% in Q2 2026, selling an estimated $33.4K and leaving 11,676 shares worth $593K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

HB Wealth Management first reported a position in XLB in Q4 2022 and has held it in 15 quarters since. The position peaked at $616K in Q1 2026. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

HB Wealth Management held 11,676 shares of State Street Materials Select Sector SPDR ETF worth $593K as of Q2 2026.
HB Wealth Management sold 652 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $33.4K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1014 holding.
HB Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
HB Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $616K in Q1 2026.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.