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

High Point 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 Q1	–	Sell	-296	Closed	-$13.4K	–	273
2025 Q4	$13.4K	Buy	+296	New	+$13.1K	0.01%	204

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

High Point Wealth Management's XLB Position: Q1 2026 in Review

High Point Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2026, closing a stake of 296 shares — an estimated $13.4K sold.

High Point Wealth Management first reported a position in XLB in Q4 2025 and held it in 1 quarter. The position peaked at $13.4K in Q4 2025. 900 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

High Point Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
High Point Wealth Management sold 296 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $13.4K.
High Point Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
High Point Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $13.4K in Q4 2025.
900 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on High Point Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.