HM Payson & Co’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

HM Payson & Co’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	-212	Closed	-$9.62K	–	1226
2025 Q4	$9.62K	Buy	+212	New	+$9.37K	﹤0.01%	926
2025 Q2	–	Sell	-80	Closed	-$3.44K	–	1056
2025 Q1	$3.44K	Buy	+80	New	+$3.5K	﹤0.01%	930
2024 Q3	–	Sell	-36	Closed	-$1.59K	–	1178
2024 Q2	$1.59K	Buy	+36	New	+$1.63K	﹤0.01%	938
2023 Q2	–	Sell	-472	Closed	-$19K	–	1065
2023 Q1	$19K	Buy	+472	New	+$19.1K	﹤0.01%	720
2022 Q4	–	Sell	-12	Closed	–	–	1008
2022 Q3	$0	Hold	12	–	–	﹤0.01%	1093
2022 Q2	$0	Hold	12	–	–	﹤0.01%	1158
2022 Q1	$1K	Buy	+12	New	+$512	﹤0.01%	1038
2020 Q2	–	Sell	-72	Closed	-$2K	–	942
2020 Q1	$2K	Sell	72 -436	-86%	-$12K	﹤0.01%	872
2019 Q4	$16K	Buy	508 +72	+17%	+$2.13K	﹤0.01%	751
2019 Q3	$13K	Buy	+436	New	+$12.6K	﹤0.01%	787
2019 Q1	–	Sell	-36	Closed	-$1K	–	276
2018 Q4	$1K	Buy	+36	New	+$960	﹤0.01%	150

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HM Payson & Co's XLB Position: Q1 2026 in Review

HM Payson & Co sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2026, closing a stake of 212 shares — an estimated $9.62K sold.

HM Payson & Co first reported a position in XLB in Q4 2018 and held it in 11 quarters. The position peaked at $19K in Q1 2023. 902 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

HM Payson & Co reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
HM Payson & Co sold 212 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $9.62K.
HM Payson & Co first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2018 and held it in 11 quarters.
HM Payson & Co's State Street Materials Select Sector SPDR ETF position peaked at $19K in Q1 2023.
902 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.