Legacy Bridge’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Legacy Bridge’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	$25.9K	Hold	510	–	–	0.01%	241
2026 Q1	$25.5K	Hold	510	–	–	0.01%	234
2025 Q4	$23.1K	Hold	510	–	–	0.01%	243
2025 Q3	$22.9K	Hold	510	–	–	0.01%	233
2025 Q2	$22.4K	Hold	510	–	–	0.01%	221
2025 Q1	$21.9K	Hold	510	–	–	0.01%	220
2024 Q4	$21.5K	Hold	510	–	–	0.01%	229
2024 Q3	$24.6K	Hold	510	–	–	0.01%	225
2024 Q2	$22.5K	Hold	510	–	–	0.01%	218
2024 Q1	$23.7K	Hold	510	–	–	0.01%	233
2023 Q4	$21.8K	Sell	510 -50	-9%	-$2K	0.01%	230
2023 Q3	$22K	Hold	560	–	–	0.02%	221
2023 Q2	$23.2K	Hold	560	–	–	0.02%	223
2023 Q1	$22.6K	Hold	560	–	–	0.02%	225
2022 Q4	$21.8K	Hold	560	–	–	0.02%	225
2022 Q3	$19K	Hold	560	–	–	0.02%	217
2022 Q2	$21K	Hold	560	–	–	0.02%	221
2022 Q1	$25K	Hold	560	–	–	0.01%	227
2021 Q4	$25K	Hold	560	–	–	0.01%	234
2021 Q3	$22K	Hold	560	–	–	0.01%	230
2021 Q2	$23K	Buy	560 +360	+180%	+$15.2K	0.01%	232
2021 Q1	$8K	Hold	200	–	–	0.01%	272
2020 Q4	$7K	Hold	200	–	–	0.01%	271
2020 Q3	$6K	Hold	200	–	–	0.01%	271
2020 Q2	$6K	Hold	200	–	–	0.01%	269
2020 Q1	$5K	Hold	200	–	–	0.01%	267
2019 Q4	$6K	Buy	+200	New	+$5.91K	0.01%	269

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

Legacy Bridge's XLB Position: Q2 2026 in Review

Legacy Bridge held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 510 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #241.

Legacy Bridge first reported a position in XLB in Q4 2019 and has held it in 27 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Legacy Bridge held 510 shares of State Street Materials Select Sector SPDR ETF worth $25.9K as of Q2 2026.
Legacy Bridge left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.01% of Legacy Bridge's portfolio in Q2 2026, its #241 holding.
Legacy Bridge first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.