Legacy Capital Wealth Partners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Legacy Capital Wealth Partners’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	$611K	Buy	12,022 +779	+7%	+$40K	0.12%	175
2026 Q1	$562K	Buy	11,243 +1,296	+13%	+$65K	0.12%	188
2025 Q4	$451K	Buy	9,947 +1,391	+16%	+$61.5K	0.1%	221
2025 Q3	$383K	Buy	8,556 +722	+9%	+$32.6K	0.08%	257
2025 Q2	$344K	Buy	7,834 +316	+4%	+$13.4K	0.08%	282
2025 Q1	$323K	Buy	7,518 +222	+3%	+$9.7K	0.08%	266
2024 Q4	$307K	Sell	7,296 -3,524	-33%	-$163K	0.08%	267
2024 Q3	$521K	Buy	10,820 +4,512	+72%	+$206K	0.1%	191
2024 Q2	$279K	Buy	+6,308	New	+$285K	0.07%	250

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 22.9% 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 Capital Wealth Partners's XLB Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 6.9% in Q2 2026, buying an estimated $40K and bringing the position to 12,022 shares worth $611K. The position accounts for 0.12% of the portfolio, ranked #175.

Legacy Capital Wealth Partners first reported a position in XLB in Q2 2024 and has held it in 9 quarters since. 932 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Legacy Capital Wealth Partners held 12,022 shares of State Street Materials Select Sector SPDR ETF worth $611K as of Q2 2026.
Legacy Capital Wealth Partners bought 779 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $40K.
State Street Materials Select Sector SPDR ETF made up 0.12% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #175 holding.
Legacy Capital Wealth Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
932 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.