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

LightSquare 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	$2.12M	Sell	41,736 -3,003	-7%	-$154K	1.46%	20
2026 Q1	$2.24M	Buy	+44,739	New	+$2.24M	1.67%	20

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

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

LightSquare Wealth Management reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 6.7% in Q2 2026, selling an estimated $154K and leaving 41,736 shares worth $2.12M. The position accounts for 1.46% of the portfolio, ranked #20.

LightSquare Wealth Management first reported a position in XLB in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.24M in Q1 2026. 925 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

LightSquare Wealth Management held 41,736 shares of State Street Materials Select Sector SPDR ETF worth $2.12M as of Q2 2026.
LightSquare Wealth Management sold 3,003 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $154K.
State Street Materials Select Sector SPDR ETF made up 1.46% of LightSquare Wealth Management's portfolio in Q2 2026, its #20 holding.
LightSquare Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
LightSquare Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $2.24M in Q1 2026.
925 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on LightSquare Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.