Lodestar Private Asset Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Lodestar Private Asset 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	$381K	Hold	7,496	–	–	0.03%	173
2026 Q1	$375K	Buy	7,496 +446	+6%	+$22.4K	0.04%	166
2025 Q4	$320K	Hold	7,050	–	–	0.03%	184
2025 Q3	$316K	Hold	7,050	–	–	0.03%	186
2025 Q2	$310K	Sell	7,050 -542	-7%	-$23K	0.04%	185
2025 Q1	$326K	Sell	7,592 -200	-3%	-$8.74K	0.04%	168
2024 Q4	$328K	Hold	7,792	–	–	0.04%	168
2024 Q3	$375K	Sell	7,792 -1,068	-12%	-$48.7K	0.05%	160
2024 Q2	$391K	Sell	8,860 -224	-2%	-$10.1K	0.05%	150
2024 Q1	$422K	Buy	9,084 +90	+1%	+$3.87K	0.06%	144
2023 Q4	$385K	Sell	8,994 -214	-2%	-$8.56K	0.06%	145
2023 Q3	$362K	Hold	9,208	–	–	0.06%	141
2023 Q2	$382K	Sell	9,208 -44	-0.5%	-$1.75K	0.06%	145
2023 Q1	$373K	Sell	9,252 -132	-1%	-$5.34K	0.07%	140
2022 Q4	$364K	Buy	+9,384	New	+$360K	0.07%	141

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

Lodestar Private Asset Management's XLB Position: Q2 2026 in Review

Lodestar Private Asset Management held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 7,496 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #173.

Lodestar Private Asset Management first reported a position in XLB in Q4 2022 and has held it in 15 quarters since. The position peaked at $422K in Q1 2024. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Lodestar Private Asset Management held 7,496 shares of State Street Materials Select Sector SPDR ETF worth $381K as of Q2 2026.
Lodestar Private Asset Management left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.03% of Lodestar Private Asset Management's portfolio in Q2 2026, its #173 holding.
Lodestar Private Asset Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Lodestar Private Asset Management's State Street Materials Select Sector SPDR ETF position peaked at $422K in Q1 2024.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.