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

Massachusetts 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	$549K	Buy	10,810 +315	+3%	+$16.2K	0.21%	83
2026 Q1	$524K	Buy	10,495 +4,735	+82%	+$238K	0.23%	81
2025 Q4	$261K	Sell	5,760 -250	-4%	-$11K	0.12%	90
2025 Q3	$269K	Hold	6,010	–	–	0.13%	91
2025 Q2	$264K	Hold	6,010	–	–	0.15%	87
2025 Q1	$258K	Hold	6,010	–	–	0.18%	78
2024 Q4	$253K	Buy	6,010 +630	+12%	+$29.2K	0.16%	84
2024 Q3	$259K	Buy	5,380 +50	+0.9%	+$2.28K	0.16%	84
2024 Q2	$235K	Sell	5,330 -230	-4%	-$10.4K	0.16%	89
2024 Q1	$258K	Hold	5,560	–	–	0.18%	85
2023 Q4	$238K	Hold	5,560	–	–	0.19%	88
2023 Q3	$218K	Hold	5,560	–	–	0.2%	84
2023 Q2	$230K	Buy	5,560 +100	+2%	+$3.98K	0.22%	78
2023 Q1	$220K	Sell	5,460 -900	-14%	-$36.4K	0.23%	75
2022 Q4	$269K	Buy	+6,360	New	+$244K	0.26%	74

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

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

Massachusetts Wealth Management increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 3% in Q2 2026, buying an estimated $16.2K and bringing the position to 10,810 shares worth $549K. The position accounts for 0.21% of the portfolio, ranked #83.

Massachusetts Wealth Management first reported a position in XLB in Q4 2022 and has held it in 15 quarters since. 928 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Massachusetts Wealth Management held 10,810 shares of State Street Materials Select Sector SPDR ETF worth $549K as of Q2 2026.
Massachusetts Wealth Management bought 315 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $16.2K.
State Street Materials Select Sector SPDR ETF made up 0.21% of Massachusetts Wealth Management's portfolio in Q2 2026, its #83 holding.
Massachusetts Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
928 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.