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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Massachusetts Wealth Management's XLB Position: Q1 2026 in Review

Massachusetts Wealth Management increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 82% in Q1 2026, buying an estimated $238K and bringing the position to 10,495 shares worth $524K. The position accounts for 0.23% of the portfolio, ranked #81.

Massachusetts Wealth Management first reported a position in XLB in Q4 2022 and has held it in 14 quarters since. 898 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Massachusetts Wealth Management held 10,495 shares of State Street Materials Select Sector SPDR ETF worth $524K as of Q1 2026.
Massachusetts Wealth Management bought 4,735 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $238K.
State Street Materials Select Sector SPDR ETF made up 0.23% of Massachusetts Wealth Management's portfolio in Q1 2026, its #81 holding.
Massachusetts Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
898 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.