McDonald Partners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

McDonald 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	$6.81K	Buy	+134	New	+$6.87K	﹤0.01%	512
2022 Q1	–	Sell	-51,514	Closed	-$2.33M	–	707
2021 Q4	$2.33M	Buy	+51,514	New	+$2.22M	2.16%	14

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

McDonald Partners's XLB Position: Q2 2026 in Review

McDonald Partners opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 134 shares worth $6.81K. The stake represents ﹤0.01% of the portfolio and ranks #512 among its holdings. This is a return to the name: McDonald Partners previously reported a position in XLB as recently as Q4 2021.

McDonald Partners first reported a position in XLB in Q4 2021 and has held it in 2 quarters since. The position peaked at $2.33M in Q4 2021. 928 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

McDonald Partners held 134 shares of State Street Materials Select Sector SPDR ETF worth $6.81K as of Q2 2026.
State Street Materials Select Sector SPDR ETF was a new McDonald Partners position in Q2 2026.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #512 holding.
McDonald Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and has held it in 2 quarters since.
McDonald Partners's State Street Materials Select Sector SPDR ETF position peaked at $2.33M in Q4 2021.
928 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.