Medallion Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Medallion Wealth Advisors’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	$17.7K	Sell	354 -37	-9%	-$1.86K	0.01%	672
2025 Q4	$17.8K	Sell	391 -1	-0.3%	-$44	0.01%	662
2025 Q3	$17.6K	Sell	392 -446	-53%	-$20.2K	0.01%	652
2025 Q2	$37.7K	Sell	838 -16	-2%	-$678	0.01%	504
2025 Q1	$36.7K	Sell	854 -288	-25%	-$12.6K	0.02%	471
2024 Q4	$48K	Buy	+1,142	New	+$52.9K	0.02%	416

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

Medallion Wealth Advisors's XLB Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 9.5% in Q1 2026, selling an estimated $1.86K and leaving 354 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #672.

Medallion Wealth Advisors first reported a position in XLB in Q4 2024 and has held it in 6 quarters since. The position peaked at $48K in Q4 2024. 899 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Medallion Wealth Advisors held 354 shares of State Street Materials Select Sector SPDR ETF worth $17.7K as of Q1 2026.
Medallion Wealth Advisors sold 37 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $1.86K.
State Street Materials Select Sector SPDR ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #672 holding.
Medallion Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $48K in Q4 2024.
899 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.