Meridian Financial’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Meridian Financial’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	$390K	Sell	7,679 -269	-3%	-$13.8K	0.19%	96
2026 Q1	$397K	Sell	7,948 -236	-3%	-$11.8K	0.22%	88
2025 Q4	$371K	Hold	8,184	–	–	0.2%	91
2025 Q3	$367K	Buy	8,184 +330	+4%	+$14.9K	0.21%	90
2025 Q2	$345K	Hold	7,854	–	–	0.22%	87
2025 Q1	$338K	Sell	7,854 -200	-2%	-$8.74K	0.24%	84
2024 Q4	$339K	Buy	8,054 +782	+11%	+$36.2K	0.23%	78
2024 Q3	$350K	Hold	7,272	–	–	0.23%	83
2024 Q2	$321K	Hold	7,272	–	–	0.23%	81
2024 Q1	$338K	Hold	7,272	–	–	0.25%	76
2023 Q4	$311K	Hold	7,272	–	–	0.24%	77
2023 Q3	$286K	Hold	7,272	–	–	0.27%	73
2023 Q2	$301K	Buy	7,272 +72	+1%	+$2.86K	0.27%	71
2023 Q1	$290K	Buy	7,200 +200	+3%	+$8.1K	0.28%	69
2022 Q4	$272K	Hold	7,000	–	–	0.29%	68
2022 Q3	$238K	Buy	7,000 +1,200	+21%	+$45.1K	0.28%	71
2022 Q2	$213K	Hold	5,800	–	–	0.24%	84
2022 Q1	$256K	Buy	5,800 +600	+12%	+$25.6K	0.27%	72
2021 Q4	$236K	Buy	+5,200	New	+$225K	0.22%	86

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

Meridian Financial's XLB Position: Q2 2026 in Review

Meridian Financial reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 3.4% in Q2 2026, selling an estimated $13.8K and leaving 7,679 shares worth $390K. The position accounts for 0.19% of the portfolio, ranked #96.

Meridian Financial first reported a position in XLB in Q4 2021 and has held it in 19 quarters since. The position peaked at $397K in Q1 2026. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Meridian Financial held 7,679 shares of State Street Materials Select Sector SPDR ETF worth $390K as of Q2 2026.
Meridian Financial sold 269 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $13.8K.
State Street Materials Select Sector SPDR ETF made up 0.19% of Meridian Financial's portfolio in Q2 2026, its #96 holding.
Meridian Financial first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Meridian Financial's State Street Materials Select Sector SPDR ETF position peaked at $397K in Q1 2026.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.