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

Meridian 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	$1.03M	Sell	20,296 -83	-0.4%	-$4.26K	0.03%	375
2026 Q1	$1.01M	Buy	20,379 +1,241	+6%	+$62.2K	0.04%	355
2025 Q4	$868K	Sell	19,138 -784	-4%	-$34.6K	0.03%	376
2025 Q3	$887K	Buy	19,922 +1,390	+8%	+$62.8K	0.03%	352
2025 Q2	$813K	Buy	18,532 +2	+0%	+$85	0.03%	346
2025 Q1	$796K	Sell	18,530 -76	-0.4%	-$3.32K	0.04%	326
2024 Q4	$783K	Buy	18,606 +602	+3%	+$27.9K	0.04%	333
2024 Q3	$864K	Sell	18,004 -394	-2%	-$18K	0.04%	306
2024 Q2	$811K	Buy	+18,398	New	+$832K	0.1%	129
2024 Q1	–	Sell	-19,914	Closed	-$851K	–	582
2023 Q4	$851K	Sell	19,914 -606	-3%	-$24.2K	0.05%	286
2023 Q3	$807K	Sell	20,520 -158	-0.8%	-$6.49K	0.05%	275
2023 Q2	$857K	Sell	20,678 -122	-0.6%	-$4.85K	0.07%	224
2023 Q1	$839K	Sell	20,800 -648	-3%	-$26.2K	0.07%	229
2022 Q4	$833K	Buy	21,448 +1,092	+5%	+$41.9K	0.08%	224
2022 Q3	$692K	Sell	20,356 -996	-5%	-$37.5K	0.07%	231
2022 Q2	$786K	Sell	21,352 -1,138	-5%	-$47.6K	0.06%	276
2022 Q1	$991K	Sell	22,490 -5,820	-21%	-$248K	0.11%	157
2021 Q4	$1.28M	Buy	28,310 +494	+2%	+$21.3K	0.14%	134
2021 Q3	$1.1M	Sell	27,816 -1,560	-5%	-$64.9K	0.14%	141
2021 Q2	$1.21M	Buy	29,376 +6,528	+29%	+$275K	0.15%	130
2021 Q1	$900K	Buy	22,848 +4,482	+24%	+$169K	0.13%	148
2020 Q4	$664K	Buy	+18,366	New	+$629K	0.11%	155
2019 Q3	–	Sell	-1,944	Closed	-$56.9K	–	510
2019 Q2	$56.9K	Buy	+1,944	New	+$54.8K	0.02%	358
2018 Q2	–	Sell	-15,488	Closed	-$441K	–	205
2018 Q1	$441K	Buy	+15,488	New	+$470K	0.22%	92

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 Wealth Management's XLB Position: Q2 2026 in Review

Meridian Wealth Management reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.41% in Q2 2026, selling an estimated $4.26K and leaving 20,296 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #375.

Meridian Wealth Management first reported a position in XLB in Q1 2018 and has held it in 24 quarters since. The position peaked at $1.28M in Q4 2021. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Meridian Wealth Management held 20,296 shares of State Street Materials Select Sector SPDR ETF worth $1.03M as of Q2 2026.
Meridian Wealth Management sold 83 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $4.26K.
State Street Materials Select Sector SPDR ETF made up 0.03% of Meridian Wealth Management's portfolio in Q2 2026, its #375 holding.
Meridian Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2018 and has held it in 24 quarters since.
Meridian Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $1.28M in Q4 2021.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.