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

Merit Financial Group’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	$7.42M	Sell	145,926 -1,462	-1%	-$75K	0.05%	330
2026 Q1	$7.36M	Buy	147,388 +6,718	+5%	+$337K	0.05%	293
2025 Q4	$6.38M	Buy	140,670 +98,430	+233%	+$4.35M	0.05%	297
2025 Q3	$1.89M	Sell	42,240 -2,482	-6%	-$112K	0.02%	597
2025 Q2	$1.96M	Sell	44,722 -72,676	-62%	-$3.08M	0.02%	530
2025 Q1	$5.05M	Buy	117,398 +4,442	+4%	+$194K	0.08%	223
2024 Q4	$4.75M	Buy	112,956 +77,306	+217%	+$3.58M	0.09%	196
2024 Q3	$1.72M	Sell	35,650 -1,172	-3%	-$53.4K	0.04%	302
2024 Q2	$1.63M	Buy	36,822 +22	+0.1%	+$994	0.04%	306
2024 Q1	$1.65M	Buy	36,800 +24,382	+196%	+$1.05M	0.04%	296
2023 Q4	$531K	Sell	12,418 -28,994	-70%	-$1.16M	0.02%	480
2023 Q3	$1.63M	Buy	41,412 +44	+0.1%	+$1.81K	0.05%	252
2023 Q2	$1.71M	Buy	41,368 +14,646	+55%	+$582K	0.06%	246
2023 Q1	$1.08M	Buy	26,722 +16,822	+170%	+$681K	0.04%	279
2022 Q4	$385K	Sell	9,900 -15,368	-61%	-$590K	0.01%	478
2022 Q3	$859K	Sell	25,268 -11,432	-31%	-$430K	0.04%	276
2022 Q2	$1.35M	Buy	+36,700	New	+$1.54M	0.04%	216

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

Merit Financial Group's XLB Position: Q2 2026 in Review

Merit Financial Group reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.99% in Q2 2026, selling an estimated $75K and leaving 145,926 shares worth $7.42M. The position accounts for 0.05% of the portfolio, ranked #330.

Merit Financial Group first reported a position in XLB in Q2 2022 and has held it in 17 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Merit Financial Group held 145,926 shares of State Street Materials Select Sector SPDR ETF worth $7.42M as of Q2 2026.
Merit Financial Group sold 1,462 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $75K.
State Street Materials Select Sector SPDR ETF made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #330 holding.
Merit Financial Group first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.