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

MGB 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
2025 Q4	$436K	Buy	9,624 +10	+0.1%	+$442	0.12%	139
2025 Q3	$431K	Hold	9,614	–	–	0.12%	139
2025 Q2	$422K	Hold	9,614	–	–	0.14%	139
2025 Q1	$413K	Hold	9,614	–	–	0.15%	134
2024 Q4	$404K	Buy	9,614 +1,902	+25%	+$88.1K	0.13%	132
2024 Q3	$372K	Hold	7,712	–	–	0.13%	141
2024 Q2	$349K	Hold	7,712	–	–	0.13%	143
2024 Q1	$358K	Hold	7,712	–	–	0.15%	140
2023 Q4	$330K	Buy	+7,712	New	+$308K	0.17%	139

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGB Wealth Management's XLB Position: Q4 2025 in Review

MGB Wealth Management increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.1% in Q4 2025, buying an estimated $442 and bringing the position to 9,624 shares worth $436K. The position accounts for 0.12% of the portfolio, ranked #139.

MGB Wealth Management first reported a position in XLB in Q4 2023 and has held it in 9 quarters since. 806 funds tracked by Wall St. Rank hold XLB as of Q4 2025.

MGB Wealth Management held 9,624 shares of State Street Materials Select Sector SPDR ETF worth $436K as of Q4 2025.
MGB Wealth Management bought 10 State Street Materials Select Sector SPDR ETF shares in Q4 2025, an estimated $442.
State Street Materials Select Sector SPDR ETF made up 0.12% of MGB Wealth Management's portfolio in Q4 2025, its #139 holding.
MGB Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
806 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.