Midwest Trust’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Midwest Trust’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	$2.66M	Sell	52,366 -1,908	-4%	-$97.9K	0.03%	271
2026 Q1	$2.71M	Buy	54,274 +4,708	+9%	+$236K	0.03%	259
2025 Q4	$2.25M	Buy	49,566 +2,330	+5%	+$103K	0.03%	274
2025 Q3	$2.12M	Sell	47,236 -504	-1%	-$22.8K	0.03%	282
2025 Q2	$2.1M	Buy	+47,740	New	+$2.02M	0.03%	279

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

Midwest Trust's XLB Position: Q2 2026 in Review

Midwest Trust reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 3.5% in Q2 2026, selling an estimated $97.9K and leaving 52,366 shares worth $2.66M. The position accounts for 0.03% of the portfolio, ranked #271.

Midwest Trust first reported a position in XLB in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.71M in Q1 2026. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Midwest Trust held 52,366 shares of State Street Materials Select Sector SPDR ETF worth $2.66M as of Q2 2026.
Midwest Trust sold 1,908 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $97.9K.
State Street Materials Select Sector SPDR ETF made up 0.03% of Midwest Trust's portfolio in Q2 2026, its #271 holding.
Midwest Trust first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's State Street Materials Select Sector SPDR ETF position peaked at $2.71M in Q1 2026.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.