Milestone Asset Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Milestone Asset 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	$269K	Buy	5,294 +33	+0.6%	+$1.69K	0.04%	232
2026 Q1	$263K	Buy	+5,261	New	+$264K	0.05%	209
2025 Q4	–	Sell	-5,870	Closed	-$263K	–	261
2025 Q3	$263K	Buy	+5,870	New	+$265K	0.05%	196
2025 Q2	–	Sell	-29,760	Closed	-$1.28M	–	249
2025 Q1	$1.28M	Buy	29,760 +19,910	+202%	+$870K	0.27%	77
2024 Q4	$414K	Buy	9,850 +3,462	+54%	+$160K	0.09%	176
2024 Q3	$308K	Buy	6,388 +838	+15%	+$38.2K	0.07%	178
2024 Q2	$245K	Buy	+5,550	New	+$251K	0.06%	177

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

Milestone Asset Management's XLB Position: Q2 2026 in Review

Milestone Asset Management increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.63% in Q2 2026, buying an estimated $1.69K and bringing the position to 5,294 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #232.

Milestone Asset Management first reported a position in XLB in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q1 2025. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Milestone Asset Management held 5,294 shares of State Street Materials Select Sector SPDR ETF worth $269K as of Q2 2026.
Milestone Asset Management bought 33 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $1.69K.
State Street Materials Select Sector SPDR ETF made up 0.04% of Milestone Asset Management's portfolio in Q2 2026, its #232 holding.
Milestone Asset Management first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2024 and has held it in 7 quarters since.
Milestone Asset Management's State Street Materials Select Sector SPDR ETF position peaked at $1.28M in Q1 2025.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.