Millstone Evans Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Millstone Evans 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	$280K	Buy	5,508 +5,398	+4,907%	+$277K	0.15%	110
2026 Q1	$5.5K	Hold	110	–	–	﹤0.01%	636
2025 Q4	$4.99K	Hold	110	–	–	﹤0.01%	644
2025 Q3	$4.93K	Hold	110	–	–	﹤0.01%	633
2025 Q2	$4.83K	Hold	110	–	–	﹤0.01%	592
2025 Q1	$4.73K	Hold	110	–	–	﹤0.01%	611
2024 Q4	$4.63K	Buy	+110	New	+$5.09K	﹤0.01%	579

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

Millstone Evans Group's XLB Position: Q2 2026 in Review

Millstone Evans Group increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 4,907% in Q2 2026, buying an estimated $277K and bringing the position to 5,508 shares worth $280K. The position accounts for 0.15% of the portfolio, ranked #110.

Millstone Evans Group first reported a position in XLB in Q4 2024 and has held it in 7 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Millstone Evans Group held 5,508 shares of State Street Materials Select Sector SPDR ETF worth $280K as of Q2 2026.
Millstone Evans Group bought 5,398 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $277K.
State Street Materials Select Sector SPDR ETF made up 0.15% of Millstone Evans Group's portfolio in Q2 2026, its #110 holding.
Millstone Evans Group first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.