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

Modern 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
2026 Q2	$246K	Buy	4,833 +31	+0.6%	+$1.59K	﹤0.01%	953
2026 Q1	$242K	Hold	4,802	–	–	﹤0.01%	779
2025 Q4	$218K	Hold	4,802	–	–	﹤0.01%	790
2025 Q3	$215K	Hold	4,802	–	–	﹤0.01%	746
2025 Q2	$211K	Sell	4,802 -134	-3%	-$5.68K	0.01%	731
2025 Q1	$212K	Buy	+4,936	New	+$216K	0.01%	631

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

Modern Wealth Management's XLB Position: Q2 2026 in Review

Modern Wealth Management increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.65% in Q2 2026, buying an estimated $1.59K and bringing the position to 4,833 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Modern Wealth Management first reported a position in XLB in Q1 2025 and has held it in 6 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Modern Wealth Management held 4,833 shares of State Street Materials Select Sector SPDR ETF worth $246K as of Q2 2026.
Modern Wealth Management bought 31 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $1.59K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #953 holding.
Modern Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.