Moment Partners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Moment Partners’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	$338K	Sell	6,643 -15,706	-70%	-$806K	0.06%	77
2026 Q1	$1.12M	Sell	22,349 -2,980	-12%	-$149K	0.2%	33
2025 Q4	$1.15M	Sell	25,329 -8,135	-24%	-$360K	0.24%	26
2025 Q3	$1.5M	Buy	33,464 +242	+0.7%	+$10.9K	0.27%	24
2025 Q2	$1.46M	Sell	33,222 -2,822	-8%	-$120K	0.27%	22
2025 Q1	$1.55M	Sell	36,044 -370	-1%	-$16.2K	0.31%	24
2024 Q4	$1.53M	Buy	+36,414	New	+$1.69M	0.29%	23

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

Moment Partners's XLB Position: Q2 2026 in Review

Moment Partners reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 70% in Q2 2026, selling an estimated $806K and leaving 6,643 shares worth $338K. The position accounts for 0.06% of the portfolio, ranked #77.

Moment Partners first reported a position in XLB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q1 2025. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Moment Partners held 6,643 shares of State Street Materials Select Sector SPDR ETF worth $338K as of Q2 2026.
Moment Partners sold 15,706 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $806K.
State Street Materials Select Sector SPDR ETF made up 0.06% of Moment Partners's portfolio in Q2 2026, its #77 holding.
Moment Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Moment Partners's State Street Materials Select Sector SPDR ETF position peaked at $1.55M in Q1 2025.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.