MTM Investment Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

MTM Investment 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	$14.4K	Hold	284	–	–	﹤0.01%	490
2026 Q1	$14.2K	Hold	284	–	–	﹤0.01%	475
2025 Q4	$12.9K	Sell	284 -100	-26%	-$4.42K	﹤0.01%	499
2025 Q3	$17.2K	Hold	384	–	–	0.01%	475
2025 Q2	$16.9K	Hold	384	–	–	0.01%	474
2025 Q1	$16.6K	Hold	384	–	–	0.01%	244
2024 Q4	$16.2K	Hold	384	–	–	0.01%	239
2024 Q3	$18.3K	Hold	384	–	–	0.01%	241
2024 Q2	$17K	Sell	384 -30	-7%	-$1.36K	0.01%	236
2024 Q1	$19.2K	Buy	414 +30	+8%	+$1.29K	0.01%	246
2023 Q4	$16.4K	Hold	384	–	–	0.01%	234
2023 Q3	$15.1K	Hold	384	–	–	0.01%	227
2023 Q2	$15.9K	Hold	384	–	–	0.01%	236
2023 Q1	$15.5K	Hold	384	–	–	0.01%	237
2022 Q4	$14.9K	Sell	384 -20	-5%	-$768	0.01%	238
2022 Q3	$14K	Hold	404	–	–	0.01%	234
2022 Q2	$15K	Buy	404 +120	+42%	+$5.02K	0.01%	240
2022 Q1	$13K	Hold	284	–	–	0.01%	258
2021 Q4	$13K	Hold	284	–	–	0.01%	258
2021 Q3	$11K	Hold	284	–	–	0.01%	242
2021 Q2	$12K	Hold	284	–	–	0.01%	235
2021 Q1	$11K	Hold	284	–	–	0.01%	230
2020 Q4	$10K	Buy	+284	New	+$9.72K	0.01%	210

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

MTM Investment Management's XLB Position: Q2 2026 in Review

MTM Investment Management held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 284 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

MTM Investment Management first reported a position in XLB in Q4 2020 and has held it in 23 quarters since. The position peaked at $19.2K in Q1 2024. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

MTM Investment Management held 284 shares of State Street Materials Select Sector SPDR ETF worth $14.4K as of Q2 2026.
MTM Investment Management left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #490 holding.
MTM Investment Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
MTM Investment Management's State Street Materials Select Sector SPDR ETF position peaked at $19.2K in Q1 2024.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.