Newbridge Financial Services Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Newbridge Financial Services 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	$39K	Hold	768	–	–	﹤0.01%	547
2026 Q1	$38.4K	Hold	768	–	–	0.01%	488
2025 Q4	$34.8K	Hold	768	–	–	0.01%	516
2025 Q3	$34.4K	Sell	768 -1,374	-64%	-$62.1K	0.01%	595
2025 Q2	$94.1K	Sell	2,142 -932	-30%	-$39.5K	0.02%	391
2025 Q1	$132K	Sell	3,074 -20	-0.6%	-$874	0.03%	232
2024 Q4	$130K	Buy	3,094 +6	+0.2%	+$278	0.03%	248
2024 Q3	$149K	Buy	3,088 +6	+0.2%	+$274	0.05%	177
2024 Q2	$136K	Sell	3,082 -444	-13%	-$20.1K	0.05%	233
2024 Q1	$164K	Buy	3,526 +526	+18%	+$22.6K	0.07%	219
2023 Q4	$128K	Sell	3,000 -908	-23%	-$36.3K	0.06%	242
2023 Q3	$154K	Sell	3,908 -18	-0.5%	-$739	0.08%	226
2023 Q2	$163K	Sell	3,926 -412	-9%	-$16.4K	0.08%	230
2023 Q1	$175K	Sell	4,338 -402	-8%	-$16.3K	0.09%	213
2022 Q4	$184K	Sell	4,740 -318	-6%	-$12.2K	0.11%	191
2022 Q3	$172K	Sell	5,058 -418	-8%	-$15.7K	0.1%	207
2022 Q2	$202K	Buy	5,476 +2,644	+93%	+$111K	0.13%	164
2022 Q1	$125K	Sell	2,832 -676	-19%	-$28.8K	0.06%	274
2021 Q4	$159K	Sell	3,508 -1,744	-33%	-$75.3K	0.08%	229
2021 Q3	$208K	Buy	5,252 +406	+8%	+$16.9K	0.13%	171
2021 Q2	$199K	Buy	4,846 +3,290	+211%	+$139K	0.12%	177
2021 Q1	$61K	Buy	1,556 +934	+150%	+$35.2K	0.04%	350
2020 Q4	$22K	Buy	622 +2	+0.3%	+$68	0.02%	517
2020 Q3	$20K	Buy	+620	New	+$19.3K	0.02%	510

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

Newbridge Financial Services Group's XLB Position: Q2 2026 in Review

Newbridge Financial Services Group held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 768 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Newbridge Financial Services Group first reported a position in XLB in Q3 2020 and has held it in 24 quarters since. The position peaked at $208K in Q3 2021. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Newbridge Financial Services Group held 768 shares of State Street Materials Select Sector SPDR ETF worth $39K as of Q2 2026.
Newbridge Financial Services Group 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 Newbridge Financial Services Group's portfolio in Q2 2026, its #547 holding.
Newbridge Financial Services Group first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
Newbridge Financial Services Group's State Street Materials Select Sector SPDR ETF position peaked at $208K in Q3 2021.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.