NewEdge Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

NewEdge Advisors’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	$1.52M	Sell	29,856 -3,063	-9%	-$157K	﹤0.01%	1380
2026 Q1	$1.64M	Buy	32,919 +4,108	+14%	+$206K	0.01%	1205
2025 Q4	$1.31M	Buy	28,811 +2,203	+8%	+$97.4K	﹤0.01%	1322
2025 Q3	$1.19M	Sell	26,608 -422	-2%	-$19.1K	0.01%	1297
2025 Q2	$1.19M	Buy	27,030 +212	+0.8%	+$8.99K	0.01%	1195
2025 Q1	$1.15M	Sell	26,818 -5,878	-18%	-$257K	0.01%	1108
2024 Q4	$1.38M	Sell	32,696 -8,340	-20%	-$386K	0.01%	1004
2024 Q3	$1.98M	Buy	41,036 +2,790	+7%	+$127K	0.01%	806
2024 Q2	$1.69M	Buy	38,246 +9,914	+35%	+$448K	0.01%	832
2024 Q1	$1.32M	Sell	28,332 -616	-2%	-$26.5K	0.01%	863
2023 Q4	$1.23M	Buy	28,948 +12,616	+77%	+$504K	0.01%	848
2023 Q3	$641K	Sell	16,332 -34,830	-68%	-$1.43M	0.01%	1065
2023 Q2	$2.12M	Buy	51,162 +34,988	+216%	+$1.39M	0.02%	569
2023 Q1	$652K	Sell	16,174 -48,888	-75%	-$1.98M	0.01%	995
2022 Q4	$240K	Buy	65,062 +1,980	+3%	+$76K	0.01%	1111
2022 Q3	$2.15M	Sell	63,082 -2,082	-3%	-$78.3K	0.04%	408
2022 Q2	$2.4M	Sell	65,164 -17,754	-21%	-$743K	0.04%	395
2022 Q1	$3.65M	Sell	82,918 -3,280	-4%	-$140K	0.06%	304
2021 Q4	$3.9M	Buy	86,198 +15,334	+22%	+$662K	0.06%	301
2021 Q3	$2.8M	Buy	70,864 +2,850	+4%	+$118K	0.07%	254
2021 Q2	$2.8M	Buy	+68,014	New	+$2.87M	0.07%	243
2018 Q4	–	Sell	-8,220	Closed	-$238K	–	726
2018 Q3	$238K	Hold	8,220	–	–	0.02%	561
2018 Q2	$237K	Buy	+8,220	New	+$241K	0.02%	472
2017 Q3	–	Sell	-802	Closed	-$21.8K	–	1141
2017 Q2	$21.8K	Buy	+802	New	+$21.3K	﹤0.01%	717

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

NewEdge Advisors's XLB Position: Q2 2026 in Review

NewEdge Advisors reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 9.3% in Q2 2026, selling an estimated $157K and leaving 29,856 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

NewEdge Advisors first reported a position in XLB in Q2 2017 and has held it in 24 quarters since. The position peaked at $3.9M in Q4 2021. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

NewEdge Advisors held 29,856 shares of State Street Materials Select Sector SPDR ETF worth $1.52M as of Q2 2026.
NewEdge Advisors sold 3,063 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $157K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1380 holding.
NewEdge Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2017 and has held it in 24 quarters since.
NewEdge Advisors's State Street Materials Select Sector SPDR ETF position peaked at $3.9M in Q4 2021.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.