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

NewEdge Wealth’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	$306K	Buy	+6,016	New	+$309K	﹤0.01%	1028
2024 Q4	–	Sell	-5,266	Closed	-$254K	–	962
2024 Q3	$254K	Buy	+5,266	New	+$240K	﹤0.01%	771

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 Wealth's XLB Position: Q2 2026 in Review

NewEdge Wealth opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 6,016 shares worth $306K. The stake represents ﹤0.01% of the portfolio and ranks #1028 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in XLB as recently as Q3 2024.

NewEdge Wealth first reported a position in XLB in Q3 2024 and has held it in 2 quarters since. 928 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

NewEdge Wealth held 6,016 shares of State Street Materials Select Sector SPDR ETF worth $306K as of Q2 2026.
State Street Materials Select Sector SPDR ETF was a new NewEdge Wealth position in Q2 2026.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1028 holding.
NewEdge Wealth first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2024 and has held it in 2 quarters since.
928 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.