Oak Harbor Wealth Partners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Oak Harbor Wealth 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	$30.5K	Hold	600	–	–	0.01%	182
2026 Q1	$30K	Hold	600	–	–	0.01%	237
2025 Q4	$27.2K	Hold	600	–	–	0.01%	234
2025 Q3	$26.9K	Hold	600	–	–	0.01%	227
2025 Q2	$26.3K	Hold	600	–	–	0.01%	219
2025 Q1	$25.8K	Hold	600	–	–	0.01%	226
2024 Q4	$25.2K	Hold	600	–	–	0.01%	203
2024 Q3	$28.9K	Hold	600	–	–	0.01%	197
2024 Q2	$26.5K	Hold	600	–	–	0.01%	194
2024 Q1	$27.9K	Hold	600	–	–	0.01%	199
2023 Q4	$25.7K	Hold	600	–	–	0.01%	198
2023 Q3	$23.6K	Hold	600	–	–	0.01%	197
2023 Q2	$24.9K	Hold	600	–	–	0.01%	205
2023 Q1	$24.2K	Hold	600	–	–	0.01%	200
2022 Q4	$23.3K	Hold	600	–	–	0.01%	195
2022 Q3	$20K	Hold	600	–	–	0.01%	191
2022 Q2	$22K	Hold	600	–	–	0.01%	189
2022 Q1	$26K	Hold	600	–	–	0.01%	199
2021 Q4	$27K	Buy	+600	New	+$25.9K	0.01%	207

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

Oak Harbor Wealth Partners's XLB Position: Q2 2026 in Review

Oak Harbor Wealth Partners held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 600 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #182.

Oak Harbor Wealth Partners first reported a position in XLB in Q4 2021 and has held it in 19 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Oak Harbor Wealth Partners held 600 shares of State Street Materials Select Sector SPDR ETF worth $30.5K as of Q2 2026.
Oak Harbor Wealth Partners 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 Oak Harbor Wealth Partners's portfolio in Q2 2026, its #182 holding.
Oak Harbor Wealth Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.