Pension & Wealth Management Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Pension & Wealth Management 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	$11.6K	Hold	227	–	–	﹤0.01%	432
2026 Q1	$11.4K	Hold	227	–	–	﹤0.01%	388
2025 Q4	$10.3K	Buy	227 +1	+0.4%	+$44	﹤0.01%	412
2025 Q3	$10.2K	Hold	226	–	–	﹤0.01%	405
2025 Q2	$9.93K	Buy	226 +2	+0.9%	+$85	﹤0.01%	364
2025 Q1	$9.68K	Buy	+224	New	+$9.79K	﹤0.01%	364

Other funds holding XLB

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Pension & Wealth Management Advisors's XLB Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 227 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Pension & Wealth Management Advisors first reported a position in XLB in Q1 2025 and has held it in 6 quarters since. 878 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Pension & Wealth Management Advisors held 227 shares of State Street Materials Select Sector SPDR ETF worth $11.6K as of Q2 2026.
Pension & Wealth Management Advisors 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 Pension & Wealth Management Advisors's portfolio in Q2 2026, its #432 holding.
Pension & Wealth Management Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
878 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.