Premier Path Wealth Partners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Premier Path 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 Q1	$1.5M	Sell	29,987 -6,738	-18%	-$338K	0.2%	115
2025 Q4	$1.67M	Sell	36,725 -2,249	-6%	-$99.4K	0.22%	98
2025 Q3	$1.75M	Sell	38,974 -1,248	-3%	-$56.4K	0.22%	95
2025 Q2	$1.77M	Buy	40,222 +1,200	+3%	+$50.9K	0.25%	96
2025 Q1	$1.68M	Sell	39,022 -4,050	-9%	-$177K	0.26%	89
2024 Q4	$1.81M	Buy	43,072 +1,732	+4%	+$80.2K	0.28%	85
2024 Q3	$1.99M	Buy	41,340 +1,252	+3%	+$57.1K	0.31%	75
2024 Q2	$1.77M	Buy	40,088 +992	+3%	+$44.8K	0.3%	79
2024 Q1	$1.81M	Buy	39,096 +5,926	+18%	+$255K	0.34%	75
2023 Q4	$1.44M	Buy	+33,170	New	+$1.33M	0.32%	76

Other funds holding XLB

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return