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 Q2	$1.43M	Sell	28,066 -1,921	-6%	-$98.5K	0.16%	128
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 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

Premier Path Wealth Partners's XLB Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 6.4% in Q2 2026, selling an estimated $98.5K and leaving 28,066 shares worth $1.43M. The position accounts for 0.16% of the portfolio, ranked #128.

Premier Path Wealth Partners first reported a position in XLB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.99M in Q3 2024. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Premier Path Wealth Partners held 28,066 shares of State Street Materials Select Sector SPDR ETF worth $1.43M as of Q2 2026.
Premier Path Wealth Partners sold 1,921 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $98.5K.
State Street Materials Select Sector SPDR ETF made up 0.16% of Premier Path Wealth Partners's portfolio in Q2 2026, its #128 holding.
Premier Path Wealth Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's State Street Materials Select Sector SPDR ETF position peaked at $1.99M in Q3 2024.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.