Prestige Wealth Management Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Prestige Wealth Management Group’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	$7.3M	Buy	143,571 +143,313	+55,548%	+$7.35M	1.32%	19
2026 Q1	$12.9K	Sell	258 -4,706	-95%	-$236K	﹤0.01%	391
2025 Q4	$225K	Sell	4,964 -284,622	-98%	-$12.6M	0.04%	155
2025 Q3	$13M	Sell	289,586 -1,318	-0.5%	-$59.6K	2.5%	9
2025 Q2	$12.8M	Buy	290,904 +290,008	+32,367%	+$12.3M	2.6%	9
2025 Q1	$38.5K	Sell	896 -274,138	-100%	-$12M	0.01%	280
2024 Q4	$11.6M	Buy	+275,034	New	+$12.7M	2.41%	10
2023 Q3	–	Sell	-2,672	Closed	-$111K	–	1094
2023 Q2	$111K	Buy	2,672 +2,632	+6,580%	+$105K	0.03%	195
2023 Q1	$1.61K	Hold	40	–	–	﹤0.01%	787
2022 Q4	$1.55K	Sell	40 -241,604	-100%	-$9.28M	﹤0.01%	889
2022 Q3	$8.22M	Buy	241,644 +241,604	+604,010%	+$9.08M	2.31%	12
2022 Q2	$1K	Sell	40 -200	-83%	-$8.37K	﹤0.01%	948
2022 Q1	$11K	Hold	240	–	–	﹤0.01%	453
2021 Q4	$11K	Hold	240	–	–	﹤0.01%	476
2021 Q3	$9K	Buy	240 +200	+500%	+$8.31K	﹤0.01%	516
2021 Q2	$2K	Sell	40 -200	-83%	-$8.43K	﹤0.01%	836
2021 Q1	$9K	Hold	240	–	–	﹤0.01%	506
2020 Q4	$9K	Sell	240 -8	-3%	-$274	﹤0.01%	481
2020 Q3	$8K	Hold	248	–	–	﹤0.01%	481
2020 Q2	$7K	Sell	248 -143,138	-100%	-$3.77M	﹤0.01%	485
2020 Q1	$3.23M	Buy	143,386 +139,134	+3,272%	+$3.82M	1.36%	13
2019 Q4	$130K	Buy	4,252 +3,884	+1,055%	+$115K	0.07%	147
2019 Q3	$11K	Hold	368	–	–	0.01%	332
2019 Q2	$11K	Hold	368	–	–	0.01%	321
2019 Q1	$10K	Hold	368	–	–	0.01%	341
2018 Q4	$9K	Buy	+368	New	+$9.81K	0.01%	466

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

Prestige Wealth Management Group's XLB Position: Q2 2026 in Review

Prestige Wealth Management Group increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 55,548% in Q2 2026, buying an estimated $7.35M and bringing the position to 143,571 shares worth $7.3M. The position accounts for 1.32% of the portfolio, ranked #19.

Prestige Wealth Management Group first reported a position in XLB in Q4 2018 and has held it in 26 quarters since. The position peaked at $13M in Q3 2025. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Prestige Wealth Management Group held 143,571 shares of State Street Materials Select Sector SPDR ETF worth $7.3M as of Q2 2026.
Prestige Wealth Management Group bought 143,313 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $7.35M.
State Street Materials Select Sector SPDR ETF made up 1.32% of Prestige Wealth Management Group's portfolio in Q2 2026, its #19 holding.
Prestige Wealth Management Group first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2018 and has held it in 26 quarters since.
Prestige Wealth Management Group's State Street Materials Select Sector SPDR ETF position peaked at $13M in Q3 2025.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.