Private Wealth Asset Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Private Wealth Asset Management’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	$389K	Sell	7,660 -270	-3%	-$13.8K	0.04%	199
2026 Q1	$396K	Hold	7,930	–	–	0.04%	187
2025 Q4	$360K	Hold	7,930	–	–	0.04%	199
2025 Q3	$355K	Sell	7,930 -420	-5%	-$19K	0.04%	189
2025 Q2	$367K	Buy	8,350 +420	+5%	+$17.8K	0.05%	184
2025 Q1	$341K	Buy	+7,930	New	+$347K	0.05%	182

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

Private Wealth Asset Management's XLB Position: Q2 2026 in Review

Private Wealth Asset Management reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 3.4% in Q2 2026, selling an estimated $13.8K and leaving 7,660 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #199.

Private Wealth Asset Management first reported a position in XLB in Q1 2025 and has held it in 6 quarters since. The position peaked at $396K in Q1 2026. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Private Wealth Asset Management held 7,660 shares of State Street Materials Select Sector SPDR ETF worth $389K as of Q2 2026.
Private Wealth Asset Management sold 270 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $13.8K.
State Street Materials Select Sector SPDR ETF made up 0.04% of Private Wealth Asset Management's portfolio in Q2 2026, its #199 holding.
Private Wealth Asset Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's State Street Materials Select Sector SPDR ETF position peaked at $396K in Q1 2026.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.