Ring Mountain Capital’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Ring Mountain Capital’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	$492K	Sell	9,671 -24	-0.2%	-$1.23K	0.21%	61
2026 Q1	$484K	Sell	9,695 -311	-3%	-$15.6K	0.26%	56
2025 Q4	$487K	Sell	10,006 -1,692	-14%	-$74.8K	0.25%	56
2025 Q3	$524K	Sell	11,698 -1,204	-9%	-$54.4K	0.29%	48
2025 Q2	$582K	Sell	12,902 -686	-5%	-$29.1K	0.35%	45
2025 Q1	$584K	Buy	13,588 +26	+0.2%	+$1.14K	0.44%	38
2024 Q4	$571K	Buy	+13,562	New	+$628K	0.38%	43

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

Ring Mountain Capital's XLB Position: Q2 2026 in Review

Ring Mountain Capital reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.25% in Q2 2026, selling an estimated $1.23K and leaving 9,671 shares worth $492K. The position accounts for 0.21% of the portfolio, ranked #61.

Ring Mountain Capital first reported a position in XLB in Q4 2024 and has held it in 7 quarters since. The position peaked at $584K in Q1 2025. 931 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Ring Mountain Capital held 9,671 shares of State Street Materials Select Sector SPDR ETF worth $492K as of Q2 2026.
Ring Mountain Capital sold 24 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $1.23K.
State Street Materials Select Sector SPDR ETF made up 0.21% of Ring Mountain Capital's portfolio in Q2 2026, its #61 holding.
Ring Mountain Capital first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Ring Mountain Capital's State Street Materials Select Sector SPDR ETF position peaked at $584K in Q1 2025.
931 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Ring Mountain Capital's 13F filing for Q2 2026, filed 11 Aug 2026.