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

Sherman 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	$26.9K	Hold	530	–	–	0.02%	101
2026 Q1	$26.5K	Hold	530	–	–	0.02%	106
2025 Q4	$24K	Hold	530	–	–	0.02%	118
2025 Q3	$23.7K	Hold	530	–	–	0.02%	118
2025 Q2	$23.3K	Hold	530	–	–	0.02%	119
2025 Q1	$22.8K	Hold	530	–	–	0.02%	125
2024 Q4	$22.3K	Buy	+530	New	+$24.5K	0.02%	124

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 22.9% 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

Sherman Asset Management's XLB Position: Q2 2026 in Review

Sherman Asset Management held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 530 shares worth $26.9K. The position accounts for 0.02% of the portfolio, ranked #101.

Sherman Asset Management first reported a position in XLB in Q4 2024 and has held it in 7 quarters since. 932 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Sherman Asset Management held 530 shares of State Street Materials Select Sector SPDR ETF worth $26.9K as of Q2 2026.
Sherman Asset Management left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.02% of Sherman Asset Management's portfolio in Q2 2026, its #101 holding.
Sherman Asset Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
932 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.