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

SHP Wealth 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 Q1	$6.3K	Hold	126	–	–	﹤0.01%	1017
2025 Q4	$5.71K	Buy	+126	New	+$5.57K	﹤0.01%	957

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SHP Wealth Management's XLB Position: Q1 2026 in Review

SHP Wealth Management held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q1 2026 at 126 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

SHP Wealth Management first reported a position in XLB in Q4 2025 and has held it in 2 quarters since. 900 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

SHP Wealth Management held 126 shares of State Street Materials Select Sector SPDR ETF worth $6.3K as of Q1 2026.
SHP Wealth Management left its State Street Materials Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1017 holding.
SHP Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
900 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.