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

Spire 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 Q2	$11.1K	Sell	218 -134	-38%	-$6.87K	﹤0.01%	1617
2026 Q1	$17.6K	Sell	352 -57	-14%	-$2.86K	﹤0.01%	1464
2025 Q4	$18.5K	Sell	409 -35	-8%	-$1.55K	﹤0.01%	1512
2025 Q3	$19.9K	Sell	444 -30,330	-99%	-$1.37M	﹤0.01%	1536
2025 Q2	$1.35M	Sell	30,774 -8,508	-22%	-$361K	0.05%	307
2025 Q1	$1.69M	Sell	39,282 -334	-0.8%	-$14.6K	0.05%	291
2024 Q4	$1.67M	Buy	39,616 +1,398	+4%	+$64.7K	0.05%	271
2024 Q3	$1.84M	Sell	38,218 -5,710	-13%	-$260K	0.06%	247
2024 Q2	$1.94M	Sell	43,928 -6,874	-14%	-$311K	0.07%	238
2024 Q1	$5.98M	Sell	50,802 -892	-2%	-$38.4K	0.11%	133
2023 Q4	$2.13M	Buy	51,694 +4,956	+11%	+$198K	0.07%	229
2023 Q3	$1.84M	Buy	46,738 +6,148	+15%	+$252K	0.07%	234
2023 Q2	$1.68M	Sell	40,590 -9,490	-19%	-$377K	0.06%	259
2023 Q1	$2.02M	Buy	50,080 +12,770	+34%	+$517K	0.08%	230
2022 Q4	$1.45M	Buy	37,310 +1,104	+3%	+$42.4K	0.08%	196
2022 Q3	$1.23M	Sell	36,206 -20,012	-36%	-$752K	0.07%	182
2022 Q2	$2.07M	Sell	56,218 -22,902	-29%	-$958K	0.09%	209
2022 Q1	$4.39M	Sell	79,120 -22,326	-22%	-$952K	0.12%	167
2021 Q4	$4.62M	Buy	101,446 +6,606	+7%	+$285K	0.1%	181
2021 Q3	$3.75M	Sell	94,840 -58,534	-38%	-$2.43M	0.1%	192
2021 Q2	$6.33M	Buy	153,374 +35,362	+30%	+$1.49M	0.17%	141
2021 Q1	$4.64M	Buy	+118,012	New	+$4.45M	0.12%	170

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

Spire Wealth Management's XLB Position: Q2 2026 in Review

Spire Wealth Management reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 38% in Q2 2026, selling an estimated $6.87K and leaving 218 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

Spire Wealth Management first reported a position in XLB in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.33M in Q2 2021. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Spire Wealth Management held 218 shares of State Street Materials Select Sector SPDR ETF worth $11.1K as of Q2 2026.
Spire Wealth Management sold 134 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $6.87K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1617 holding.
Spire Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $6.33M in Q2 2021.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.