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

SteelPeak Wealth’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	$3.94M	Buy	+77,600	New	+$3.98M	0.1%	149
2024 Q4	–	Sell	-70,004	Closed	-$3.37M	–	644
2024 Q3	$3.37M	Buy	70,004 +6,714	+11%	+$306K	0.15%	116
2024 Q2	$2.79M	Buy	63,290 +35,496	+128%	+$1.6M	0.13%	130
2024 Q1	$1.29M	Buy	+27,794	New	+$1.2M	0.07%	198
2023 Q2	–	Sell	-31,124	Closed	-$1.26M	–	507
2023 Q1	$1.26M	Sell	31,124 -47,220	-60%	-$1.91M	0.09%	155
2022 Q4	$3.04M	Buy	+78,344	New	+$3.01M	0.22%	94

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

SteelPeak Wealth's XLB Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 77,600 shares worth $3.94M. The stake represents 0.1% of the portfolio and ranks #149 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in XLB as recently as Q3 2024.

SteelPeak Wealth first reported a position in XLB in Q4 2022 and has held it in 6 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

SteelPeak Wealth held 77,600 shares of State Street Materials Select Sector SPDR ETF worth $3.94M as of Q2 2026.
State Street Materials Select Sector SPDR ETF was a new SteelPeak Wealth position in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.1% of SteelPeak Wealth's portfolio in Q2 2026, its #149 holding.
SteelPeak Wealth first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2022 and has held it in 6 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.