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

Strategic Wealth Partners’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	$53.4K	Hold	1,050	–	–	﹤0.01%	508
2026 Q1	$52.5K	Hold	1,050	–	–	﹤0.01%	506
2025 Q4	$47.6K	Sell	1,050 -740	-41%	-$32.7K	﹤0.01%	527
2025 Q3	$80.3K	Sell	1,790 -216	-11%	-$9.77K	0.01%	476
2025 Q2	$88.1K	Buy	+2,006	New	+$85K	0.01%	411
2024 Q2	–	Sell	-4,866	Closed	-$226K	–	310
2024 Q1	$226K	Buy	+4,866	New	+$209K	0.02%	259

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

Strategic Wealth Partners's XLB Position: Q2 2026 in Review

Strategic Wealth Partners held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 1,050 shares worth $53.4K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Strategic Wealth Partners first reported a position in XLB in Q1 2024 and has held it in 6 quarters since. The position peaked at $226K in Q1 2024. 931 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Strategic Wealth Partners held 1,050 shares of State Street Materials Select Sector SPDR ETF worth $53.4K as of Q2 2026.
Strategic Wealth Partners left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #508 holding.
Strategic Wealth Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2024 and has held it in 6 quarters since.
Strategic Wealth Partners's State Street Materials Select Sector SPDR ETF position peaked at $226K in Q1 2024.
931 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.