Summit Financial’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Summit Financial’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	$1.53M	Buy	30,671 +5,811	+23%	+$291K	0.02%	644
2025 Q4	$1.13M	Buy	24,860 +9,396	+61%	+$415K	0.02%	625
2025 Q3	$693K	Buy	15,464 +324	+2%	+$14.6K	0.01%	769
2025 Q2	$665K	Buy	15,140 +1,646	+12%	+$69.8K	0.02%	504
2025 Q1	$580K	Sell	13,494 -1,724	-11%	-$75.3K	0.02%	482
2024 Q4	$640K	Buy	15,218 +180	+1%	+$8.33K	0.02%	403
2024 Q3	$725K	Buy	15,038 +7,316	+95%	+$334K	0.03%	309
2024 Q2	$341K	Buy	7,722 +3,260	+73%	+$147K	0.02%	393
2024 Q1	$207K	Buy	+4,462	New	+$192K	0.01%	366

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 $377B AUM 19.32% 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

Summit Financial's XLB Position: Q1 2026 in Review

Summit Financial increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 23% in Q1 2026, buying an estimated $291K and bringing the position to 30,671 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #644.

Summit Financial first reported a position in XLB in Q1 2024 and has held it in 9 quarters since. 898 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Summit Financial held 30,671 shares of State Street Materials Select Sector SPDR ETF worth $1.53M as of Q1 2026.
Summit Financial bought 5,811 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $291K.
State Street Materials Select Sector SPDR ETF made up 0.02% of Summit Financial's portfolio in Q1 2026, its #644 holding.
Summit Financial first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
898 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.