Union Savings Bank’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Union Savings Bank’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	$102K	Hold	2,000	–	–	0.04%	177
2026 Q1	$99.9K	Hold	2,000	–	–	0.04%	173
2025 Q4	$90.7K	Buy	+2,000	New	+$88.4K	0.04%	185
2025 Q2	$87.7K	Hold	2,000	–	–	0.04%	188
2025 Q1	$86K	Hold	2,000	–	–	0.04%	190
2024 Q4	$84.1K	Hold	2,000	–	–	0.04%	191
2024 Q3	$96.4K	Hold	2,000	–	–	0.05%	182
2024 Q2	$88.3K	Sell	2,000 -244	-11%	-$11K	0.05%	186
2024 Q1	$104K	Hold	2,244	–	–	0.05%	174
2023 Q4	$96K	Hold	2,244	–	–	0.05%	178
2023 Q3	$88.1K	Hold	2,244	–	–	0.05%	177
2023 Q2	$96.2K	Buy	+2,244	New	+$89.2K	0.06%	169

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

Union Savings Bank's XLB Position: Q2 2026 in Review

Union Savings Bank held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 2,000 shares worth $102K. The position accounts for 0.04% of the portfolio, ranked #177.

Union Savings Bank first reported a position in XLB in Q2 2023 and has held it in 12 quarters since. The position peaked at $104K in Q1 2024. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Union Savings Bank held 2,000 shares of State Street Materials Select Sector SPDR ETF worth $102K as of Q2 2026.
Union Savings Bank left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.04% of Union Savings Bank's portfolio in Q2 2026, its #177 holding.
Union Savings Bank first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's State Street Materials Select Sector SPDR ETF position peaked at $104K in Q1 2024.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.