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

Valley Wealth Managers’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	$23.6K	Hold	464	–	–	﹤0.01%	253
2026 Q1	$23.2K	Hold	464	–	–	﹤0.01%	244
2025 Q4	$21K	Sell	464 -46	-9%	-$2.03K	﹤0.01%	251
2025 Q3	$22.9K	Hold	510	–	–	﹤0.01%	237
2025 Q2	$22.4K	Buy	510 +66	+15%	+$2.8K	﹤0.01%	226
2025 Q1	$19.1K	Sell	444 -1,374	-76%	-$60K	﹤0.01%	247
2024 Q4	$76.5K	Hold	1,818	–	–	0.01%	195
2024 Q3	$87.6K	Sell	1,818 -198	-10%	-$9.03K	0.01%	196
2024 Q2	$89K	Sell	2,016 -494	-20%	-$22.3K	0.01%	200
2024 Q1	$117K	Hold	2,510	–	–	0.01%	193
2023 Q4	$107K	Hold	2,510	–	–	0.01%	194
2023 Q3	$98.6K	Hold	2,510	–	–	0.01%	200
2023 Q2	$104K	Sell	2,510 -40	-2%	-$1.59K	0.01%	179
2023 Q1	$103K	Sell	2,550 -980	-28%	-$39.7K	0.01%	187
2022 Q4	$137K	Hold	3,530	–	–	0.01%	183
2022 Q3	$120K	Buy	3,530 +434	+14%	+$16.3K	0.01%	200
2022 Q2	$114K	Buy	+3,096	New	+$130K	0.01%	215
2017 Q2	–	Sell	-290	Closed	-$8K	–	183
2017 Q1	$8K	Buy	290 +230	+383%	+$5.97K	﹤0.01%	176
2016 Q4	$1K	Hold	60	–	–	﹤0.01%	252
2016 Q3	$1K	Buy	+60	New	+$1.45K	﹤0.01%	202

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

Valley Wealth Managers's XLB Position: Q2 2026 in Review

Valley Wealth Managers held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 464 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Valley Wealth Managers first reported a position in XLB in Q3 2016 and has held it in 20 quarters since. The position peaked at $137K in Q4 2022. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Valley Wealth Managers held 464 shares of State Street Materials Select Sector SPDR ETF worth $23.6K as of Q2 2026.
Valley Wealth Managers 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 Valley Wealth Managers's portfolio in Q2 2026, its #253 holding.
Valley Wealth Managers first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2016 and has held it in 20 quarters since.
Valley Wealth Managers's State Street Materials Select Sector SPDR ETF position peaked at $137K in Q4 2022.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.