Vaughan David Investments’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Vaughan David Investments’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	$553K	Buy	+10,879	New	+$558K	0.01%	174

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

Vaughan David Investments's XLB Position: Q2 2026 in Review

Vaughan David Investments opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 10,879 shares worth $553K. The stake represents 0.01% of the portfolio and ranks #174 among its holdings.

926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Vaughan David Investments held 10,879 shares of State Street Materials Select Sector SPDR ETF worth $553K as of Q2 2026.
State Street Materials Select Sector SPDR ETF was a new Vaughan David Investments position in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.01% of Vaughan David Investments's portfolio in Q2 2026, its #174 holding.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.