Viewpoint Capital Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Viewpoint Capital Management’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	–	Sell	-120	Closed	-$6K	–	140
2026 Q1	$6K	Hold	120	–	–	﹤0.01%	128
2025 Q4	$5.44K	Hold	120	–	–	﹤0.01%	127
2025 Q3	$5.38K	Hold	120	–	–	﹤0.01%	138
2025 Q2	$5.27K	Hold	120	–	–	﹤0.01%	130
2025 Q1	$5.16K	Hold	120	–	–	﹤0.01%	135
2024 Q4	$5.05K	Hold	120	–	–	﹤0.01%	131
2024 Q3	$5.82K	Hold	120	–	–	﹤0.01%	131
2024 Q2	$5.3K	Hold	120	–	–	﹤0.01%	132
2024 Q1	$5.57K	Hold	120	–	–	﹤0.01%	129
2023 Q4	$5.13K	Hold	120	–	–	﹤0.01%	127
2023 Q3	$4.71K	Buy	+120	New	+$4.93K	﹤0.01%	122
2023 Q2	–	Sell	-120	Closed	-$4.84K	–	126
2023 Q1	$4.84K	Hold	120	–	–	﹤0.01%	113
2022 Q4	$4.66K	Buy	120 +20	+20%	+$768	﹤0.01%	111
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	108
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	113
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	113
2021 Q4	$5K	Buy	+100	New	+$4.32K	﹤0.01%	116

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

Viewpoint Capital Management's XLB Position: Q2 2026 in Review

Viewpoint Capital Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026, closing a stake of 120 shares — an estimated $6K sold.

Viewpoint Capital Management first reported a position in XLB in Q4 2021 and held it in 17 quarters. The position peaked at $6K in Q1 2026. 928 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Viewpoint Capital Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Viewpoint Capital Management sold 120 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $6K.
Viewpoint Capital Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and held it in 17 quarters.
Viewpoint Capital Management's State Street Materials Select Sector SPDR ETF position peaked at $6K in Q1 2026.
928 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.