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 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 $1.37T 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

Viewpoint Capital Management's XLB Position: Q1 2026 in Review

Viewpoint Capital Management held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q1 2026 at 120 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #128.

Viewpoint Capital Management first reported a position in XLB in Q4 2021 and has held it in 17 quarters since. 898 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Viewpoint Capital Management held 120 shares of State Street Materials Select Sector SPDR ETF worth $6K as of Q1 2026.
Viewpoint Capital Management left its State Street Materials Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Viewpoint Capital Management's portfolio in Q1 2026, its #128 holding.
Viewpoint Capital Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
898 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.