WWMSC
XLB icon

Wagner Wealth Management (South Carolina)’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$7.98K Buy
+157
New +$8.05K ﹤0.01% 235
2021
Q3 		– Sell
-250
Closed -$10K – 719
2021
Q2 		$10K Buy
+250
New +$10.5K 0.01% 497

Other funds holding XLB

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s XLB Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 157 shares worth $7.98K. The stake represents ﹤0.01% of the portfolio and ranks #235 among its holdings. This is a return to the name: Wagner Wealth Management (South Carolina) previously reported a position in XLB as recently as Q2 2021.

Wagner Wealth Management (South Carolina) first reported a position in XLB in Q2 2021 and has held it in 2 quarters since. The position peaked at $10K in Q2 2021. 293 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 157 shares of State Street Materials Select Sector SPDR ETF worth $7.98K as of Q2 2026.
  • State Street Materials Select Sector SPDR ETF was a new Wagner Wealth Management (South Carolina) position in Q2 2026.
  • State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #235 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2021 and has held it in 2 quarters since.
  • Wagner Wealth Management (South Carolina)'s State Street Materials Select Sector SPDR ETF position peaked at $10K in Q2 2021.
  • 293 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.