Wealth Enhancement Advisory Services’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Wealth Enhancement Advisory Services’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	$2.43M	Buy	47,841 +6,796	+17%	+$349K	﹤0.01%	1447
2026 Q1	$2.07M	Sell	41,045 -5,052	-11%	-$253K	﹤0.01%	1380
2025 Q4	$2.19M	Buy	46,097 +3,441	+8%	+$152K	﹤0.01%	1460
2025 Q3	$1.91M	Buy	42,656 +4,006	+10%	+$181K	﹤0.01%	1470
2025 Q2	$1.77M	Sell	38,650 -3,674	-9%	-$156K	﹤0.01%	1423
2025 Q1	$1.82M	Sell	42,324 -7,500	-15%	-$328K	﹤0.01%	1297
2024 Q4	$2.1M	Buy	49,824 +3,406	+7%	+$158K	﹤0.01%	1166
2024 Q3	$2.24M	Sell	46,418 -10,336	-18%	-$471K	﹤0.01%	1001
2024 Q2	$2.51M	Buy	56,754 +254	+0.4%	+$11.5K	0.01%	900
2024 Q1	$2.62M	Sell	56,500 -448	-0.8%	-$19.3K	0.01%	854
2023 Q4	$2.44M	Buy	56,948 +9,604	+20%	+$384K	0.01%	845
2023 Q3	$1.86M	Buy	47,344 +42,308	+840%	+$1.74M	0.01%	886
2023 Q2	$209K	Sell	5,036 -1,658	-25%	-$65.9K	﹤0.01%	495
2023 Q1	$270K	Buy	6,694 +1,410	+27%	+$57.1K	﹤0.01%	459
2022 Q4	$219K	Buy	+5,284	New	+$203K	﹤0.01%	312

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

Wealth Enhancement Advisory Services's XLB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 17% in Q2 2026, buying an estimated $349K and bringing the position to 47,841 shares worth $2.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Wealth Enhancement Advisory Services first reported a position in XLB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.62M in Q1 2024. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Wealth Enhancement Advisory Services held 47,841 shares of State Street Materials Select Sector SPDR ETF worth $2.43M as of Q2 2026.
Wealth Enhancement Advisory Services bought 6,796 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $349K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1447 holding.
Wealth Enhancement Advisory Services first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Wealth Enhancement Advisory Services's State Street Materials Select Sector SPDR ETF position peaked at $2.62M in Q1 2024.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.