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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
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
$1.37T 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
$152B AUM
31.61%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B 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
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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