WealthShield Partners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

WealthShield Partners’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	$762	Buy	15 +12	+400%	+$615	﹤0.01%	376
2026 Q1	$150	Buy	+3	New	+$150	﹤0.01%	606
2025 Q2	–	Sell	-740	Closed	-$31.8K	–	576
2025 Q1	$31.8K	Buy	740 +4	+0.5%	+$175	﹤0.01%	434
2024 Q4	$31K	Buy	736 +2	+0.3%	+$93	﹤0.01%	399
2024 Q3	$35.3K	Buy	734 +4	+0.5%	+$182	﹤0.01%	401
2024 Q2	$32.2K	Buy	730 +4	+0.6%	+$181	﹤0.01%	382
2024 Q1	$33.7K	Buy	726 +2	+0.3%	+$86	0.01%	369
2023 Q4	$31K	Sell	724 -1,994	-73%	-$79.7K	0.01%	387
2023 Q3	$107K	Buy	2,718 +2	+0.1%	+$82	0.02%	337
2023 Q2	$113K	Buy	2,716 +4	+0.1%	+$159	0.02%	328
2023 Q1	$109K	Buy	+2,712	New	+$110K	0.02%	334
2021 Q2	–	Sell	-3,000	Closed	-$118K	–	1172
2021 Q1	$118K	Buy	+3,000	New	+$113K	0.02%	319
2020 Q1	–	Sell	-2,716	Closed	-$83K	–	306
2019 Q4	$83K	Buy	2,716 +2,112	+350%	+$62.4K	0.04%	196
2019 Q3	$18K	Hold	604	–	–	0.01%	224
2019 Q2	$18K	Hold	604	–	–	0.01%	199
2019 Q1	$17K	Hold	604	–	–	0.01%	223
2018 Q4	$15K	Hold	604	–	–	0.01%	193
2018 Q3	$17K	Hold	604	–	–	0.01%	195
2018 Q2	$18K	Sell	604 -8,082	-93%	-$237K	0.01%	187
2018 Q1	$247K	Sell	8,686 -99,676	-92%	-$3.02M	0.16%	103
2017 Q4	$3.33M	Buy	+108,362	New	+$3.19M	2.03%	14

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

WealthShield Partners's XLB Position: Q2 2026 in Review

WealthShield Partners increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 400% in Q2 2026, buying an estimated $615 and bringing the position to 15 shares worth $762. The position accounts for ﹤0.01% of the portfolio, ranked #376.

WealthShield Partners first reported a position in XLB in Q4 2017 and has held it in 21 quarters since. The position peaked at $3.33M in Q4 2017. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

WealthShield Partners held 15 shares of State Street Materials Select Sector SPDR ETF worth $762 as of Q2 2026.
WealthShield Partners bought 12 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $615.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q2 2026, its #376 holding.
WealthShield Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2017 and has held it in 21 quarters since.
WealthShield Partners's State Street Materials Select Sector SPDR ETF position peaked at $3.33M in Q4 2017.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.