Wealthspire Advisors (New York)’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Wealthspire Advisors (New York)’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	$215K	Buy	+4,300	New	+$216K	﹤0.01%	839
2025 Q4	–	Sell	-3,916	Closed	-$175K	–	2930
2025 Q3	$175K	Buy	+3,916	New	+$177K	﹤0.01%	839
2024 Q4	–	Sell	-4,408	Closed	-$212K	–	841
2024 Q3	$212K	Buy	+4,408	New	+$201K	﹤0.01%	696
2024 Q1	–	Sell	-5,122	Closed	-$219K	–	674
2023 Q4	$219K	Buy	+5,122	New	+$205K	﹤0.01%	593
2019 Q1	–	Sell	-128	Closed	-$3K	–	811
2018 Q4	$3K	Buy	+128	New	+$3.41K	﹤0.01%	727

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 $445B AUM 25.58% 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

Wealthspire Advisors (New York)'s XLB Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q1 2026: 4,300 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #839 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in XLB as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in XLB in Q4 2018 and has held it in 5 quarters since. The position peaked at $219K in Q4 2023. 900 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Wealthspire Advisors (New York) held 4,300 shares of State Street Materials Select Sector SPDR ETF worth $215K as of Q1 2026.
State Street Materials Select Sector SPDR ETF was a new Wealthspire Advisors (New York) position in Q1 2026.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #839 holding.
Wealthspire Advisors (New York) first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2018 and has held it in 5 quarters since.
Wealthspire Advisors (New York)'s State Street Materials Select Sector SPDR ETF position peaked at $219K in Q4 2023.
900 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.