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 Q2	$346K	Buy	6,816 +2,516	+59%	+$129K	﹤0.01%	943
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 $1.55T 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 22.9% 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

Wealthspire Advisors (New York)'s XLB Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 59% in Q2 2026, buying an estimated $129K and bringing the position to 6,816 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Wealthspire Advisors (New York) first reported a position in XLB in Q4 2018 and has held it in 6 quarters since. 932 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Wealthspire Advisors (New York) held 6,816 shares of State Street Materials Select Sector SPDR ETF worth $346K as of Q2 2026.
Wealthspire Advisors (New York) bought 2,516 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $129K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #943 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 6 quarters since.
932 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.