Wellington-Altus USA’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Wellington-Altus USA’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	–	Sell	-2,501	Closed	-$127K	–	711
2026 Q1	$127K	Buy	+2,501	New	+$125K	0.07%	209

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

Wellington-Altus USA's XLB Position: Q2 2026 in Review

Wellington-Altus USA sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026, closing a stake of 2,501 shares — an estimated $127K sold.

Wellington-Altus USA first reported a position in XLB in Q1 2026 and held it in 1 quarter. The position peaked at $127K in Q1 2026. 931 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Wellington-Altus USA reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Wellington-Altus USA sold 2,501 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $127K.
Wellington-Altus USA first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
Wellington-Altus USA's State Street Materials Select Sector SPDR ETF position peaked at $127K in Q1 2026.
931 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.