Wellington Shields & Co’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Wellington Shields & Co’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	$2.03K	Buy	+40	New	+$2.05K	﹤0.01%	329

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 Shields & Co's XLB Position: Q2 2026 in Review

Wellington Shields & Co opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 40 shares worth $2.03K. The stake represents ﹤0.01% of the portfolio and ranks #329 among its holdings.

924 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Wellington Shields & Co held 40 shares of State Street Materials Select Sector SPDR ETF worth $2.03K as of Q2 2026.
State Street Materials Select Sector SPDR ETF was a new Wellington Shields & Co position in Q2 2026.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Wellington Shields & Co's portfolio in Q2 2026, its #329 holding.
924 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.