Westside Investment Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Westside Investment Management’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	$87.9K	Hold	1,730	–	–	0.01%	458
2026 Q1	$86.5K	Buy	1,730 +1,130	+188%	+$56.7K	0.01%	437
2025 Q4	$27.4K	Hold	600	–	–	﹤0.01%	751
2025 Q3	$26.8K	Hold	600	–	–	﹤0.01%	762
2025 Q2	$26.6K	Hold	600	–	–	﹤0.01%	592
2025 Q1	$25.8K	Hold	600	–	–	0.01%	515
2024 Q4	$25.2K	Sell	600 -100	-14%	-$4.63K	0.01%	520
2024 Q3	$33K	Hold	700	–	–	0.01%	473
2024 Q2	$30.9K	Hold	700	–	–	0.01%	460
2024 Q1	$32.5K	Hold	700	–	–	0.01%	440
2023 Q4	$29.9K	Hold	700	–	–	0.01%	438
2023 Q3	$27.5K	Hold	700	–	–	0.01%	440
2023 Q2	$29.1K	Hold	700	–	–	0.01%	440
2023 Q1	$28.2K	Hold	700	–	–	0.01%	447
2022 Q4	$11.7K	Buy	700 +100	+17%	+$3.84K	0.03%	186
2022 Q3	$6.81K	Hold	600	–	–	0.02%	215
2022 Q2	$8.92K	Hold	600	–	–	0.02%	199
2022 Q1	$8.93K	Hold	600	–	–	0.02%	197
2021 Q4	$8.05K	Hold	600	–	–	0.02%	193
2021 Q3	$8.05K	Hold	600	–	–	0.02%	195
2021 Q2	$8.25K	Hold	600	–	–	0.02%	192
2021 Q1	$7.89K	Buy	600 +200	+50%	+$7.55K	0.02%	182
2020 Q4	$14	Hold	400	–	–	﹤0.01%	474
2020 Q3	$12	Hold	400	–	–	﹤0.01%	484
2020 Q2	$11	Hold	400	–	–	﹤0.01%	477
2020 Q1	$9	Buy	+400	New	+$11K	﹤0.01%	486
2019 Q2	$11K	Buy	+400	New	+$11.3K	﹤0.01%	460
2018 Q4	$10.1K	Hold	400	–	–	﹤0.01%	469
2018 Q3	$11.7K	Hold	400	–	–	﹤0.01%	464
2018 Q2	$11.6K	Hold	400	–	–	﹤0.01%	530
2018 Q1	$11.1K	Hold	400	–	–	0.01%	521
2017 Q4	$12.6K	Hold	400	–	–	0.01%	516
2017 Q3	$11.6K	Hold	400	–	–	0.01%	516
2017 Q2	$10.9K	Hold	400	–	–	0.01%	518
2017 Q1	$10.5K	Buy	+400	New	+$10.4K	0.01%	488

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

Westside Investment Management's XLB Position: Q2 2026 in Review

Westside Investment Management held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 1,730 shares worth $87.9K. The position accounts for 0.01% of the portfolio, ranked #458.

Westside Investment Management first reported a position in XLB in Q1 2017 and has held it in 35 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Westside Investment Management held 1,730 shares of State Street Materials Select Sector SPDR ETF worth $87.9K as of Q2 2026.
Westside Investment Management left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #458 holding.
Westside Investment Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2017 and has held it in 35 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.