Whitener Capital Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Whitener Capital 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	$2.22M	Sell	43,770 -5	-0%	-$256	0.47%	48
2026 Q1	$2.19M	Buy	43,775 +1,228	+3%	+$61.6K	0.5%	45
2025 Q4	$1.93M	Buy	42,547 +3,359	+9%	+$148K	0.44%	48
2025 Q3	$1.76M	Sell	39,188 -640	-2%	-$28.9K	0.42%	53
2025 Q2	$1.75M	Buy	39,828 +1,186	+3%	+$50.3K	0.46%	48
2025 Q1	$1.66M	Buy	38,642 +3,208	+9%	+$140K	0.47%	50
2024 Q4	$1.49M	Buy	35,434 +2,564	+8%	+$119K	0.42%	52
2024 Q3	$1.58M	Buy	32,870 +2,536	+8%	+$116K	0.45%	54
2024 Q2	$1.34M	Buy	30,334 +12,940	+74%	+$585K	0.41%	53
2024 Q1	$808K	Buy	+17,394	New	+$748K	0.26%	75
2019 Q4	–	Sell	-1,250	Closed	-$36K	–	446
2019 Q3	$36K	Hold	1,250	–	–	0.02%	253
2019 Q2	$36K	Hold	1,250	–	–	0.02%	248
2019 Q1	$34K	Hold	1,250	–	–	0.02%	246
2018 Q4	$31K	Hold	1,250	–	–	0.02%	229
2018 Q3	$36K	Buy	+1,250	New	+$36.9K	0.02%	235
2018 Q2	–	Sell	-922	Closed	-$26K	–	417
2018 Q1	$26K	Buy	922 +22	+2%	+$667	0.02%	255
2017 Q4	$27K	Buy	+900	New	+$26.5K	0.02%	230

Other funds holding XLB

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return