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	–	441
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

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

Whitener Capital Management's XLB Position: Q2 2026 in Review

Whitener Capital Management reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.01% in Q2 2026, selling an estimated $256 and leaving 43,770 shares worth $2.22M. The position accounts for 0.47% of the portfolio, ranked #48.

Whitener Capital Management first reported a position in XLB in Q4 2017 and has held it in 17 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Whitener Capital Management held 43,770 shares of State Street Materials Select Sector SPDR ETF worth $2.22M as of Q2 2026.
Whitener Capital Management sold 5 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $256.
State Street Materials Select Sector SPDR ETF made up 0.47% of Whitener Capital Management's portfolio in Q2 2026, its #48 holding.
Whitener Capital Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2017 and has held it in 17 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.