Wilson & Boucher Capital Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Wilson & Boucher 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	$1.5M	Sell	29,534 -600	-2%	-$30.8K	0.88%	29
2026 Q1	$1.51M	Buy	30,134 +150	+0.5%	+$7.52K	1%	28
2025 Q4	$1.36M	Sell	29,984 -650	-2%	-$28.7K	0.89%	30
2025 Q3	$1.37M	Sell	30,634 -600	-2%	-$27.1K	0.9%	29
2025 Q2	$1.37M	Hold	31,234	–	–	0.96%	27
2025 Q1	$1.34M	Sell	31,234 -1,502	-5%	-$65.6K	1%	26
2024 Q4	$1.38M	Sell	32,736 -100	-0.3%	-$4.63K	0.98%	26
2024 Q3	$1.58M	Sell	32,836 -1,400	-4%	-$63.8K	1.09%	22
2024 Q2	$1.51M	Buy	34,236 +1,000	+3%	+$45.2K	1.16%	22
2024 Q1	$1.54M	Sell	33,236 -2,730	-8%	-$117K	1.22%	23
2023 Q4	$1.54M	Hold	35,966	–	–	1.3%	21
2023 Q3	$1.41M	Buy	35,966 +1,300	+4%	+$53.4K	1.34%	20
2023 Q2	$1.44M	Sell	34,666 -780	-2%	-$31K	1.29%	22
2023 Q1	$1.43M	Sell	35,446 -200	-0.6%	-$8.1K	1.37%	21
2022 Q4	$1.38M	Sell	35,646 -1,000	-3%	-$38.4K	1.42%	23
2022 Q3	$1.25M	Hold	36,646	–	–	1.45%	20
2022 Q2	$1.35M	Sell	36,646 -200	-0.5%	-$8.37K	1.48%	19
2022 Q1	$1.62M	Buy	36,846 +3,220	+10%	+$137K	1.47%	18
2021 Q4	$1.52M	Buy	+33,626	New	+$1.45M	1.37%	19

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 22.9% 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

Wilson & Boucher Capital Management's XLB Position: Q2 2026 in Review

Wilson & Boucher Capital Management reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 2% in Q2 2026, selling an estimated $30.8K and leaving 29,534 shares worth $1.5M. The position accounts for 0.88% of the portfolio, ranked #29.

Wilson & Boucher Capital Management first reported a position in XLB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.62M in Q1 2022. 932 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Wilson & Boucher Capital Management held 29,534 shares of State Street Materials Select Sector SPDR ETF worth $1.5M as of Q2 2026.
Wilson & Boucher Capital Management sold 600 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $30.8K.
State Street Materials Select Sector SPDR ETF made up 0.88% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #29 holding.
Wilson & Boucher Capital Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Wilson & Boucher Capital Management's State Street Materials Select Sector SPDR ETF position peaked at $1.62M in Q1 2022.
932 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.