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Stonebridge Financial Group, LLC/CA’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$207K Buy
+4,092
New +$210K 0.03% 282

Other funds holding XLB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's XLB Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 4,092 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #282 among its holdings.

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

  • Stonebridge Financial Group, LLC/CA held 4,092 shares of State Street Materials Select Sector SPDR ETF worth $207K as of Q2 2026.
  • State Street Materials Select Sector SPDR ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • State Street Materials Select Sector SPDR ETF made up 0.03% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #282 holding.
  • 768 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.