Acorn Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Acorn Wealth Advisors’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	$219K	Buy	4,304 +236	+6%	+$12.1K	0.05%	286
2026 Q1	$203K	Buy	+4,068	New	+$204K	0.06%	259
2018 Q3	–	Sell	-4,666	Closed	-$135K	–	453
2018 Q2	$135K	Hold	4,666	–	–	0.11%	145
2018 Q1	$134K	Hold	4,666	–	–	0.12%	144
2017 Q4	$146K	Buy	+4,666	New	+$137K	0.13%	130

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

Acorn Wealth Advisors's XLB Position: Q2 2026 in Review

Acorn Wealth Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 5.8% in Q2 2026, buying an estimated $12.1K and bringing the position to 4,304 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #286.

Acorn Wealth Advisors first reported a position in XLB in Q4 2017 and has held it in 5 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Acorn Wealth Advisors held 4,304 shares of State Street Materials Select Sector SPDR ETF worth $219K as of Q2 2026.
Acorn Wealth Advisors bought 236 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $12.1K.
State Street Materials Select Sector SPDR ETF made up 0.05% of Acorn Wealth Advisors's portfolio in Q2 2026, its #286 holding.
Acorn Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2017 and has held it in 5 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.