Adapt Investment Managers’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Adapt Investment Managers’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	$178M	Buy	3,500,000 +1,500,000	+75%	+$76.9M	1.42%	14
2026 Q1	$99.9M	Buy	+2,000,000	New	+$100M	1.32%	15

Other funds holding XLB

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

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

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return