Advisor OS’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Advisor OS’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	$2.15M	Buy	42,233 +3,384	+9%	+$174K	0.14%	108
2026 Q1	$1.94M	Buy	+38,849	New	+$1.95M	0.14%	108
2023 Q2	–	Sell	-78,742	Closed	-$3.18M	–	306
2023 Q1	$3.18M	Buy	+78,742	New	+$3.19M	0.76%	27
2021 Q3	–	Sell	-6,942	Closed	-$285K	–	232
2021 Q2	$285K	Sell	6,942 -84,296	-92%	-$3.55M	0.06%	196
2021 Q1	$3.6M	Buy	+91,238	New	+$3.44M	0.82%	24
2020 Q4	–	Sell	-115,654	Closed	-$4.3M	–	165
2020 Q3	$4.3M	Buy	+115,654	New	+$3.59M	1.8%	15

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

Advisor OS's XLB Position: Q2 2026 in Review

Advisor OS increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 8.7% in Q2 2026, buying an estimated $174K and bringing the position to 42,233 shares worth $2.15M. The position accounts for 0.14% of the portfolio, ranked #108.

Advisor OS first reported a position in XLB in Q3 2020 and has held it in 6 quarters since. The position peaked at $4.3M in Q3 2020. 928 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Advisor OS held 42,233 shares of State Street Materials Select Sector SPDR ETF worth $2.15M as of Q2 2026.
Advisor OS bought 3,384 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $174K.
State Street Materials Select Sector SPDR ETF made up 0.14% of Advisor OS's portfolio in Q2 2026, its #108 holding.
Advisor OS first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2020 and has held it in 6 quarters since.
Advisor OS's State Street Materials Select Sector SPDR ETF position peaked at $4.3M in Q3 2020.
928 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.