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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor OS's XLB Position: Q1 2026 in Review

Advisor OS opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q1 2026: 38,849 shares worth $1.94M. The stake represents 0.14% of the portfolio and ranks #108 among its holdings. This is a return to the name: Advisor OS previously reported a position in XLB as recently as Q1 2023.

Advisor OS first reported a position in XLB in Q3 2020 and has held it in 5 quarters since. The position peaked at $4.3M in Q3 2020. 898 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Advisor OS held 38,849 shares of State Street Materials Select Sector SPDR ETF worth $1.94M as of Q1 2026.
State Street Materials Select Sector SPDR ETF was a new Advisor OS position in Q1 2026.
State Street Materials Select Sector SPDR ETF made up 0.14% of Advisor OS's portfolio in Q1 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 5 quarters since.
Advisor OS's State Street Materials Select Sector SPDR ETF position peaked at $4.3M in Q3 2020.
898 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.