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

Advisor Resource Council’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	–	Sell	-5,485	Closed	-$274K	–	290
2026 Q1	$274K	Buy	+5,485	New	+$275K	0.09%	189
2025 Q2	–	Sell	-32,312	Closed	-$1.23M	–	610
2025 Q1	$1.23M	Buy	+32,312	New	+$1.41M	0.1%	212
2024 Q4	–	Sell	-4,462	Closed	-$215K	–	278
2024 Q3	$215K	Buy	+4,462	New	+$203K	0.1%	215
2024 Q2	–	Sell	-14,706	Closed	-$629K	–	234
2024 Q1	$629K	Sell	14,706 -55,916	-79%	-$2.4M	0.27%	90
2023 Q4	$3.02M	Buy	70,622 +64,600	+1,073%	+$2.58M	0.35%	72
2023 Q3	$237K	Buy	6,022 +18	+0.3%	+$739	0.12%	131
2023 Q2	$249K	Sell	6,004 -30,208	-83%	-$1.2M	0.11%	131
2023 Q1	$1.46M	Buy	36,212 +22,798	+170%	+$923K	0.37%	66
2022 Q4	$521K	Sell	13,414 -4,606	-26%	-$177K	0.25%	77
2022 Q3	$613K	Sell	18,020 -329,508	-95%	-$12.4M	0.41%	64
2022 Q2	$12.8M	Buy	347,528 +232,478	+202%	+$9.73M	1.19%	19
2022 Q1	$5.07M	Sell	115,050 -368,008	-76%	-$15.7M	1.52%	14
2021 Q4	$21.9M	Buy	483,058 +341,690	+242%	+$14.8M	1.7%	8
2021 Q3	$5.59M	Sell	141,368 -172,922	-55%	-$7.19M	1.7%	8
2021 Q2	$12.9M	Buy	+314,290	New	+$13.2M	1.35%	12

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 Resource Council's XLB Position: Q2 2026 in Review

Advisor Resource Council sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026, closing a stake of 5,485 shares — an estimated $274K sold.

Advisor Resource Council first reported a position in XLB in Q2 2021 and held it in 15 quarters. The position peaked at $21.9M in Q4 2021. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Advisor Resource Council reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Advisor Resource Council sold 5,485 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $274K.
Advisor Resource Council first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2021 and held it in 15 quarters.
Advisor Resource Council's State Street Materials Select Sector SPDR ETF position peaked at $21.9M in Q4 2021.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.