Advisory Resource Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Advisory Resource Group’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	$2.25M	Buy	44,217 +927	+2%	+$47.5K	0.34%	70
2026 Q1	$2.16M	Sell	43,290 -16,090	-27%	-$807K	0.37%	54
2025 Q4	$2.69M	Buy	59,380 +32,154	+118%	+$1.42M	0.47%	51
2025 Q3	$1.22M	Buy	27,226 +1,010	+4%	+$45.7K	0.22%	108
2025 Q2	$1.15M	Sell	26,216 -24,782	-49%	-$1.05M	0.22%	99
2025 Q1	$2.19M	Buy	50,998 +3,094	+6%	+$135K	0.45%	58
2024 Q4	$2.02M	Buy	47,904 +6,400	+15%	+$296K	0.43%	57
2024 Q3	$2M	Buy	41,504 +1,464	+4%	+$66.8K	0.43%	60
2024 Q2	$1.77M	Buy	40,040 +3,084	+8%	+$139K	0.4%	58
2024 Q1	$1.72M	Buy	36,956 +5,048	+16%	+$217K	0.39%	56
2023 Q4	$1.36M	Buy	31,908 +13,816	+76%	+$552K	0.34%	58
2023 Q3	$711K	Buy	18,092 +1,096	+6%	+$45K	0.19%	85
2023 Q2	$704K	Buy	16,996 +986	+6%	+$39.2K	0.19%	77
2023 Q1	$646K	Buy	16,010 +2,032	+15%	+$82.3K	0.18%	79
2022 Q4	$543K	Sell	13,978 -13,802	-50%	-$530K	0.16%	89
2022 Q3	$945K	Buy	+27,780	New	+$1.04M	0.31%	61
2021 Q4	–	Sell	-11,040	Closed	-$437K	–	162
2021 Q3	$437K	Buy	11,040 +1,230	+13%	+$51.1K	0.16%	81
2021 Q2	$404K	Buy	+9,810	New	+$413K	0.16%	81

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

Advisory Resource Group's XLB Position: Q2 2026 in Review

Advisory Resource Group increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 2.1% in Q2 2026, buying an estimated $47.5K and bringing the position to 44,217 shares worth $2.25M. The position accounts for 0.34% of the portfolio, ranked #70.

Advisory Resource Group first reported a position in XLB in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.69M in Q4 2025. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Advisory Resource Group held 44,217 shares of State Street Materials Select Sector SPDR ETF worth $2.25M as of Q2 2026.
Advisory Resource Group bought 927 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $47.5K.
State Street Materials Select Sector SPDR ETF made up 0.34% of Advisory Resource Group's portfolio in Q2 2026, its #70 holding.
Advisory Resource Group first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2021 and has held it in 18 quarters since.
Advisory Resource Group's State Street Materials Select Sector SPDR ETF position peaked at $2.69M in Q4 2025.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.