Advyzon Investment Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Advyzon Investment Management’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	$392K	Buy	7,705 +3,332	+76%	+$171K	0.03%	546
2026 Q1	$219K	Sell	4,373 -389	-8%	-$19.5K	0.02%	634
2025 Q4	$216K	Buy	4,762 +222	+5%	+$9.81K	0.03%	545
2025 Q3	$203K	Buy	+4,540	New	+$205K	0.03%	456

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

Advyzon Investment Management's XLB Position: Q2 2026 in Review

Advyzon Investment Management increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 76% in Q2 2026, buying an estimated $171K and bringing the position to 7,705 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #546.

Advyzon Investment Management first reported a position in XLB in Q3 2025 and has held it in 4 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Advyzon Investment Management held 7,705 shares of State Street Materials Select Sector SPDR ETF worth $392K as of Q2 2026.
Advyzon Investment Management bought 3,332 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $171K.
State Street Materials Select Sector SPDR ETF made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #546 holding.
Advyzon Investment Management first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.