American Financial & Tax Strategies’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

American Financial & Tax Strategies’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	$1.56M	Sell	30,654 -74	-0.2%	-$3.79K	0.7%	42
2026 Q1	$1.54M	Sell	30,728 -1,289	-4%	-$64.7K	0.75%	41
2025 Q4	$1.45M	Sell	32,017 -183	-0.6%	-$8.09K	0.72%	40
2025 Q3	$1.44M	Sell	32,200 -1,118	-3%	-$50.5K	0.72%	40
2025 Q2	$1.46M	Sell	33,318 -3,140	-9%	-$133K	0.76%	41
2025 Q1	$1.57M	Sell	36,458 -1,268	-3%	-$55.4K	0.84%	37
2024 Q4	$1.59M	Hold	37,726	–	–	0.82%	37
2024 Q3	$1.82M	Sell	37,726 -182	-0.5%	-$8.3K	0.92%	36
2024 Q2	$1.67M	Sell	37,908 -190	-0.5%	-$8.59K	0.88%	37
2024 Q1	$1.77M	Sell	38,098 -730	-2%	-$31.4K	0.95%	36
2023 Q4	$1.66M	Buy	+38,828	New	+$1.55M	0.95%	36

Other funds holding XLB

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

American Financial & Tax Strategies's XLB Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.24% in Q2 2026, selling an estimated $3.79K and leaving 30,654 shares worth $1.56M. The position accounts for 0.7% of the portfolio, ranked #42.

American Financial & Tax Strategies first reported a position in XLB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.82M in Q3 2024. 660 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

American Financial & Tax Strategies held 30,654 shares of State Street Materials Select Sector SPDR ETF worth $1.56M as of Q2 2026.
American Financial & Tax Strategies sold 74 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $3.79K.
State Street Materials Select Sector SPDR ETF made up 0.7% of American Financial & Tax Strategies's portfolio in Q2 2026, its #42 holding.
American Financial & Tax Strategies first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
American Financial & Tax Strategies's State Street Materials Select Sector SPDR ETF position peaked at $1.82M in Q3 2024.
660 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.