Ameritas Advisory Services’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Ameritas Advisory Services’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	$693K	Buy	13,631 +5,098	+60%	+$261K	0.01%	679
2026 Q1	$426K	Buy	8,533 +604	+8%	+$30.3K	0.02%	634
2025 Q4	$360K	Sell	7,929 -3,887	-33%	-$172K	0.01%	691
2025 Q3	$529K	Sell	11,816 -1,164	-9%	-$52.6K	0.03%	374
2025 Q2	$570K	Sell	12,980 -856	-6%	-$36.3K	0.03%	473
2025 Q1	$583K	Hold	13,836	–	–	0.02%	532
2024 Q4	$582K	Buy	13,836 +2,136	+18%	+$98.9K	0.02%	553
2024 Q3	$564K	Buy	11,700 +680	+6%	+$31K	0.02%	521
2024 Q2	$487K	Sell	11,020 -2,282	-17%	-$103K	0.02%	591
2024 Q1	$593K	Buy	13,302 +1,448	+12%	+$62.3K	0.02%	504
2023 Q4	$499K	Sell	11,854 -1,654	-12%	-$66.1K	0.03%	428
2023 Q3	$523K	Buy	13,508 +2,690	+25%	+$110K	0.03%	492
2023 Q2	$439K	Sell	10,818 -5,492	-34%	-$218K	0.06%	321
2023 Q1	$660K	Sell	16,310 -4,506	-22%	-$182K	0.03%	416
2022 Q4	$808K	Buy	20,816 +3,254	+19%	+$125K	0.04%	401
2022 Q3	$597K	Sell	17,562 -1,012	-5%	-$38.1K	0.04%	393
2022 Q2	$684K	Sell	18,574 -526	-3%	-$22K	0.04%	376
2022 Q1	$842K	Buy	19,100 +1,654	+9%	+$70.5K	0.03%	369
2021 Q4	$790K	Buy	+17,446	New	+$753K	0.03%	381

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

Ameritas Advisory Services's XLB Position: Q2 2026 in Review

Ameritas Advisory Services increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 60% in Q2 2026, buying an estimated $261K and bringing the position to 13,631 shares worth $693K. The position accounts for 0.01% of the portfolio, ranked #679.

Ameritas Advisory Services first reported a position in XLB in Q4 2021 and has held it in 19 quarters since. The position peaked at $842K in Q1 2022. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Ameritas Advisory Services held 13,631 shares of State Street Materials Select Sector SPDR ETF worth $693K as of Q2 2026.
Ameritas Advisory Services bought 5,098 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $261K.
State Street Materials Select Sector SPDR ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #679 holding.
Ameritas Advisory Services first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's State Street Materials Select Sector SPDR ETF position peaked at $842K in Q1 2022.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.