Arista Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Arista Wealth 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	$962K	Hold	18,922	–	–	0.1%	108
2026 Q1	$946K	Hold	18,922	–	–	0.12%	105
2025 Q4	$858K	Hold	18,922	–	–	0.11%	97
2025 Q3	$848K	Hold	18,922	–	–	0.11%	105
2025 Q2	$831K	Buy	18,922 +11,600	+158%	+$492K	0.11%	102
2025 Q1	$315K	Hold	7,322	–	–	0.08%	51
2024 Q4	$308K	Hold	7,322	–	–	0.07%	49
2024 Q3	$353K	Hold	7,322	–	–	0.08%	49
2024 Q2	$323K	Buy	+7,322	New	+$331K	0.09%	51
2024 Q1	–	Sell	-7,322	Closed	-$313K	–	55
2023 Q4	$313K	Hold	7,322	–	–	0.11%	42
2023 Q3	$288K	Hold	7,322	–	–	0.11%	45
2023 Q2	$303K	Hold	7,322	–	–	0.13%	47
2023 Q1	$295K	Hold	7,322	–	–	0.16%	48
2022 Q4	$284K	Buy	+7,322	New	+$281K	0.18%	52

Other funds holding XLB

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return