Arkadios Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Arkadios Wealth Advisors’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	$2.53M	Buy	49,699 +37,402	+304%	+$1.92M	0.04%	456
2026 Q1	$614K	Sell	12,297 -146	-1%	-$7.32K	0.01%	1010
2025 Q4	$564K	Sell	12,443 -4,475	-26%	-$198K	0.01%	946
2025 Q3	$758K	Buy	16,918 +1,508	+10%	+$68.2K	0.02%	758
2025 Q2	$677K	Buy	15,410 +3,888	+34%	+$165K	0.02%	733
2025 Q1	$495K	Buy	11,522 +1,380	+14%	+$60.3K	0.02%	709
2024 Q4	$427K	Buy	10,142 +3,028	+43%	+$140K	0.02%	608
2024 Q3	$343K	Sell	7,114 -56,648	-89%	-$2.58M	0.02%	665
2024 Q2	$2.82M	Buy	63,762 +6,554	+11%	+$296K	0.19%	110
2024 Q1	$2.66M	Buy	57,208 +2,834	+5%	+$122K	0.21%	113
2023 Q4	$2.33M	Buy	54,374 +2,388	+5%	+$95.5K	0.2%	116
2023 Q3	$2.04M	Buy	+51,986	New	+$2.13M	0.19%	123
2022 Q3	–	Sell	-5,734	Closed	-$211K	–	578
2022 Q2	$211K	Buy	5,734 +220	+4%	+$9.21K	0.03%	494
2022 Q1	$243K	Sell	5,514 -2,114	-28%	-$90.2K	0.03%	480
2021 Q4	$346K	Buy	7,628 +672	+10%	+$29K	0.05%	408
2021 Q3	$275K	Sell	6,956 -34,366	-83%	-$1.43M	0.04%	425
2021 Q2	$1.7M	Buy	41,322 +4,678	+13%	+$197K	0.21%	127
2021 Q1	$1.44M	Buy	36,644 +3,008	+9%	+$113K	0.24%	110
2020 Q4	$1.22M	Buy	33,636 +30,874	+1,118%	+$1.06M	0.26%	104
2020 Q3	$91.5K	Buy	2,762 +2,562	+1,281%	+$79.6K	0.05%	308
2020 Q2	$5.95K	Buy	+200	New	+$5.26K	﹤0.01%	758

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

Arkadios Wealth Advisors's XLB Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 304% in Q2 2026, buying an estimated $1.92M and bringing the position to 49,699 shares worth $2.53M. The position accounts for 0.04% of the portfolio, ranked #456.

Arkadios Wealth Advisors first reported a position in XLB in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.82M in Q2 2024. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Arkadios Wealth Advisors held 49,699 shares of State Street Materials Select Sector SPDR ETF worth $2.53M as of Q2 2026.
Arkadios Wealth Advisors bought 37,402 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $1.92M.
State Street Materials Select Sector SPDR ETF made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #456 holding.
Arkadios Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2020 and has held it in 21 quarters since.
Arkadios Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $2.82M in Q2 2024.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.