ARS Investment Partners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

ARS Investment Partners’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	$515K	Buy	10,128 +380	+4%	+$19.5K	0.02%	129
2026 Q1	$487K	Sell	9,748 -1,571	-14%	-$78.8K	0.03%	118
2025 Q4	$513K	Buy	11,319 +835	+8%	+$36.9K	0.03%	118
2025 Q3	$470K	Buy	10,484 +1,486	+17%	+$67.2K	0.03%	124
2025 Q2	$395K	Buy	8,998 +370	+4%	+$15.7K	0.03%	128
2025 Q1	$363K	Hold	8,628	–	–	0.03%	131
2024 Q4	$363K	Buy	8,628 +314	+4%	+$14.5K	0.03%	131
2024 Q3	$401K	Buy	8,314 +706	+9%	+$32.2K	0.04%	122
2024 Q2	$336K	Buy	7,608 +134	+2%	+$6.06K	0.03%	119
2024 Q1	$347K	Sell	7,474 -90	-1%	-$3.87K	0.03%	114
2023 Q4	$323K	Buy	7,564 +52	+0.7%	+$2.08K	0.04%	120
2023 Q3	$295K	Buy	7,512 +340	+5%	+$14K	0.04%	119
2023 Q2	$297K	Buy	7,172 +22	+0.3%	+$875	0.03%	130
2023 Q1	$288K	Buy	7,150 +1,132	+19%	+$45.8K	0.03%	126
2022 Q4	$234K	Buy	6,018 +70	+1%	+$2.69K	0.03%	120
2022 Q3	$202K	Buy	+5,948	New	+$224K	0.03%	148
2017 Q2	–	Sell	-10,344	Closed	-$271K	–	154
2017 Q1	$271K	Buy	+10,344	New	+$269K	0.04%	141
2016 Q4	–	Sell	-64,440	Closed	-$1.54M	–	168
2016 Q3	$1.54M	Buy	64,440 +1,690	+3%	+$40.7K	0.34%	64
2016 Q2	$1.45M	Sell	62,750 -2,318	-4%	-$54K	0.33%	64
2016 Q1	$1.46M	Buy	65,068 +7,134	+12%	+$148K	0.34%	63
2015 Q4	$1.26M	Buy	57,934 +1,262	+2%	+$28K	0.3%	66
2015 Q3	$1.13M	Sell	56,672 -522	-0.9%	-$11.6K	0.26%	69
2015 Q2	$1.38M	Buy	57,194 +2,348	+4%	+$59K	0.25%	69
2015 Q1	$1.34M	Sell	54,846 -562	-1%	-$13.9K	0.25%	66
2014 Q4	$1.35M	Buy	55,408 +1,842	+3%	+$44.5K	0.23%	67
2014 Q3	$1.33M	Buy	53,566 +1,932	+4%	+$48.2K	0.2%	69
2014 Q2	$1.28M	Buy	51,634 +2,212	+4%	+$53.4K	0.2%	66
2014 Q1	$1.17M	Buy	49,422 +21,678	+78%	+$498K	0.21%	64
2013 Q4	$641K	Buy	+27,744	New	+$610K	0.11%	67

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 22.9% 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

ARS Investment Partners's XLB Position: Q2 2026 in Review

ARS Investment Partners increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 3.9% in Q2 2026, buying an estimated $19.5K and bringing the position to 10,128 shares worth $515K. The position accounts for 0.02% of the portfolio, ranked #129.

ARS Investment Partners first reported a position in XLB in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.54M in Q3 2016. 932 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

ARS Investment Partners held 10,128 shares of State Street Materials Select Sector SPDR ETF worth $515K as of Q2 2026.
ARS Investment Partners bought 380 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $19.5K.
State Street Materials Select Sector SPDR ETF made up 0.02% of ARS Investment Partners's portfolio in Q2 2026, its #129 holding.
ARS Investment Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2013 and has held it in 29 quarters since.
ARS Investment Partners's State Street Materials Select Sector SPDR ETF position peaked at $1.54M in Q3 2016.
932 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.