Artesa Financial Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Artesa Financial Group’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	$3.19M	Sell	62,829 -1,989	-3%	-$102K	2.73%	11
2026 Q1	$3.24M	Buy	64,818 +270	+0.4%	+$13.5K	3.09%	12
2025 Q4	$2.93M	Buy	+64,548	New	+$2.85M	3.01%	12

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

Artesa Financial Group's XLB Position: Q2 2026 in Review

Artesa Financial Group reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 3.1% in Q2 2026, selling an estimated $102K and leaving 62,829 shares worth $3.19M. The position accounts for 2.73% of the portfolio, ranked #11.

Artesa Financial Group first reported a position in XLB in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.24M in Q1 2026. 924 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Artesa Financial Group held 62,829 shares of State Street Materials Select Sector SPDR ETF worth $3.19M as of Q2 2026.
Artesa Financial Group sold 1,989 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $102K.
State Street Materials Select Sector SPDR ETF made up 2.73% of Artesa Financial Group's portfolio in Q2 2026, its #11 holding.
Artesa Financial Group first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Artesa Financial Group's State Street Materials Select Sector SPDR ETF position peaked at $3.24M in Q1 2026.
924 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Artesa Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.