Atwood & Palmer’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Atwood & Palmer’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	–	Sell	-52	Closed	-$2.6K	–	553
2026 Q1	$2.6K	Hold	52	–	–	﹤0.01%	431
2025 Q4	$2.36K	Hold	52	–	–	﹤0.01%	440
2025 Q3	$2.33K	Hold	52	–	–	﹤0.01%	443
2025 Q2	$2.28K	Sell	52 -66	-56%	-$2.8K	﹤0.01%	463
2025 Q1	$5.07K	Hold	118	–	–	﹤0.01%	365
2024 Q4	$4.96K	Hold	118	–	–	﹤0.01%	380
2024 Q3	$5.69K	Sell	118 -10	-8%	-$456	﹤0.01%	375
2024 Q2	$5.65K	Buy	+128	New	+$5.79K	﹤0.01%	359
2018 Q3	–	Sell	-278	Closed	-$8K	–	337
2018 Q2	$8K	Buy	+278	New	+$8.15K	﹤0.01%	267
2014 Q3	–	Sell	-446	Closed	-$11K	–	390
2014 Q2	$11K	Buy	+446	New	+$10.8K	﹤0.01%	264

Other funds holding XLB

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

TAM

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

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Atwood & Palmer's XLB Position: Q2 2026 in Review

Atwood & Palmer sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026, closing a stake of 52 shares — an estimated $2.6K sold.

Atwood & Palmer first reported a position in XLB in Q2 2014 and held it in 10 quarters. The position peaked at $11K in Q2 2014. 400 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Atwood & Palmer reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Atwood & Palmer sold 52 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $2.6K.
Atwood & Palmer first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2014 and held it in 10 quarters.
Atwood & Palmer's State Street Materials Select Sector SPDR ETF position peaked at $11K in Q2 2014.
400 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.