Aurora Private Wealth’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Aurora Private Wealth’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	$297K	Sell	5,850 -3,937	-40%	-$202K	0.19%	125
2026 Q1	$486K	Buy	+9,787	New	+$491K	0.35%	69
2022 Q1	–	Sell	-5,810	Closed	-$263K	–	216
2021 Q4	$263K	Sell	5,810 -62	-1%	-$2.68K	0.11%	152
2021 Q3	$232K	Buy	5,872 +204	+4%	+$8.48K	0.09%	186
2021 Q2	$233K	Buy	5,668 +302	+6%	+$12.7K	0.09%	176
2021 Q1	$211K	Buy	+5,366	New	+$202K	0.09%	188

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Aurora Private Wealth's XLB Position: Q2 2026 in Review

Aurora Private Wealth reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 40% in Q2 2026, selling an estimated $202K and leaving 5,850 shares worth $297K. The position accounts for 0.19% of the portfolio, ranked #125.

Aurora Private Wealth first reported a position in XLB in Q1 2021 and has held it in 6 quarters since. The position peaked at $486K in Q1 2026. 318 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Aurora Private Wealth held 5,850 shares of State Street Materials Select Sector SPDR ETF worth $297K as of Q2 2026.
Aurora Private Wealth sold 3,937 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $202K.
State Street Materials Select Sector SPDR ETF made up 0.19% of Aurora Private Wealth's portfolio in Q2 2026, its #125 holding.
Aurora Private Wealth first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2021 and has held it in 6 quarters since.
Aurora Private Wealth's State Street Materials Select Sector SPDR ETF position peaked at $486K in Q1 2026.
318 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.