Avantax Advisory Services’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Avantax Advisory Services’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
2025 Q2	$3.18M	Buy	72,316 +16,024	+28%	+$679K	0.02%	600
2025 Q1	$2.42M	Buy	56,292 +35,886	+176%	+$1.57M	0.01%	664
2024 Q4	$858K	Sell	20,406 -2,108	-9%	-$97.6K	0.01%	1113
2024 Q3	$1.08M	Sell	22,514 -16,434	-42%	-$749K	0.01%	971
2024 Q2	$1.72M	Buy	38,948 +10,758	+38%	+$486K	0.01%	721
2024 Q1	$1.31M	Sell	28,190 -12,724	-31%	-$547K	0.01%	662
2023 Q4	$1.75M	Sell	40,914 -1,744	-4%	-$69.7K	0.02%	542
2023 Q3	$1.68M	Sell	42,658 -564	-1%	-$23.2K	0.02%	512
2023 Q2	$1.79M	Buy	43,222 +62	+0.1%	+$2.46K	0.02%	489
2023 Q1	$1.74M	Sell	43,160 -9,516	-18%	-$385K	0.02%	481
2022 Q4	$2.05M	Sell	52,676 -11,030	-17%	-$424K	0.03%	425
2022 Q3	$2.17M	Sell	63,706 -1,912	-3%	-$71.9K	0.03%	355
2022 Q2	$2.42M	Buy	65,618 +36,342	+124%	+$1.52M	0.04%	340
2022 Q1	$1.29M	Buy	29,276 +2,208	+8%	+$94.2K	0.02%	478
2021 Q4	$1.23M	Buy	27,068 +768	+3%	+$33.2K	0.02%	470
2021 Q3	$1.04M	Sell	26,300 -4,768	-15%	-$198K	0.02%	476
2021 Q2	$1.28M	Buy	31,068 +4,876	+19%	+$205K	0.02%	425
2021 Q1	$1.03M	Buy	26,192 +7,342	+39%	+$277K	0.02%	425
2020 Q4	$684K	Sell	18,850 -25,550	-58%	-$875K	0.02%	461
2020 Q3	$1.41M	Buy	44,400 +26,746	+152%	+$831K	0.02%	433
2020 Q2	$498K	Buy	17,654 +196	+1%	+$5.16K	0.01%	483
2020 Q1	$394K	Sell	17,458 -342	-2%	-$9.39K	0.01%	498
2019 Q4	$546K	Buy	+17,800	New	+$526K	0.01%	447

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Avantax Advisory Services's XLB Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 28% in Q2 2025, buying an estimated $679K and bringing the position to 72,316 shares worth $3.18M. The position accounts for 0.02% of the portfolio, ranked #600.

Avantax Advisory Services first reported a position in XLB in Q4 2019 and has held it in 23 quarters since. 770 funds tracked by Wall St. Rank hold XLB as of Q2 2025.

Avantax Advisory Services held 72,316 shares of State Street Materials Select Sector SPDR ETF worth $3.18M as of Q2 2025.
Avantax Advisory Services bought 16,024 State Street Materials Select Sector SPDR ETF shares in Q2 2025, an estimated $679K.
State Street Materials Select Sector SPDR ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #600 holding.
Avantax Advisory Services first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2019 and has held it in 23 quarters since.
770 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.