B. Riley Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

B. Riley Wealth Advisors’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	$422K	Sell	8,323 -7,354	-47%	-$377K	0.02%	518
2026 Q1	$770K	Buy	15,677 +8,122	+108%	+$407K	0.05%	341
2025 Q4	$343K	Buy	7,555 +775	+11%	+$34.3K	0.02%	660
2025 Q3	$304K	Sell	6,780 -712	-10%	-$32.2K	0.01%	724
2025 Q2	$329K	Sell	7,492 -2,044	-21%	-$86.7K	0.02%	672
2025 Q1	$410K	Sell	9,536 -11,342	-54%	-$496K	0.01%	832
2024 Q4	$878K	Sell	20,878 -418	-2%	-$19.4K	0.03%	493
2024 Q3	$1.02M	Sell	21,296 -4,094	-16%	-$187K	0.03%	493
2024 Q2	$1.12M	Sell	25,390 -23,626	-48%	-$1.07M	0.03%	497
2024 Q1	$1.93M	Sell	49,016 -8,860	-15%	-$381K	0.05%	370
2023 Q4	$2.48M	Buy	57,876 +8,860	+18%	+$354K	0.07%	301
2023 Q3	$1.93M	Sell	49,016 -27,580	-36%	-$1.13M	0.05%	370
2023 Q2	$3.17M	Sell	76,596 -14,008	-15%	-$557K	0.07%	265
2023 Q1	$3.65M	Buy	90,604 +44,640	+97%	+$1.81M	0.1%	212
2022 Q4	$1.79M	Buy	45,964 +11,636	+34%	+$447K	0.05%	368
2022 Q3	$1.17M	Buy	34,328 +3,846	+13%	+$145K	0.04%	458
2022 Q2	$1.12M	Sell	30,482 -5,698	-16%	-$238K	0.05%	386
2022 Q1	$1.59M	Sell	36,180 -15,132	-29%	-$645K	0.05%	347
2021 Q4	$2.33M	Buy	51,312 +1,086	+2%	+$46.9K	0.07%	317
2021 Q3	$1.99M	Buy	50,226 +3,456	+7%	+$144K	0.06%	332
2021 Q2	$1.92M	Buy	46,770 +5,912	+14%	+$249K	0.06%	344
2021 Q1	$1.6M	Buy	40,858 +5,396	+15%	+$204K	0.06%	361
2020 Q4	$1.28M	Buy	35,462 +4,444	+14%	+$152K	0.07%	274
2020 Q3	$977K	Sell	31,018 -1,448	-4%	-$45K	0.05%	312
2020 Q2	$916K	Sell	32,466 -646	-2%	-$17K	0.06%	293
2020 Q1	$746K	Buy	33,112 +2,618	+9%	+$71.9K	0.06%	290
2019 Q4	$937K	Sell	30,494 -414	-1%	-$12.2K	0.08%	253
2019 Q3	$900K	Buy	30,908 +1,310	+4%	+$37.8K	0.09%	239
2019 Q2	$866K	Sell	29,598 -240	-0.8%	-$6.77K	0.09%	227
2019 Q1	$828K	Sell	29,838 -416	-1%	-$11.2K	0.1%	220
2018 Q4	$765K	Sell	30,254 -4,816	-14%	-$128K	0.11%	206
2018 Q3	$1.02M	Sell	35,070 -202	-0.6%	-$5.96K	0.12%	186
2018 Q2	$1.03M	Buy	35,272 +2,292	+7%	+$67.2K	0.14%	177
2018 Q1	$940K	Buy	32,980 +13,584	+70%	+$412K	0.13%	179
2017 Q4	$588K	Sell	19,396 -1,224	-6%	-$36K	0.08%	277
2017 Q3	$586K	Buy	20,620 +752	+4%	+$20.7K	0.1%	230
2017 Q2	$536K	Sell	19,868 -484	-2%	-$12.9K	0.1%	240
2017 Q1	$534K	Buy	20,352 +3,678	+22%	+$95.5K	0.11%	223
2016 Q4	$416K	Buy	16,674 +4,280	+35%	+$104K	0.08%	267
2016 Q3	$297K	Buy	12,394 +146	+1%	+$3.52K	0.06%	404
2016 Q2	$284K	Buy	+12,248	New	+$285K	0.06%	410
2015 Q1	–	Sell	-18,502	Closed	-$449K	–	2010
2014 Q4	$449K	Hold	18,502	–	–	0.01%	978
2014 Q3	$459K	Buy	18,502 +12,014	+185%	+$300K	0.12%	228
2014 Q2	$161K	Buy	6,488 +2,082	+47%	+$50.2K	0.04%	526
2014 Q1	$104K	Sell	4,406 -228	-5%	-$5.24K	0.03%	604
2013 Q4	$107K	Sell	4,634 -156	-3%	-$3.43K	0.03%	538
2013 Q3	$101K	Buy	+4,790	New	+$98K	0.03%	539

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

B. Riley Wealth Advisors's XLB Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 47% in Q2 2026, selling an estimated $377K and leaving 8,323 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #518.

B. Riley Wealth Advisors first reported a position in XLB in Q3 2013 and has held it in 47 quarters since. The position peaked at $3.65M in Q1 2023. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

B. Riley Wealth Advisors held 8,323 shares of State Street Materials Select Sector SPDR ETF worth $422K as of Q2 2026.
B. Riley Wealth Advisors sold 7,354 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $377K.
State Street Materials Select Sector SPDR ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #518 holding.
B. Riley Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2013 and has held it in 47 quarters since.
B. Riley Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $3.65M in Q1 2023.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.