BRWA
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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 Buy
+7,492
New +$318K 0.02% 672
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 -$449 – 2014
2014
Q4 		$449 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

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return