Beacon Pointe Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Beacon Pointe 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	$4.82M	Buy	94,730 +15,262	+19%	+$783K	0.02%	514
2026 Q1	$3.97M	Buy	79,468 +1,416	+2%	+$71K	0.02%	531
2025 Q4	$3.54M	Sell	78,052 -2,704	-3%	-$120K	0.02%	473
2025 Q3	$3.62M	Sell	80,756 -14,742	-15%	-$667K	0.03%	421
2025 Q2	$4.19M	Buy	95,498 +26,328	+38%	+$1.12M	0.04%	345
2025 Q1	$2.97M	Sell	69,170 -30,584	-31%	-$1.34M	0.03%	385
2024 Q4	$4.2M	Buy	99,754 +8,216	+9%	+$380K	0.05%	315
2024 Q3	$4.41M	Buy	91,538 +2,916	+3%	+$133K	0.05%	317
2024 Q2	$3.91M	Buy	88,622 +1,648	+2%	+$74.5K	0.05%	334
2024 Q1	$4.04M	Buy	86,974 +37,862	+77%	+$1.63M	0.04%	343
2023 Q4	$2.1M	Sell	49,112 -4,546	-8%	-$182K	0.03%	472
2023 Q3	$2.11M	Buy	53,658 +5,264	+11%	+$216K	0.03%	448
2023 Q2	$2.01M	Sell	48,394 -3,372	-7%	-$134K	0.03%	376
2023 Q1	$2.09M	Buy	51,766 +3,442	+7%	+$139K	0.04%	383
2022 Q4	$1.88M	Buy	48,324 +6,374	+15%	+$245K	0.04%	369
2022 Q3	$1.42M	Sell	41,950 -3,004	-7%	-$113K	0.03%	391
2022 Q2	$1.65M	Sell	44,954 -11,728	-21%	-$491K	0.03%	362
2022 Q1	$2.5M	Buy	56,682 +49,414	+680%	+$2.11M	0.03%	405
2021 Q4	$329K	Sell	7,268 -2,024	-22%	-$87.4K	0.01%	692
2021 Q3	$368K	Buy	9,292 +2,912	+46%	+$121K	0.01%	629
2021 Q2	$263K	Buy	+6,380	New	+$269K	0.01%	701

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

Beacon Pointe Advisors's XLB Position: Q2 2026 in Review

Beacon Pointe Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 19% in Q2 2026, buying an estimated $783K and bringing the position to 94,730 shares worth $4.82M. The position accounts for 0.02% of the portfolio, ranked #514.

Beacon Pointe Advisors first reported a position in XLB in Q2 2021 and has held it in 21 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Beacon Pointe Advisors held 94,730 shares of State Street Materials Select Sector SPDR ETF worth $4.82M as of Q2 2026.
Beacon Pointe Advisors bought 15,262 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $783K.
State Street Materials Select Sector SPDR ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #514 holding.
Beacon Pointe Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.