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

Bellwether 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	$7.51M	Sell	147,758 -534,784	-78%	-$27.4M	1.11%	20
2026 Q1	$34.1M	Buy	+682,542	New	+$34.2M	5.78%	4
2025 Q3	–	Sell	-60	Closed	-$2.63K	–	585
2025 Q2	$2.63K	Hold	60	–	–	﹤0.01%	475
2025 Q1	$2.58K	Hold	60	–	–	﹤0.01%	421
2024 Q4	$2.52K	Buy	+60	New	+$2.78K	﹤0.01%	430
2024 Q3	–	Sell	-70,738	Closed	-$3.12M	–	149
2024 Q2	$3.12M	Buy	70,738 +106	+0.2%	+$4.79K	0.66%	35
2024 Q1	$3.28M	Sell	70,632 -10,956	-13%	-$471K	0.72%	34
2023 Q4	$3.49M	Sell	81,588 -14,886	-15%	-$595K	0.86%	33
2023 Q3	$3.79M	Buy	+96,474	New	+$3.96M	1.03%	25
2022 Q2	–	Sell	-1,400	Closed	-$61K	–	593
2022 Q1	$61K	Hold	1,400	–	–	0.02%	187
2021 Q4	$63K	Hold	1,400	–	–	0.02%	183
2021 Q3	$55K	Sell	1,400 -39,626	-97%	-$1.65M	0.02%	204
2021 Q2	$1.69M	Sell	41,026 -3,600	-8%	-$152K	0.58%	41
2021 Q1	$1.76M	Buy	44,626 +22,858	+105%	+$862K	0.7%	41
2020 Q4	$787K	Buy	+21,768	New	+$745K	0.35%	52

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

Bellwether Advisors's XLB Position: Q2 2026 in Review

Bellwether Advisors reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 78% in Q2 2026, selling an estimated $27.4M and leaving 147,758 shares worth $7.51M. The position accounts for 1.11% of the portfolio, ranked #20.

Bellwether Advisors first reported a position in XLB in Q4 2020 and has held it in 15 quarters since. The position peaked at $34.1M in Q1 2026. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Bellwether Advisors held 147,758 shares of State Street Materials Select Sector SPDR ETF worth $7.51M as of Q2 2026.
Bellwether Advisors sold 534,784 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $27.4M.
State Street Materials Select Sector SPDR ETF made up 1.11% of Bellwether Advisors's portfolio in Q2 2026, its #20 holding.
Bellwether Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and has held it in 15 quarters since.
Bellwether Advisors's State Street Materials Select Sector SPDR ETF position peaked at $34.1M in Q1 2026.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.