Belpointe Asset Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Belpointe Asset Management’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	$361K	Buy	7,102 +4	+0.1%	+$205	0.01%	841
2026 Q1	$355K	Buy	7,098 +357	+5%	+$17.9K	0.01%	803
2025 Q4	$306K	Buy	6,741 +255	+4%	+$11.3K	0.01%	819
2025 Q3	$291K	Sell	6,486 -44	-0.7%	-$1.99K	0.01%	807
2025 Q2	$287K	Sell	6,530 -5,444	-45%	-$231K	0.01%	763
2025 Q1	$514K	Sell	11,974 -1,552	-11%	-$67.8K	0.03%	562
2024 Q4	$636K	Sell	13,526 -292	-2%	-$13.5K	0.04%	447
2024 Q3	$666K	Sell	13,818 -28,142	-67%	-$1.28M	0.04%	424
2024 Q2	$1.85M	Buy	41,960 +35,536	+553%	+$1.61M	0.13%	153
2024 Q1	$298K	Sell	6,424 -32	-0.5%	-$1.38K	0.02%	593
2023 Q4	$276K	Sell	6,456 -2,188	-25%	-$87.5K	0.02%	550
2023 Q3	$340K	Buy	+8,644	New	+$355K	0.04%	436
2023 Q2	–	Sell	-9,354	Closed	-$377K	–	3414
2023 Q1	$377K	Buy	9,354 +324	+4%	+$13.1K	0.02%	660
2022 Q4	$351K	Sell	9,030 -3,868	-30%	-$149K	0.02%	668
2022 Q3	$439K	Sell	12,898 -10,906	-46%	-$410K	0.03%	555
2022 Q2	$876K	Buy	23,804 +6,822	+40%	+$285K	0.06%	326
2022 Q1	$749K	Sell	16,982 -160	-0.9%	-$6.82K	0.05%	410
2021 Q4	$777K	Buy	17,142 +2,784	+19%	+$120K	0.05%	393
2021 Q3	$568K	Sell	14,358 -7,990	-36%	-$332K	0.04%	468
2021 Q2	$919K	Buy	22,348 +11,834	+113%	+$499K	0.07%	317
2021 Q1	$414K	Sell	10,514 -96,742	-90%	-$3.65M	0.04%	493
2020 Q4	$3.88M	Buy	+107,256	New	+$3.67M	0.35%	57
2019 Q4	–	Sell	-4,746	Closed	-$138K	–	818
2019 Q3	$138K	Buy	+4,746	New	+$137K	0.02%	585
2018 Q4	–	Sell	-5,858	Closed	-$170K	–	645
2018 Q3	$170K	Buy	+5,858	New	+$173K	0.03%	493

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

Belpointe Asset Management's XLB Position: Q2 2026 in Review

Belpointe Asset Management increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.06% in Q2 2026, buying an estimated $205 and bringing the position to 7,102 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #841.

Belpointe Asset Management first reported a position in XLB in Q3 2018 and has held it in 24 quarters since. The position peaked at $3.88M in Q4 2020. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Belpointe Asset Management held 7,102 shares of State Street Materials Select Sector SPDR ETF worth $361K as of Q2 2026.
Belpointe Asset Management bought 4 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $205.
State Street Materials Select Sector SPDR ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #841 holding.
Belpointe Asset Management first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2018 and has held it in 24 quarters since.
Belpointe Asset Management's State Street Materials Select Sector SPDR ETF position peaked at $3.88M in Q4 2020.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.