BigSur Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

BigSur Wealth 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 Q3	$1.11M	Buy	22,860 +4,660	+26%	+$240K	0.26%	96
2026 Q2	$925K	Hold	18,200	–	–	0.22%	103
2026 Q1	$909K	Sell	18,200 -2,620	-13%	-$131K	0.26%	95
2025 Q4	$944K	Hold	20,820	–	–	0.23%	89
2025 Q3	$933K	Hold	20,820	–	–	0.23%	86
2025 Q2	$914K	Sell	20,820 -3,000	-13%	-$127K	0.23%	86
2025 Q1	$1.02M	Hold	23,820	–	–	0.28%	86
2024 Q4	$1M	Hold	23,820	–	–	0.29%	84
2024 Q3	$1.15M	Sell	23,820 -1,000	-4%	-$45.6K	0.32%	79
2024 Q2	$1.1M	Hold	24,820	–	–	0.34%	77
2024 Q1	$1.15M	Buy	24,820 +12,500	+101%	+$538K	0.36%	76
2023 Q4	$527K	Hold	12,320	–	–	0.25%	80
2023 Q3	$484K	Hold	12,320	–	–	0.24%	79
2023 Q2	$510K	Sell	12,320 -8,380	-40%	-$333K	0.24%	82
2023 Q1	$835K	Buy	20,700 +3,000	+17%	+$121K	0.39%	66
2022 Q4	$687K	Sell	17,700 -1,000	-5%	-$38.4K	0.33%	68
2022 Q3	$636K	Sell	18,700 -5,000	-21%	-$188K	0.32%	70
2022 Q2	$872K	Buy	23,700 +18,000	+316%	+$753K	0.41%	65
2022 Q1	$251K	Sell	5,700 -18,080	-76%	-$771K	0.1%	111
2021 Q4	$1.08M	Buy	23,780 +5,780	+32%	+$250K	0.42%	61
2021 Q3	$712K	Buy	18,000 +12,300	+216%	+$511K	0.32%	72
2021 Q2	$235K	Hold	5,700	–	–	0.11%	105
2021 Q1	$225K	Buy	5,700 +4,000	+235%	+$151K	0.12%	103
2020 Q4	$62K	Hold	1,700	–	–	0.04%	106
2020 Q3	$54K	Hold	1,700	–	–	0.03%	100
2020 Q2	$48K	Hold	1,700	–	–	0.03%	99
2020 Q1	$38K	Hold	1,700	–	–	0.03%	105
2019 Q4	$52K	Buy	+1,700	New	+$50.2K	0.03%	116

Other funds holding XLB

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

BigSur Wealth Management's XLB Position: Q3 2026 in Review

BigSur Wealth Management increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 26% in Q3 2026, buying an estimated $240K and bringing the position to 22,860 shares worth $1.11M. The position accounts for 0.26% of the portfolio, ranked #96.

BigSur Wealth Management first reported a position in XLB in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.15M in Q1 2024. 79 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

BigSur Wealth Management held 22,860 shares of State Street Materials Select Sector SPDR ETF worth $1.11M as of Q3 2026.
BigSur Wealth Management bought 4,660 State Street Materials Select Sector SPDR ETF shares in Q3 2026, an estimated $240K.
State Street Materials Select Sector SPDR ETF made up 0.26% of BigSur Wealth Management's portfolio in Q3 2026, its #96 holding.
BigSur Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2019 and has held it in 28 quarters since.
BigSur Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $1.15M in Q1 2024.
79 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.