Biltmore Family Office’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Biltmore Family Office’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	$21K	Buy	414 +14	+4%	+$718	﹤0.01%	307
2026 Q1	$20K	Sell	400 -256	-39%	-$12.8K	﹤0.01%	293
2025 Q4	$29.8K	Buy	656 +256	+64%	+$11.3K	﹤0.01%	279
2025 Q3	$17.9K	Hold	400	–	–	﹤0.01%	260
2025 Q2	$17.6K	Hold	400	–	–	﹤0.01%	256
2025 Q1	$17.2K	Buy	+400	New	+$17.5K	﹤0.01%	246
2020 Q1	–	Sell	-3,500	Closed	-$107K	–	224
2019 Q4	$107K	Hold	3,500	–	–	0.04%	170
2019 Q3	$102K	Hold	3,500	–	–	0.04%	151
2019 Q2	$102K	Buy	+3,500	New	+$98.7K	0.06%	140

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

Biltmore Family Office's XLB Position: Q2 2026 in Review

Biltmore Family Office increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 3.5% in Q2 2026, buying an estimated $718 and bringing the position to 414 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Biltmore Family Office first reported a position in XLB in Q2 2019 and has held it in 9 quarters since. The position peaked at $107K in Q4 2019. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Biltmore Family Office held 414 shares of State Street Materials Select Sector SPDR ETF worth $21K as of Q2 2026.
Biltmore Family Office bought 14 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $718.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Biltmore Family Office's portfolio in Q2 2026, its #307 holding.
Biltmore Family Office first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2019 and has held it in 9 quarters since.
Biltmore Family Office's State Street Materials Select Sector SPDR ETF position peaked at $107K in Q4 2019.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.