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

BOS 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 Q3	$1.88M	Sell	38,531 -14	-0%	-$720	0.44%	46
2026 Q2	$1.96M	Buy	38,545 +930	+2%	+$47.7K	0.45%	51
2026 Q1	$1.88M	Sell	37,615 -2,299	-6%	-$115K	0.48%	44
2025 Q4	$1.81M	Buy	39,914 +2,280	+6%	+$101K	0.48%	44
2025 Q3	$1.69M	Buy	37,634 +972	+3%	+$43.9K	0.48%	45
2025 Q2	$1.61M	Buy	36,662 +1,460	+4%	+$61.9K	0.51%	43
2025 Q1	$1.51M	Buy	35,202 +2,070	+6%	+$90.5K	0.52%	41
2024 Q4	$1.39M	Buy	33,132 +1,596	+5%	+$73.9K	0.5%	41
2024 Q3	$1.52M	Buy	31,536 +1,960	+7%	+$89.4K	0.56%	36
2024 Q2	$1.31M	Buy	29,576 +2,396	+9%	+$108K	0.6%	37
2024 Q1	$1.26M	Sell	27,180 -8,392	-24%	-$361K	0.66%	34
2023 Q4	$1.52M	Buy	35,572 +4,140	+13%	+$166K	1.04%	21
2023 Q3	$1.23M	Sell	31,432 -1,736	-5%	-$71.3K	0.91%	28
2023 Q2	$1.37M	Buy	33,168 +970	+3%	+$38.6K	1.07%	27
2023 Q1	$1.3M	Buy	32,198 +1,052	+3%	+$42.6K	1.08%	27
2022 Q4	$1.21M	Buy	+31,146	New	+$1.2M	1.08%	25

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

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

BOS Asset Management's XLB Position: Q3 2026 in Review

BOS Asset Management reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.04% in Q3 2026, selling an estimated $720 and leaving 38,531 shares worth $1.88M. The position accounts for 0.44% of the portfolio, ranked #46.

BOS Asset Management first reported a position in XLB in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.96M in Q2 2026. 88 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

BOS Asset Management held 38,531 shares of State Street Materials Select Sector SPDR ETF worth $1.88M as of Q3 2026.
BOS Asset Management sold 14 State Street Materials Select Sector SPDR ETF shares in Q3 2026, an estimated $720.
State Street Materials Select Sector SPDR ETF made up 0.44% of BOS Asset Management's portfolio in Q3 2026, its #46 holding.
BOS Asset Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
BOS Asset Management's State Street Materials Select Sector SPDR ETF position peaked at $1.96M in Q2 2026.
88 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.