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 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

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

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

BOS Asset Management increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 2.5% in Q2 2026, buying an estimated $47.7K and bringing the position to 38,545 shares worth $1.96M. The position accounts for 0.45% of the portfolio, ranked #51.

BOS Asset Management first reported a position in XLB in Q4 2022 and has held it in 15 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

BOS Asset Management held 38,545 shares of State Street Materials Select Sector SPDR ETF worth $1.96M as of Q2 2026.
BOS Asset Management bought 930 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $47.7K.
State Street Materials Select Sector SPDR ETF made up 0.45% of BOS Asset Management's portfolio in Q2 2026, its #51 holding.
BOS Asset Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

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