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

Callan 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	$668K	Buy	13,132 +150	+1%	+$7.69K	0.01%	719
2026 Q1	$649K	Hold	12,982	–	–	0.01%	680
2025 Q4	$589K	Sell	12,982 -830	-6%	-$36.7K	0.01%	721
2025 Q3	$619K	Hold	13,812	–	–	0.02%	478
2025 Q2	$606K	Hold	13,812	–	–	0.02%	533
2025 Q1	$594K	Hold	13,812	–	–	0.04%	293
2024 Q4	$581K	Buy	+13,812	New	+$640K	0.04%	341

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

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

Callan Family Office increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 1.2% in Q2 2026, buying an estimated $7.69K and bringing the position to 13,132 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #719.

Callan Family Office first reported a position in XLB in Q4 2024 and has held it in 7 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Callan Family Office held 13,132 shares of State Street Materials Select Sector SPDR ETF worth $668K as of Q2 2026.
Callan Family Office bought 150 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $7.69K.
State Street Materials Select Sector SPDR ETF made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #719 holding.
Callan Family Office first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.