Capital Analysts LLC’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Capital Analysts LLC’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	$18K	Hold	362	–	–	﹤0.01%	1187
2026 Q1	$18K	Sell	362 -2,331	-87%	-$117K	﹤0.01%	1153
2025 Q4	$122K	Buy	2,693 +2,351	+687%	+$104K	﹤0.01%	726
2025 Q3	$15K	Hold	342	–	–	﹤0.01%	1131
2025 Q2	$15K	Sell	342 -22	-6%	-$933	﹤0.01%	1083
2025 Q1	$16K	Buy	364 +342	+1,555%	+$14.9K	﹤0.01%	1047
2024 Q4	$1K	Hold	22	–	–	﹤0.01%	1286
2024 Q3	$1K	Sell	22 -942	-98%	-$43K	﹤0.01%	1307
2024 Q2	$43K	Buy	+964	New	+$43.6K	﹤0.01%	739
2024 Q1	–	Sell	-1,154	Closed	-$49K	–	1150
2023 Q4	$49K	Buy	1,154 +916	+385%	+$36.6K	﹤0.01%	654
2023 Q3	$9K	Buy	+238	New	+$9.77K	﹤0.01%	904
2018 Q2	–	Sell	-24	Closed	-$1K	–	602
2018 Q1	$1K	Buy	+24	New	+$728	﹤0.01%	554

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

Capital Analysts LLC's XLB Position: Q2 2026 in Review

Capital Analysts LLC held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 362 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

Capital Analysts LLC first reported a position in XLB in Q1 2018 and has held it in 12 quarters since. The position peaked at $122K in Q4 2025. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Capital Analysts LLC held 362 shares of State Street Materials Select Sector SPDR ETF worth $18K as of Q2 2026.
Capital Analysts LLC left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1187 holding.
Capital Analysts LLC first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2018 and has held it in 12 quarters since.
Capital Analysts LLC's State Street Materials Select Sector SPDR ETF position peaked at $122K in Q4 2025.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.