Clayton Financial Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Clayton Financial Group’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	–	Sell	-435	Closed	-$21.7K	–	577
2026 Q1	$21.7K	Sell	435 -53	-11%	-$2.66K	0.01%	184
2025 Q4	$22.1K	Buy	+488	New	+$21.6K	0.01%	182
2025 Q2	–	Sell	-5,250	Closed	-$226K	–	115
2025 Q1	$226K	Buy	5,250 +24	+0.5%	+$1.05K	0.08%	106
2024 Q4	$220K	Buy	5,226 +28	+0.5%	+$1.3K	0.08%	114
2024 Q3	$251K	Buy	5,198 +48	+0.9%	+$2.19K	0.09%	97
2024 Q2	$239K	Hold	5,150	–	–	0.1%	90
2024 Q1	$239K	Buy	+5,150	New	+$221K	0.11%	87

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

Clayton Financial Group's XLB Position: Q2 2026 in Review

Clayton Financial Group sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026, closing a stake of 435 shares — an estimated $21.7K sold.

Clayton Financial Group first reported a position in XLB in Q1 2024 and held it in 7 quarters. The position peaked at $251K in Q3 2024. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Clayton Financial Group reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 435 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $21.7K.
Clayton Financial Group first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2024 and held it in 7 quarters.
Clayton Financial Group's State Street Materials Select Sector SPDR ETF position peaked at $251K in Q3 2024.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.