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 Q3	$21.2K	Buy	+435	New	+$22.4K	0.01%	152
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

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

Clayton Financial Group's XLB Position: Q3 2026 in Review

Clayton Financial Group opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q3 2026: 435 shares worth $21.2K. The stake represents 0.01% of the portfolio and ranks #152 among its holdings. This is a return to the name: Clayton Financial Group previously reported a position in XLB as recently as Q1 2026.

Clayton Financial Group first reported a position in XLB in Q1 2024 and has held it in 8 quarters since. The position peaked at $251K in Q3 2024. 84 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

Clayton Financial Group held 435 shares of State Street Materials Select Sector SPDR ETF worth $21.2K as of Q3 2026.
State Street Materials Select Sector SPDR ETF was a new Clayton Financial Group position in Q3 2026.
State Street Materials Select Sector SPDR ETF made up 0.01% of Clayton Financial Group's portfolio in Q3 2026, its #152 holding.
Clayton Financial Group first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2024 and has held it in 8 quarters since.
Clayton Financial Group's State Street Materials Select Sector SPDR ETF position peaked at $251K in Q3 2024.
84 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

Based on Clayton Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.