Clearstead Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Clearstead Advisors’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	$231K	Buy	4,538 +1	+0%	+$51	﹤0.01%	1021
2026 Q1	$227K	Buy	4,537 +323	+8%	+$16.2K	﹤0.01%	961
2025 Q4	$191K	Sell	4,214 -36	-0.8%	-$1.59K	﹤0.01%	948
2025 Q3	$190K	Sell	4,250 -922	-18%	-$41.7K	﹤0.01%	893
2025 Q2	$227K	Buy	5,172 +1,152	+29%	+$48.8K	﹤0.01%	859
2025 Q1	$173K	Sell	4,020 -3,018	-43%	-$132K	﹤0.01%	865
2024 Q4	$296K	Buy	7,038 +2,938	+72%	+$136K	﹤0.01%	725
2024 Q3	$198K	Sell	4,100 -136	-3%	-$6.2K	﹤0.01%	866
2024 Q2	$187K	Buy	4,236 +90	+2%	+$4.07K	﹤0.01%	839
2024 Q1	$190K	Hold	4,146	–	–	0.01%	475
2023 Q4	$177K	Buy	4,146 +430	+12%	+$17.2K	0.01%	471
2023 Q3	$146K	Hold	3,716	–	–	0.01%	478
2023 Q2	$154K	Hold	3,716	–	–	0.01%	477
2023 Q1	$150K	Hold	3,716	–	–	0.01%	440
2022 Q4	$144K	Sell	3,716 -108	-3%	-$4.15K	0.01%	425
2022 Q3	$130K	Hold	3,824	–	–	0.01%	425
2022 Q2	$141K	Sell	3,824 -372	-9%	-$15.6K	0.01%	435
2022 Q1	$185K	Sell	4,196 -530	-11%	-$22.6K	0.01%	419
2021 Q4	$214K	Buy	4,726 +1,158	+32%	+$50K	0.01%	380
2021 Q3	$141K	Buy	3,568 +1,850	+108%	+$76.9K	0.01%	424
2021 Q2	$71K	Hold	1,718	–	–	0.01%	508
2021 Q1	$68K	Sell	1,718 -292	-15%	-$11K	0.01%	500
2020 Q4	$73K	Hold	2,010	–	–	0.01%	461
2020 Q3	$64K	Buy	2,010 +410	+26%	+$12.7K	0.01%	432
2020 Q2	$45K	Hold	1,600	–	–	0.01%	442
2020 Q1	$36K	Buy	+1,600	New	+$43.9K	0.01%	447

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

Clearstead Advisors's XLB Position: Q2 2026 in Review

Clearstead Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.02% in Q2 2026, buying an estimated $51 and bringing the position to 4,538 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Clearstead Advisors first reported a position in XLB in Q1 2020 and has held it in 26 quarters since. The position peaked at $296K in Q4 2024. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Clearstead Advisors held 4,538 shares of State Street Materials Select Sector SPDR ETF worth $231K as of Q2 2026.
Clearstead Advisors bought 1 State Street Materials Select Sector SPDR ETF share in Q2 2026, an estimated $51.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1021 holding.
Clearstead Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Clearstead Advisors's State Street Materials Select Sector SPDR ETF position peaked at $296K in Q4 2024.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.