Contravisory Investment Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Contravisory Investment Management’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	$215K	Buy	+4,228	New	+$217K	0.04%	208
2025 Q1	–	Sell	-4,378	Closed	-$184K	–	463
2024 Q4	$184K	Sell	4,378 -2,440	-36%	-$113K	0.04%	230
2024 Q3	$329K	Buy	6,818 +2,818	+70%	+$129K	0.07%	171
2024 Q2	$177K	Buy	4,000 +198	+5%	+$8.95K	0.04%	216
2024 Q1	$177K	Sell	3,802 -20	-0.5%	-$860	0.04%	212
2023 Q4	$163K	Sell	3,822 -18	-0.5%	-$720	0.04%	210
2023 Q3	$151K	Buy	3,840 +356	+10%	+$14.6K	0.04%	215
2023 Q2	$144K	Sell	3,484 -156	-4%	-$6.2K	0.04%	212
2023 Q1	$147K	Buy	3,640 +902	+33%	+$36.5K	0.04%	206
2022 Q4	$106K	Buy	2,738 +66	+2%	+$2.54K	0.03%	218
2022 Q3	$91K	Sell	2,672 -3,484	-57%	-$131K	0.03%	214
2022 Q2	$227K	Sell	6,156 -150	-2%	-$6.28K	0.07%	169
2022 Q1	$278K	Buy	6,306 +540	+9%	+$23K	0.08%	164
2021 Q4	$261K	Sell	5,766 -2,190	-28%	-$94.6K	0.07%	173
2021 Q3	$315K	Sell	7,956 -208	-3%	-$8.65K	0.1%	154
2021 Q2	$336K	Buy	8,164 +3,834	+89%	+$162K	0.1%	142
2021 Q1	$171K	Buy	+4,330	New	+$163K	0.05%	179
2018 Q4	–	Sell	-9,530	Closed	-$276K	–	344
2018 Q3	$276K	Sell	9,530 -1,342	-12%	-$39.6K	0.1%	127
2018 Q2	$316K	Buy	10,872 +244	+2%	+$7.15K	0.12%	118
2018 Q1	$303K	Sell	10,628 -956	-8%	-$29K	0.11%	121
2017 Q4	$351K	Buy	11,584 +4,264	+58%	+$126K	0.13%	77
2017 Q3	$208K	Buy	+7,320	New	+$202K	0.07%	145
2017 Q2	–	Sell	-8,014	Closed	-$210K	–	268
2017 Q1	$210K	Sell	8,014 -704	-8%	-$18.3K	0.07%	103
2016 Q4	$217K	Sell	8,718 -1,324	-13%	-$32.1K	0.07%	61
2016 Q3	$240K	Buy	10,042 +9,564	+2,001%	+$230K	0.08%	50
2016 Q2	$11K	Buy	478 +36	+8%	+$838	﹤0.01%	124
2016 Q1	$10K	Sell	442 -38	-8%	-$787	﹤0.01%	121
2015 Q4	$10K	Sell	480 -346	-42%	-$7.68K	﹤0.01%	124
2015 Q3	$16K	Sell	826 -230	-22%	-$5.12K	﹤0.01%	118
2015 Q2	$26K	Sell	1,056 -54	-5%	-$1.36K	0.01%	123
2015 Q1	$27K	Sell	1,110 -560	-34%	-$13.9K	0.01%	99
2014 Q4	$41K	Buy	1,670 +730	+78%	+$17.6K	0.01%	93
2014 Q3	$23K	Hold	940	–	–	﹤0.01%	100
2014 Q2	$23K	Buy	+940	New	+$22.7K	﹤0.01%	104

Other funds holding XLB

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Contravisory Investment Management's XLB Position: Q2 2026 in Review

Contravisory Investment Management opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 4,228 shares worth $215K. The stake represents 0.04% of the portfolio and ranks #208 among its holdings. This is a return to the name: Contravisory Investment Management previously reported a position in XLB as recently as Q4 2024.

Contravisory Investment Management first reported a position in XLB in Q2 2014 and has held it in 34 quarters since. The position peaked at $351K in Q4 2017. 195 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Contravisory Investment Management held 4,228 shares of State Street Materials Select Sector SPDR ETF worth $215K as of Q2 2026.
State Street Materials Select Sector SPDR ETF was a new Contravisory Investment Management position in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.04% of Contravisory Investment Management's portfolio in Q2 2026, its #208 holding.
Contravisory Investment Management first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2014 and has held it in 34 quarters since.
Contravisory Investment Management's State Street Materials Select Sector SPDR ETF position peaked at $351K in Q4 2017.
195 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.