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

Crewe 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	$97.5K	Buy	1,918 +638	+50%	+$32.7K	0.01%	341
2026 Q1	$64K	Hold	1,280	–	–	0.01%	352
2025 Q4	$58K	Hold	1,280	–	–	0.01%	349
2025 Q3	$57.4K	Sell	1,280 -24	-2%	-$1.08K	0.01%	361
2025 Q2	$57.3K	Buy	1,304 +24	+2%	+$1.02K	0.01%	279
2025 Q1	$55K	Sell	1,280 -164	-11%	-$7.17K	0.01%	259
2024 Q4	$60.8K	Hold	1,444	–	–	0.01%	263
2024 Q3	$69.6K	Hold	1,444	–	–	0.01%	265
2024 Q2	$63.8K	Buy	1,444 +164	+13%	+$7.41K	0.01%	338
2024 Q1	$59.5K	Hold	1,280	–	–	0.01%	346
2023 Q4	$54.7K	Hold	1,280	–	–	0.01%	124
2023 Q3	$50.3K	Buy	1,280 +450	+54%	+$18.5K	0.01%	138
2023 Q2	$34.4K	Sell	830 -30	-3%	-$1.19K	﹤0.01%	300
2023 Q1	$34.7K	Hold	860	–	–	0.01%	354
2022 Q4	$33.4K	Hold	860	–	–	0.01%	348
2022 Q3	$29K	Hold	860	–	–	0.01%	401
2022 Q2	$32K	Buy	860 +80	+10%	+$3.35K	0.01%	347
2022 Q1	$34K	Sell	780 -50	-6%	-$2.13K	0.01%	259
2021 Q4	$38K	Buy	830 +80	+11%	+$3.46K	0.01%	213
2021 Q3	$30K	Hold	750	–	–	0.01%	187
2021 Q2	$31K	Hold	750	–	–	0.01%	191
2021 Q1	$30K	Hold	750	–	–	0.01%	191
2020 Q4	$27K	Hold	750	–	–	0.01%	181
2020 Q3	$24K	Hold	750	–	–	0.01%	172
2020 Q2	$21K	Hold	750	–	–	0.01%	142
2020 Q1	$17K	Hold	750	–	–	0.01%	132
2019 Q4	$23K	Hold	750	–	–	0.01%	149
2019 Q3	$22K	Hold	750	–	–	0.01%	157
2019 Q2	$22K	Hold	750	–	–	0.01%	183
2019 Q1	$21K	Hold	750	–	–	0.01%	160
2018 Q4	$19K	Hold	750	–	–	0.01%	163
2018 Q3	$22K	Sell	750 -306	-29%	-$9.03K	0.02%	169
2018 Q2	$31K	Buy	1,056 +306	+41%	+$8.97K	0.03%	154
2018 Q1	$21K	Sell	750 -2,672	-78%	-$81K	0.02%	183
2017 Q4	$104K	Buy	+3,422	New	+$101K	0.1%	74

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

Crewe Advisors's XLB Position: Q2 2026 in Review

Crewe Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 50% in Q2 2026, buying an estimated $32.7K and bringing the position to 1,918 shares worth $97.5K. The position accounts for 0.01% of the portfolio, ranked #341.

Crewe Advisors first reported a position in XLB in Q4 2017 and has held it in 35 quarters since. The position peaked at $104K in Q4 2017. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Crewe Advisors held 1,918 shares of State Street Materials Select Sector SPDR ETF worth $97.5K as of Q2 2026.
Crewe Advisors bought 638 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $32.7K.
State Street Materials Select Sector SPDR ETF made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #341 holding.
Crewe Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
Crewe Advisors's State Street Materials Select Sector SPDR ETF position peaked at $104K in Q4 2017.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.