D.B. Root & Company’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

D.B. Root & Company’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	$727K	Buy	14,310 +201	+1%	+$10.3K	0.15%	92
2026 Q1	$705K	Buy	+14,109	New	+$708K	0.17%	90
2023 Q2	–	Sell	-22,486	Closed	-$907K	–	181
2023 Q1	$907K	Buy	+22,486	New	+$910K	0.36%	78
2022 Q3	–	Sell	-27,474	Closed	-$1.01M	–	171
2022 Q2	$1.01M	Buy	+27,474	New	+$1.15M	0.43%	63

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

D.B. Root & Company's XLB Position: Q2 2026 in Review

D.B. Root & Company increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 1.4% in Q2 2026, buying an estimated $10.3K and bringing the position to 14,310 shares worth $727K. The position accounts for 0.15% of the portfolio, ranked #92.

D.B. Root & Company first reported a position in XLB in Q2 2022 and has held it in 4 quarters since. The position peaked at $1.01M in Q2 2022. 928 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

D.B. Root & Company held 14,310 shares of State Street Materials Select Sector SPDR ETF worth $727K as of Q2 2026.
D.B. Root & Company bought 201 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $10.3K.
State Street Materials Select Sector SPDR ETF made up 0.15% of D.B. Root & Company's portfolio in Q2 2026, its #92 holding.
D.B. Root & Company first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2022 and has held it in 4 quarters since.
D.B. Root & Company's State Street Materials Select Sector SPDR ETF position peaked at $1.01M in Q2 2022.
928 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.