Dynamic Advisor Solutions’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Dynamic Advisor Solutions’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	$270K	Buy	+5,306	New	+$272K	0.01%	901
2025 Q4	–	Sell	-11,600	Closed	-$520K	–	1002
2025 Q3	$520K	Buy	11,600 +6,240	+116%	+$282K	0.02%	615
2025 Q2	$235K	Sell	5,360 -6,842	-56%	-$290K	0.01%	815
2025 Q1	$525K	Buy	+12,202	New	+$533K	0.02%	570
2024 Q4	–	Sell	-33,942	Closed	-$1.64M	–	935
2024 Q3	$1.64M	Buy	33,942 +17,360	+105%	+$792K	0.05%	333
2024 Q2	$732K	Buy	16,582 +2,904	+21%	+$131K	0.02%	528
2024 Q1	$635K	Sell	13,678 -410	-3%	-$17.6K	0.02%	547
2023 Q4	$594K	Buy	14,088 +36	+0.3%	+$1.44K	0.02%	534
2023 Q3	$552K	Buy	14,052 +1,062	+8%	+$43.6K	0.03%	492
2023 Q2	$538K	Buy	12,990 +712	+6%	+$28.3K	0.03%	472
2023 Q1	$495K	Buy	+12,278	New	+$497K	0.03%	469
2022 Q3	–	Sell	-9,558	Closed	-$352K	–	743
2022 Q2	$352K	Buy	9,558 +4,654	+95%	+$195K	0.03%	488
2022 Q1	$216K	Sell	4,904 -486	-9%	-$20.7K	0.02%	662
2021 Q4	$244K	Sell	5,390 -1,186	-18%	-$51.2K	0.02%	630
2021 Q3	$260K	Buy	6,576 +1,188	+22%	+$49.4K	0.02%	616
2021 Q2	$222K	Sell	5,388 -64	-1%	-$2.7K	0.02%	645
2021 Q1	$215K	Buy	+5,452	New	+$206K	0.02%	595
2014 Q4	–	Sell	-23,440	Closed	-$581K	–	216
2014 Q3	$581K	Sell	23,440 -6,470	-22%	-$161K	0.32%	92
2014 Q2	$742K	Sell	29,910 -2,626	-8%	-$63.4K	0.45%	71
2014 Q1	$769K	Buy	+32,536	New	+$748K	0.52%	64

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

Dynamic Advisor Solutions's XLB Position: Q2 2026 in Review

Dynamic Advisor Solutions opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 5,306 shares worth $270K. The stake represents 0.01% of the portfolio and ranks #901 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in XLB as recently as Q3 2025.

Dynamic Advisor Solutions first reported a position in XLB in Q1 2014 and has held it in 20 quarters since. The position peaked at $1.64M in Q3 2024. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Dynamic Advisor Solutions held 5,306 shares of State Street Materials Select Sector SPDR ETF worth $270K as of Q2 2026.
State Street Materials Select Sector SPDR ETF was a new Dynamic Advisor Solutions position in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #901 holding.
Dynamic Advisor Solutions first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2014 and has held it in 20 quarters since.
Dynamic Advisor Solutions's State Street Materials Select Sector SPDR ETF position peaked at $1.64M in Q3 2024.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.