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 Q3	$265K	Buy	5,442 +136	+3%	+$7K	0.01%	880
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

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Dynamic Advisor Solutions's XLB Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 2.6% in Q3 2026, buying an estimated $7K and bringing the position to 5,442 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #880.

Dynamic Advisor Solutions first reported a position in XLB in Q1 2014 and has held it in 21 quarters since. The position peaked at $1.64M in Q3 2024. 98 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

Dynamic Advisor Solutions held 5,442 shares of State Street Materials Select Sector SPDR ETF worth $265K as of Q3 2026.
Dynamic Advisor Solutions bought 136 State Street Materials Select Sector SPDR ETF shares in Q3 2026, an estimated $7K.
State Street Materials Select Sector SPDR ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #880 holding.
Dynamic Advisor Solutions first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2014 and has held it in 21 quarters since.
Dynamic Advisor Solutions's State Street Materials Select Sector SPDR ETF position peaked at $1.64M in Q3 2024.
98 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.