Econ Financial Services’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Econ Financial Services’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	–	Sell	-55,197	Closed	-$2.76M	–	98
2026 Q1	$2.76M	Buy	+55,197	New	+$2.77M	1.28%	32
2024 Q3	–	Sell	-35,484	Closed	-$1.57M	–	108
2024 Q2	$1.57M	Buy	35,484 +1,744	+5%	+$78.8K	0.97%	27
2024 Q1	$1.57M	Buy	33,740 +19,996	+145%	+$860K	0.97%	32
2023 Q4	$588K	Sell	13,744 -22	-0.2%	-$880	0.41%	55
2023 Q3	$541K	Sell	13,766 -16,968	-55%	-$697K	0.39%	58
2023 Q2	$1.27M	Buy	30,734 +692	+2%	+$27.5K	0.9%	46
2023 Q1	$1.21M	Buy	+30,042	New	+$1.22M	0.92%	49
2022 Q3	–	Sell	-59,208	Closed	-$2.18M	–	111
2022 Q2	$2.18M	Buy	+59,208	New	+$2.48M	1.76%	22

Other funds holding XLB

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

PAS

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

Econ Financial Services's XLB Position: Q2 2026 in Review

Econ Financial Services sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026, closing a stake of 55,197 shares — an estimated $2.76M sold.

Econ Financial Services first reported a position in XLB in Q2 2022 and held it in 8 quarters. The position peaked at $2.76M in Q1 2026. 400 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Econ Financial Services reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Econ Financial Services sold 55,197 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $2.76M.
Econ Financial Services first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2022 and held it in 8 quarters.
Econ Financial Services's State Street Materials Select Sector SPDR ETF position peaked at $2.76M in Q1 2026.
400 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.