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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$668K Sell
13,151
-617
-4% -$31.6K 0.14% 101
2026
Q1
$713K Buy
13,768
+1,751
+15% +$87.8K 0.15% 95
2025
Q4
$627K Sell
12,017
-1,649
-12% -$72.9K 0.13% 105
2025
Q3
$612K Buy
13,666
+162
+1% +$7.33K 0.17% 108
2025
Q2
$593K Buy
13,504
+882
+7% +$37.4K 0.19% 98
2025
Q1
$543K Buy
12,622
+676
+6% +$29.5K 0.19% 98
2024
Q4
$503K Buy
11,946
+512
+4% +$23.7K 0.13% 106
2024
Q3
$551K Sell
11,434
-502
-4% -$22.9K 0.15% 101
2024
Q2
$527K Sell
11,936
-542
-4% -$24.5K 0.24% 81
2024
Q1
$555K Buy
12,478
+1,128
+10% +$48.5K 0.26% 81
2023
Q4
$485K Buy
+11,350
New +$454K 0.25% 87
2021
Q4
$492K Buy
+11,824
New +$511K 0.25% 83

Other funds holding XLB

Evernest Financial Advisors's XLB Position: Q2 2026 in Review

Evernest Financial Advisors reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 4.5% in Q2 2026, selling an estimated $31.6K and leaving 13,151 shares worth $668K. The position accounts for 0.14% of the portfolio, ranked #101.

Evernest Financial Advisors first reported a position in XLB in Q4 2021 and has held it in 12 quarters since. The position peaked at $713K in Q1 2026. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

  • Evernest Financial Advisors held 13,151 shares of State Street Materials Select Sector SPDR ETF worth $668K as of Q2 2026.
  • Evernest Financial Advisors sold 617 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $31.6K.
  • State Street Materials Select Sector SPDR ETF made up 0.14% of Evernest Financial Advisors's portfolio in Q2 2026, its #101 holding.
  • Evernest Financial Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and has held it in 12 quarters since.
  • Evernest Financial Advisors's State Street Materials Select Sector SPDR ETF position peaked at $713K in Q1 2026.
  • 926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.