EverSource Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

EverSource Wealth Advisors’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	$35.1K	Sell	691 -316	-31%	-$16.2K	﹤0.01%	2013
2026 Q1	$50.3K	Hold	1,007	–	–	﹤0.01%	1877
2025 Q4	$45.7K	Sell	1,007 -57	-5%	-$2.52K	﹤0.01%	1799
2025 Q3	$47.7K	Buy	1,064 +82	+8%	+$3.71K	﹤0.01%	1748
2025 Q2	$43.1K	Sell	982 -140	-12%	-$5.93K	﹤0.01%	1716
2025 Q1	$48.2K	Buy	1,122 +990	+750%	+$43.3K	﹤0.01%	1261
2024 Q4	$5.55K	Buy	+132	New	+$6.11K	﹤0.01%	2295
2024 Q2	–	Sell	-1,200	Closed	-$53.2K	–	3152
2024 Q1	$53.2K	Sell	1,200 -200	-14%	-$8.6K	﹤0.01%	961
2023 Q4	$59.9K	Hold	1,400	–	–	0.01%	827
2023 Q3	$55K	Hold	1,400	–	–	0.01%	770
2023 Q2	$58K	Hold	1,400	–	–	0.01%	779
2023 Q1	$56.5K	Sell	1,400 -26	-2%	-$1.05K	0.01%	748
2022 Q4	$55.4K	Buy	+1,426	New	+$54.8K	0.01%	726
2022 Q2	–	Sell	-392	Closed	-$17K	–	1907
2022 Q1	$17K	Sell	392 -272	-41%	-$11.6K	﹤0.01%	774
2021 Q4	$30K	Buy	+664	New	+$28.7K	0.01%	537

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

EverSource Wealth Advisors's XLB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 31% in Q2 2026, selling an estimated $16.2K and leaving 691 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

EverSource Wealth Advisors first reported a position in XLB in Q4 2021 and has held it in 15 quarters since. The position peaked at $59.9K in Q4 2023. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

EverSource Wealth Advisors held 691 shares of State Street Materials Select Sector SPDR ETF worth $35.1K as of Q2 2026.
EverSource Wealth Advisors sold 316 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $16.2K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2013 holding.
EverSource Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and has held it in 15 quarters since.
EverSource Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $59.9K in Q4 2023.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.