Financial Gravity Asset Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Financial Gravity Asset Management’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 Q1	$9.29K	Hold	186	–	–	﹤0.01%	589
2025 Q4	$8.44K	Sell	186 -198	-52%	-$8.75K	﹤0.01%	512
2025 Q3	$17.2K	Buy	+384	New	+$17.4K	﹤0.01%	457
2025 Q1	$8K	Buy	+186	New	+$8.13K	﹤0.01%	652
2024 Q2	$19.7K	Sell	446 -154	-26%	-$6.96K	﹤0.01%	395
2024 Q1	$26.1K	Sell	600 -34	-5%	-$1.46K	0.01%	341
2023 Q4	$27.2K	Buy	+634	New	+$25.3K	0.01%	340
2021 Q3	$79K	Sell	2 -1,978	-100%	-$82.2K	0.04%	427
2021 Q2	$82K	Buy	+1,980	New	+$83.4K	0.03%	414
2020 Q4	$6K	Buy	+164	New	+$5.62K	0.01%	226
2019 Q4	$61K	Sell	242 -268	-53%	-$7.92K	0.04%	542
2019 Q3	$15K	Sell	510 -1,812	-78%	-$52.2K	0.01%	526
2019 Q2	$68K	Buy	2,322 +1,876	+421%	+$52.9K	0.06%	272
2019 Q1	$13K	Buy	+446	New	+$12K	0.01%	516
2018 Q3	$9K	Sell	350 -34	-9%	-$1K	0.01%	607
2018 Q2	$11K	Sell	384 -86	-18%	-$2.52K	0.01%	558
2018 Q1	$13K	Buy	+470	New	+$14.2K	0.01%	553

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Gravity Asset Management's XLB Position: Q1 2026 in Review

Financial Gravity Asset Management held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q1 2026 at 186 shares worth $9.29K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Financial Gravity Asset Management first reported a position in XLB in Q1 2018 and has held it in 17 quarters since. The position peaked at $82K in Q2 2021. 902 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Financial Gravity Asset Management held 186 shares of State Street Materials Select Sector SPDR ETF worth $9.29K as of Q1 2026.
Financial Gravity Asset Management left its State Street Materials Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #589 holding.
Financial Gravity Asset Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's State Street Materials Select Sector SPDR ETF position peaked at $82K in Q2 2021.
902 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.