Financial & Tax Architects’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Financial & Tax Architects’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	$1.35M	Buy	26,506 +6	+0%	+$308	0.28%	63
2026 Q1	$1.32M	Buy	26,500 +2,310	+10%	+$116K	0.3%	63
2025 Q4	$1.1M	Sell	24,190 -1,204	-5%	-$53.2K	0.25%	70
2025 Q3	$1.14M	Buy	+25,394	New	+$1.15M	0.25%	67
2025 Q1	–	Sell	-14,718	Closed	-$619K	–	112
2024 Q4	$619K	Buy	14,718 +1,932	+15%	+$89.5K	0.16%	71
2024 Q3	$616K	Sell	12,786 -934	-7%	-$42.6K	0.16%	67
2024 Q2	$606K	Sell	13,720 -520	-4%	-$23.5K	0.16%	67
2024 Q1	$661K	Sell	14,240 -1,320	-8%	-$56.8K	0.18%	65
2023 Q4	$666K	Sell	15,560 -2,690	-15%	-$108K	0.2%	66
2023 Q3	$717K	Buy	+18,250	New	+$749K	0.22%	62
2023 Q2	–	Sell	-22,952	Closed	-$926K	–	89
2023 Q1	$926K	Sell	22,952 -8,502	-27%	-$344K	0.3%	49
2022 Q4	$1.3M	Buy	+31,454	New	+$1.21M	0.44%	43
2022 Q3	–	Sell	-35,570	Closed	-$1.31M	–	81
2022 Q2	$1.31M	Buy	+35,570	New	+$1.49M	0.5%	46
2022 Q1	–	Sell	-27,654	Closed	-$1.25M	–	105
2021 Q4	$1.25M	Buy	27,654 +5,240	+23%	+$226K	0.51%	55
2021 Q3	$887K	Buy	22,414 +5,898	+36%	+$245K	0.4%	61
2021 Q2	$680K	Buy	16,516 +2,690	+19%	+$113K	0.33%	70
2021 Q1	$545K	Buy	+13,826	New	+$522K	0.31%	61

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

Financial & Tax Architects's XLB Position: Q2 2026 in Review

Financial & Tax Architects increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.02% in Q2 2026, buying an estimated $308 and bringing the position to 26,506 shares worth $1.35M. The position accounts for 0.28% of the portfolio, ranked #63.

Financial & Tax Architects first reported a position in XLB in Q1 2021 and has held it in 17 quarters since. 928 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Financial & Tax Architects held 26,506 shares of State Street Materials Select Sector SPDR ETF worth $1.35M as of Q2 2026.
Financial & Tax Architects bought 6 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $308.
State Street Materials Select Sector SPDR ETF made up 0.28% of Financial & Tax Architects's portfolio in Q2 2026, its #63 holding.
Financial & Tax Architects first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2021 and has held it in 17 quarters since.
928 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.