Finivi Inc’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Finivi Inc’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	$656K	Sell	12,901 -62	-0.5%	-$3.18K	0.34%	68
2026 Q1	$648K	Buy	+12,963	New	+$650K	0.35%	61
2024 Q4	–	Sell	-38,648	Closed	-$1.86M	–	96
2024 Q3	$1.86M	Buy	38,648 +200	+0.5%	+$9.12K	1.51%	25
2024 Q2	$1.7M	Buy	38,448 +928	+2%	+$41.9K	1.41%	23
2024 Q1	$1.74M	Buy	37,520 +1,562	+4%	+$67.2K	1.58%	23
2023 Q4	$1.54M	Buy	+35,958	New	+$1.44M	1.5%	23

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

Finivi Inc's XLB Position: Q2 2026 in Review

Finivi Inc reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.48% in Q2 2026, selling an estimated $3.18K and leaving 12,901 shares worth $656K. The position accounts for 0.34% of the portfolio, ranked #68.

Finivi Inc first reported a position in XLB in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.86M in Q3 2024. 910 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Finivi Inc held 12,901 shares of State Street Materials Select Sector SPDR ETF worth $656K as of Q2 2026.
Finivi Inc sold 62 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $3.18K.
State Street Materials Select Sector SPDR ETF made up 0.34% of Finivi Inc's portfolio in Q2 2026, its #68 holding.
Finivi Inc first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2023 and has held it in 6 quarters since.
Finivi Inc's State Street Materials Select Sector SPDR ETF position peaked at $1.86M in Q3 2024.
910 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.