Fortis Group Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Fortis Group 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	$4.45K	Hold	88	–	–	﹤0.01%	460
2026 Q1	$4.38K	Hold	88	–	–	﹤0.01%	444
2025 Q4	$3.97K	Hold	88	–	–	﹤0.01%	451
2025 Q3	$3.93K	Hold	88	–	–	﹤0.01%	411
2025 Q2	$3.85K	Hold	88	–	–	﹤0.01%	408
2025 Q1	$3.77K	Hold	88	–	–	﹤0.01%	374
2024 Q4	$3.69K	Hold	88	–	–	﹤0.01%	389
2024 Q3	$4.22K	Hold	88	–	–	﹤0.01%	367
2024 Q2	$3.87K	Hold	88	–	–	﹤0.01%	371
2024 Q1	$4.07K	Sell	88 -88	-50%	-$3.79K	﹤0.01%	387
2023 Q4	$7.5K	Buy	176 +88	+100%	+$3.52K	﹤0.01%	326
2023 Q3	$3.44K	Buy	+88	New	+$3.61K	﹤0.01%	322
2020 Q3	$2K	Buy	+86	New	+$2.67K	﹤0.01%	411

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

Fortis Group Advisors's XLB Position: Q2 2026 in Review

Fortis Group Advisors held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 88 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Fortis Group Advisors first reported a position in XLB in Q3 2020 and has held it in 13 quarters since. The position peaked at $7.5K in Q4 2023. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Fortis Group Advisors held 88 shares of State Street Materials Select Sector SPDR ETF worth $4.45K as of Q2 2026.
Fortis Group Advisors left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #460 holding.
Fortis Group Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's State Street Materials Select Sector SPDR ETF position peaked at $7.5K in Q4 2023.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

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