Foundations Investment Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Foundations Investment 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	$1.03M	Buy	20,329 +3,219	+19%	+$165K	0.01%	561
2026 Q1	$855K	Buy	+17,110	New	+$858K	0.01%	557
2025 Q4	–	Sell	-25,194	Closed	-$1.13M	–	1196
2025 Q3	$1.13M	Buy	25,194 +13,636	+118%	+$617K	0.02%	440
2025 Q2	$507K	Sell	11,558 -16,190	-58%	-$686K	0.01%	574
2025 Q1	$1.19M	Buy	27,748 +22,594	+438%	+$987K	0.02%	369
2024 Q4	$217K	Sell	5,154 -750	-13%	-$34.7K	﹤0.01%	786
2024 Q3	$285K	Sell	5,904 -1,408	-19%	-$64.2K	0.01%	652
2024 Q2	$323K	Sell	7,312 -19,512	-73%	-$882K	0.01%	590
2024 Q1	$1.25M	Buy	26,824 +17,732	+195%	+$763K	0.03%	285
2023 Q4	$380K	Sell	9,092 -15,462	-63%	-$618K	0.01%	496
2023 Q3	$964K	Buy	24,554 +18,416	+300%	+$756K	0.03%	287
2023 Q2	$254K	Sell	6,138 -1,314	-18%	-$52.3K	0.01%	503
2023 Q1	$301K	Sell	7,452 -28,250	-79%	-$1.14M	0.01%	400
2022 Q4	$1.39M	Sell	35,702 -39,500	-53%	-$1.52M	0.06%	173
2022 Q3	$2.56M	Buy	75,202 +16,224	+28%	+$610K	0.11%	81
2022 Q2	$2.15M	Sell	58,978 -9,792	-14%	-$410K	0.09%	91
2022 Q1	$3.06M	Buy	68,770 +23,062	+50%	+$984K	0.12%	69
2021 Q4	$2.06M	Buy	45,708 +31,732	+227%	+$1.37M	0.08%	90
2021 Q3	$564K	Buy	13,976 +1,474	+12%	+$61.3K	0.02%	165
2021 Q2	$519K	Buy	+12,502	New	+$527K	0.02%	164
2018 Q4	–	Sell	-159,094	Closed	-$4.61M	–	135
2018 Q3	$4.61M	Buy	159,094 +14,282	+10%	+$421K	1.12%	20
2018 Q2	$4.21M	Buy	+144,812	New	+$4.24M	1.12%	22

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

Foundations Investment Advisors's XLB Position: Q2 2026 in Review

Foundations Investment Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 19% in Q2 2026, buying an estimated $165K and bringing the position to 20,329 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #561.

Foundations Investment Advisors first reported a position in XLB in Q2 2018 and has held it in 22 quarters since. The position peaked at $4.61M in Q3 2018. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Foundations Investment Advisors held 20,329 shares of State Street Materials Select Sector SPDR ETF worth $1.03M as of Q2 2026.
Foundations Investment Advisors bought 3,219 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $165K.
State Street Materials Select Sector SPDR ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #561 holding.
Foundations Investment Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2018 and has held it in 22 quarters since.
Foundations Investment Advisors's State Street Materials Select Sector SPDR ETF position peaked at $4.61M in Q3 2018.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.