Freestone Capital Holdings’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Freestone Capital Holdings’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
2019 Q2	–	Sell	-200,000	Closed	-$5.82M	–	388
2019 Q1	$5.82M	Buy	+200,000	New	+$5.39M	0.35%	84
2013 Q4	–	Sell	-6,000	Closed	-$126K	–	386
2013 Q3	$126K	Buy	+6,000	New	+$123K	0.02%	332

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

Freestone Capital Holdings's XLB Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 17,960 shares worth $913K. The stake represents 0.02% of the portfolio and ranks #274 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in XLB as recently as Q1 2025.

Freestone Capital Holdings first reported a position in XLB in Q3 2013 and has held it in 7 quarters since. 928 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Freestone Capital Holdings held 17,960 shares of State Street Materials Select Sector SPDR ETF worth $913K as of Q2 2026.
State Street Materials Select Sector SPDR ETF was a new Freestone Capital Holdings position in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.02% of Freestone Capital Holdings's portfolio in Q2 2026, its #274 holding.
Freestone Capital Holdings first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2013 and has held it in 7 quarters since.
928 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.