Gladstone Institutional Advisory’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Gladstone Institutional Advisory’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	$4.1M	Buy	80,690 +19,353	+32%	+$993K	0.13%	171
2026 Q1	$3.07M	Buy	61,337 +2,909	+5%	+$146K	0.11%	193
2025 Q4	$2.65M	Buy	58,428 +1,528	+3%	+$67.5K	0.1%	219
2025 Q3	$2.55M	Sell	56,900 -31,474	-36%	-$1.42M	0.1%	209
2025 Q2	$3.88M	Sell	88,374 -16,326	-16%	-$692K	0.16%	145
2025 Q1	$4.5M	Buy	104,700 +26,882	+35%	+$1.17M	0.21%	115
2024 Q4	$3.27M	Sell	77,818 -53,528	-41%	-$2.48M	0.15%	159
2024 Q3	$6.33M	Buy	131,346 +25,848	+25%	+$1.18M	0.31%	78
2024 Q2	$4.66M	Buy	105,498 +73,286	+228%	+$3.31M	0.24%	111
2024 Q1	$1.5M	Buy	32,212 +2,340	+8%	+$101K	0.08%	255
2023 Q4	$1.28M	Sell	29,872 -14,986	-33%	-$599K	0.07%	259
2023 Q3	$1.76M	Buy	44,858 +16,672	+59%	+$685K	0.11%	198
2023 Q2	$1.17M	Buy	28,186 +802	+3%	+$31.9K	0.07%	251
2023 Q1	$1.1M	Sell	27,384 -40,222	-59%	-$1.63M	0.07%	265
2022 Q4	$2.63M	Buy	67,606 +31,952	+90%	+$1.23M	0.19%	160
2022 Q3	$1.21M	Buy	35,654 +2,866	+9%	+$108K	0.09%	240
2022 Q2	$1.21M	Buy	32,788 +4,016	+14%	+$168K	0.1%	240
2022 Q1	$1.27M	Buy	28,772 +18,970	+194%	+$809K	0.09%	249
2021 Q4	$444K	Buy	9,802 +2,366	+32%	+$102K	0.03%	404
2021 Q3	$294K	Buy	7,436 +1,814	+32%	+$75.4K	0.03%	435
2021 Q2	$231K	Buy	+5,622	New	+$237K	0.03%	459

Other funds holding XLB

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Gladstone Institutional Advisory's XLB Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 32% in Q2 2026, buying an estimated $993K and bringing the position to 80,690 shares worth $4.1M. The position accounts for 0.13% of the portfolio, ranked #171.

Gladstone Institutional Advisory first reported a position in XLB in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.33M in Q3 2024. 288 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Gladstone Institutional Advisory held 80,690 shares of State Street Materials Select Sector SPDR ETF worth $4.1M as of Q2 2026.
Gladstone Institutional Advisory bought 19,353 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $993K.
State Street Materials Select Sector SPDR ETF made up 0.13% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #171 holding.
Gladstone Institutional Advisory first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Gladstone Institutional Advisory's State Street Materials Select Sector SPDR ETF position peaked at $6.33M in Q3 2024.
288 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.