Guardian Wealth Advisors (North Carolina)’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-36	Closed	-$1.78K	–	610
2026 Q1	$1.78K	Buy	+36	New	+$1.81K	﹤0.01%	591
2025 Q3	–	Sell	-28	Closed	-$1.26K	–	557
2025 Q2	$1.26K	Buy	28 +6	+27%	+$254	﹤0.01%	533
2025 Q1	$966	Hold	22	–	–	﹤0.01%	513
2024 Q4	$941	Buy	22 +8	+57%	+$370	﹤0.01%	498
2024 Q3	$689	Hold	14	–	–	﹤0.01%	439
2024 Q2	$628	Buy	14 +2	+17%	+$90	﹤0.01%	426
2024 Q1	$565	Sell	12 -898	-99%	-$38.6K	﹤0.01%	442
2023 Q4	$38.1K	Buy	910 +2	+0.2%	+$80	0.01%	327
2023 Q3	$38K	Buy	908 +2	+0.2%	+$82	0.01%	312
2023 Q2	$37.5K	Buy	906 +2	+0.2%	+$80	0.01%	298
2023 Q1	$36.5K	Buy	904 +2	+0.2%	+$81	0.01%	291
2022 Q4	$35K	Hold	902	–	–	0.01%	273
2022 Q3	$31K	Sell	902 -554	-38%	-$20.8K	0.01%	254
2022 Q2	$54K	Sell	1,456 -234	-14%	-$9.79K	0.01%	233
2022 Q1	$75K	Buy	1,690 +234	+16%	+$9.98K	0.03%	182
2021 Q4	$66K	Buy	+1,456	New	+$62.9K	0.03%	168

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

Guardian Wealth Advisors (North Carolina)'s XLB Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026, closing a stake of 36 shares — an estimated $1.78K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in XLB in Q4 2021 and held it in 16 quarters. The position peaked at $75K in Q1 2022. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 36 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $1.78K.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and held it in 16 quarters.
Guardian Wealth Advisors (North Carolina)'s State Street Materials Select Sector SPDR ETF position peaked at $75K in Q1 2022.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.