IA
XLB icon

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

IAM 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 		$578K Buy
11,364
+2,997
+36% +$154K 0.11% 75
2026
Q1 		$418K Sell
8,367
-583
-7% -$29.2K 0.09% 74
2025
Q4 		$406K Buy
8,950
+36
+0.4% +$1.59K 0.09% 77
2025
Q3 		$399K Buy
8,914
+1,430
+19% +$64.7K 0.09% 76
2025
Q2 		$329K Sell
7,484
-50
-0.7% -$2.12K 0.08% 77
2025
Q1 		$324K Buy
7,534
+796
+12% +$34.8K 0.08% 81
2024
Q4 		$283K Buy
6,738
+26
+0.4% +$1.2K 0.07% 82
2024
Q3 		$323K Buy
6,712
+232
+4% +$10.6K 0.08% 81
2024
Q2 		$286K Sell
6,480
-3,596
-36% -$163K 0.08% 82
2024
Q1 		$468K Buy
10,076
+3,268
+48% +$141K 0.13% 74
2023
Q4 		$291K Sell
6,808
-756
-10% -$30.2K 0.09% 75
2023
Q3 		$297K Buy
7,564
+470
+7% +$19.3K 0.1% 75
2023
Q2 		$294K Sell
7,094
-928
-12% -$36.9K 0.1% 72
2023
Q1 		$324K Sell
8,022
-4,650
-37% -$188K 0.11% 76
2022
Q4 		$492K Buy
12,672
+5,172
+69% +$199K 0.18% 63
2022
Q3 		$255K Sell
7,500
-68,340
-90% -$2.57M 0.11% 71
2022
Q2 		$2.79M Sell
75,840
-3,814
-5% -$160K 1.15% 13
2022
Q1 		$3.51M Buy
79,654
+1,746
+2% +$74.5K 1.43% 11
2021
Q4 		$3.44M Buy
77,908
+1,194
+2% +$51.6K 1.36% 11
2021
Q3 		$3.11M Buy
+76,714
New +$3.19M 1.32% 10
2021
Q2 		– Sell
-106,930
Closed -$4.51M – 105
2021
Q1 		$4.51M Buy
106,930
+8,786
+9% +$332K 1.96% 7
2020
Q4 		$3.56M Buy
+98,144
New +$3.36M 1.79% 7

Other funds holding XLB

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return