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

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

IAM Advisory's XLB Position: Q2 2026 in Review

IAM Advisory increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 36% in Q2 2026, buying an estimated $154K and bringing the position to 11,364 shares worth $578K. The position accounts for 0.11% of the portfolio, ranked #75.

IAM Advisory first reported a position in XLB in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.51M in Q1 2021. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

  • IAM Advisory held 11,364 shares of State Street Materials Select Sector SPDR ETF worth $578K as of Q2 2026.
  • IAM Advisory bought 2,997 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $154K.
  • State Street Materials Select Sector SPDR ETF made up 0.11% of IAM Advisory's portfolio in Q2 2026, its #75 holding.
  • IAM Advisory first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • IAM Advisory's State Street Materials Select Sector SPDR ETF position peaked at $4.51M in Q1 2021.
  • 926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.