IFP Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

IFP Advisors’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	$382K	Buy	7,523 +910	+14%	+$46.7K	0.01%	1166
2026 Q1	$330K	Buy	6,613 +2,364	+56%	+$119K	0.01%	1142
2025 Q4	$193K	Buy	4,249 +165	+4%	+$7.29K	﹤0.01%	1388
2025 Q3	$183K	Sell	4,084 -1,846	-31%	-$83.5K	﹤0.01%	1330
2025 Q2	$261K	Sell	5,930 -8,840	-60%	-$375K	0.01%	1133
2025 Q1	$635K	Buy	14,770 +504	+4%	+$22K	0.02%	702
2024 Q4	$600K	Buy	14,266 +384	+3%	+$17.8K	0.02%	670
2024 Q3	$669K	Sell	13,882 -272	-2%	-$12.4K	0.02%	588
2024 Q2	$625K	Buy	14,154 +1,176	+9%	+$53.2K	0.02%	583
2024 Q1	$603K	Sell	12,978 -1,596	-11%	-$68.6K	0.03%	555
2023 Q4	$623K	Sell	14,574 -52	-0.4%	-$2.08K	0.03%	517
2023 Q3	$574K	Buy	14,626 +2,768	+23%	+$114K	0.03%	545
2023 Q2	$491K	Sell	11,858 -494	-4%	-$19.6K	0.02%	665
2023 Q1	$223K	Sell	12,352 -8,396	-40%	-$340K	0.01%	905
2022 Q4	$575K	Sell	20,748 -73,898	-78%	-$2.84M	0.02%	832
2022 Q3	$1.94M	Buy	94,646 +968	+1%	+$36.4K	0.05%	411
2022 Q2	$1.72M	Hold	93,678	–	–	0.06%	396
2022 Q1	$1.72M	Buy	93,678 +89,878	+2,365%	+$3.83M	0.06%	396
2021 Q4	$174K	Sell	3,800 -112	-3%	-$4.84K	﹤0.01%	1017
2021 Q3	$187K	Sell	3,912 -10,008	-72%	-$416K	﹤0.01%	987
2021 Q2	$571K	Buy	13,920 +510	+4%	+$21.5K	0.01%	509
2021 Q1	$527K	Sell	13,410 -128	-0.9%	-$4.83K	0.01%	502
2020 Q4	$492K	Buy	13,538 +10,624	+365%	+$364K	0.02%	509
2020 Q3	$92K	Sell	2,914 -17,068	-85%	-$530K	0.01%	1037
2020 Q2	$542K	Buy	19,982 +18,388	+1,154%	+$484K	0.04%	401
2020 Q1	$38K	Sell	1,594 -35,936	-96%	-$987K	﹤0.01%	1244
2019 Q4	$1.15M	Buy	37,530 +30,232	+414%	+$893K	0.09%	247
2019 Q3	$210K	Buy	+7,298	New	+$210K	0.01%	752
2019 Q1	$303K	Sell	10,772 -1,274	-11%	-$34.4K	0.04%	376
2018 Q4	$302K	Sell	12,046 -8,162	-40%	-$218K	0.02%	708
2018 Q3	$585K	Sell	20,208 -5,462	-21%	-$161K	0.02%	617
2018 Q2	$745K	Buy	25,670 +1,448	+6%	+$42.4K	0.03%	514
2018 Q1	$733K	Hold	24,222	–	–	0.03%	480
2017 Q4	$733K	Sell	24,222 -4,234	-15%	-$125K	0.03%	481
2017 Q3	$808K	Buy	28,456 +2,112	+8%	+$58.1K	0.03%	512
2017 Q2	$709K	Sell	26,344 -19,826	-43%	-$527K	0.03%	540
2017 Q1	$1.21M	Sell	46,170 -4,474	-9%	-$116K	0.05%	378
2016 Q4	$1.26M	Buy	50,644 +36,754	+265%	+$892K	0.06%	342
2016 Q3	$332K	Buy	13,890 +1,144	+9%	+$27.6K	0.02%	765
2016 Q2	$295K	Buy	12,746 +1,974	+18%	+$46K	0.02%	800
2016 Q1	$303K	Buy	10,772 +6,518	+153%	+$135K	0.04%	376
2015 Q4	$92K	Buy	+4,254	New	+$94.4K	0.01%	1229

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

IFP Advisors's XLB Position: Q2 2026 in Review

IFP Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 14% in Q2 2026, buying an estimated $46.7K and bringing the position to 7,523 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #1166.

IFP Advisors first reported a position in XLB in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.94M in Q3 2022. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

IFP Advisors held 7,523 shares of State Street Materials Select Sector SPDR ETF worth $382K as of Q2 2026.
IFP Advisors bought 910 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $46.7K.
State Street Materials Select Sector SPDR ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1166 holding.
IFP Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's State Street Materials Select Sector SPDR ETF position peaked at $1.94M in Q3 2022.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.