Independence Wealth Advisors (Ohio)’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Independence Wealth Advisors (Ohio)’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	$805K	Sell	15,843 -249	-2%	-$12.8K	0.4%	37
2026 Q1	$804K	Sell	16,092 -2,371	-13%	-$119K	0.43%	37
2025 Q4	$837K	Buy	+18,463	New	+$816K	0.47%	37

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

Independence Wealth Advisors (Ohio)'s XLB Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 1.5% in Q2 2026, selling an estimated $12.8K and leaving 15,843 shares worth $805K. The position accounts for 0.4% of the portfolio, ranked #37.

Independence Wealth Advisors (Ohio) first reported a position in XLB in Q4 2025 and has held it in 3 quarters since. The position peaked at $837K in Q4 2025. 923 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Independence Wealth Advisors (Ohio) held 15,843 shares of State Street Materials Select Sector SPDR ETF worth $805K as of Q2 2026.
Independence Wealth Advisors (Ohio) sold 249 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $12.8K.
State Street Materials Select Sector SPDR ETF made up 0.4% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #37 holding.
Independence Wealth Advisors (Ohio) first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Independence Wealth Advisors (Ohio)'s State Street Materials Select Sector SPDR ETF position peaked at $837K in Q4 2025.
923 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.