Independent Advisor Alliance’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Independent Advisor Alliance’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	$290K	Sell	5,698 -12,820	-69%	-$658K	0.01%	841
2026 Q1	$925K	Buy	18,518 +12,464	+206%	+$625K	0.01%	864
2025 Q4	$275K	Buy	6,054 +732	+14%	+$32.4K	0.01%	826
2025 Q3	$238K	Buy	5,322 +136	+3%	+$6.15K	0.01%	836
2025 Q2	$228K	Buy	+5,186	New	+$220K	0.01%	798
2025 Q1	–	Sell	-16,798	Closed	-$707K	–	1378
2024 Q4	$707K	Buy	+16,798	New	+$778K	0.01%	836
2021 Q1	–	Sell	-6,676	Closed	-$242K	–	656
2020 Q4	$242K	Hold	6,676	–	–	0.02%	477
2020 Q3	$218K	Buy	+6,676	New	+$207K	0.02%	440
2017 Q2	–	Sell	-9,754	Closed	-$255K	–	419
2017 Q1	$255K	Buy	+9,754	New	+$253K	0.04%	339

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

Independent Advisor Alliance's XLB Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 69% in Q2 2026, selling an estimated $658K and leaving 5,698 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #841.

Independent Advisor Alliance first reported a position in XLB in Q1 2017 and has held it in 9 quarters since. The position peaked at $925K in Q1 2026. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Independent Advisor Alliance held 5,698 shares of State Street Materials Select Sector SPDR ETF worth $290K as of Q2 2026.
Independent Advisor Alliance sold 12,820 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $658K.
State Street Materials Select Sector SPDR ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #841 holding.
Independent Advisor Alliance first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2017 and has held it in 9 quarters since.
Independent Advisor Alliance's State Street Materials Select Sector SPDR ETF position peaked at $925K in Q1 2026.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.