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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return