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Independent Financial Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Independent Financial Group’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
Q3 		$2.17M Sell
44,635
-23,672
-35% -$1.22M 0.04% 442
2026
Q2 		$3.47M Sell
68,307
-551
-0.8% -$28.3K 0.06% 311
2026
Q1 		$3.44M Buy
68,858
+36,814
+115% +$1.85M 0.08% 259
2025
Q4 		$1.45M Buy
32,044
+10,186
+47% +$450K 0.03% 496
2025
Q3 		$979K Buy
21,858
+1,550
+8% +$70.1K 0.02% 602
2025
Q2 		$892K Sell
20,308
-4,512
-18% -$191K 0.02% 580
2025
Q1 		$1.07M Buy
24,820
+8,592
+53% +$375K 0.04% 463
2024
Q4 		$683K Buy
16,228
+4,776
+42% +$221K 0.02% 595
2024
Q3 		$552K Sell
11,452
-2,314
-17% -$106K 0.02% 618
2024
Q2 		$608K Sell
13,766
-2,386
-15% -$108K 0.02% 543
2024
Q1 		$750K Buy
16,152
+332
+2% +$14.3K 0.03% 462
2023
Q4 		$677K Sell
15,820
-204
-1% -$8.16K 0.04% 468
2023
Q3 		$629K Sell
16,024
-506
-3% -$20.8K 0.04% 434
2023
Q2 		$685K Buy
16,530
+1,110
+7% +$44.1K 0.05% 396
2023
Q1 		$622K Buy
15,420
+4,546
+42% +$184K 0.05% 399
2022
Q4 		$422K Buy
10,874
+1,064
+11% +$40.9K 0.04% 461
2022
Q3 		$334K Sell
9,810
-820
-8% -$30.8K 0.03% 508
2022
Q2 		$391K Buy
10,630
+1,802
+20% +$75.4K 0.04% 437
2022
Q1 		$389K Buy
8,828
+1,974
+29% +$84.2K 0.03% 509
2021
Q4 		$311K Buy
6,854
+748
+12% +$32.3K 0.03% 581
2021
Q3 		$242K Sell
6,106
-2,302
-27% -$95.7K 0.02% 608
2021
Q2 		$346K Sell
8,408
-174
-2% -$7.33K 0.04% 487
2021
Q1 		$338K Buy
8,582
+304
+4% +$11.5K 0.04% 433
2020
Q4 		$300K Buy
8,278
+1,166
+16% +$39.9K 0.04% 422
2020
Q3 		$226K Buy
+7,112
New +$221K 0.04% 419

Other funds holding XLB

BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
LF
LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Independent Financial Group's XLB Position: Q3 2026 in Review

Independent Financial Group reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 35% in Q3 2026, selling an estimated $1.22M and leaving 44,635 shares worth $2.17M. The position accounts for 0.04% of the portfolio, ranked #442.

Independent Financial Group first reported a position in XLB in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.47M in Q2 2026. 105 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

  • Independent Financial Group held 44,635 shares of State Street Materials Select Sector SPDR ETF worth $2.17M as of Q3 2026.
  • Independent Financial Group sold 23,672 State Street Materials Select Sector SPDR ETF shares in Q3 2026, an estimated $1.22M.
  • State Street Materials Select Sector SPDR ETF made up 0.04% of Independent Financial Group's portfolio in Q3 2026, its #442 holding.
  • Independent Financial Group first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2020 and has held it in 25 quarters since.
  • Independent Financial Group's State Street Materials Select Sector SPDR ETF position peaked at $3.47M in Q2 2026.
  • 105 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.