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 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

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 Financial Group's XLB Position: Q2 2026 in Review

Independent Financial Group reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.8% in Q2 2026, selling an estimated $28.3K and leaving 68,307 shares worth $3.47M. The position accounts for 0.06% of the portfolio, ranked #311.

Independent Financial Group first reported a position in XLB in Q3 2020 and has held it in 24 quarters since. 924 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Independent Financial Group held 68,307 shares of State Street Materials Select Sector SPDR ETF worth $3.47M as of Q2 2026.
Independent Financial Group sold 551 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $28.3K.
State Street Materials Select Sector SPDR ETF made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #311 holding.
Independent Financial Group first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
924 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.