Innova Wealth Partners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Innova Wealth Partners’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	$3.74M	Buy	73,527 +2,409	+3%	+$124K	1.53%	22
2026 Q1	$3.55M	Sell	71,118 -7,313	-9%	-$367K	1.68%	16
2025 Q4	$3.56M	Sell	78,431 -7,275	-8%	-$322K	1.79%	20
2025 Q3	$3.84M	Buy	+85,706	New	+$3.88M	2.07%	17
2024 Q4	–	Sell	-5,176	Closed	-$249K	–	150
2024 Q3	$249K	Sell	5,176 -102,280	-95%	-$4.66M	0.21%	67
2024 Q2	$4.74M	Sell	107,456 -1,792	-2%	-$81K	3.39%	12
2024 Q1	$5.07M	Buy	109,248 +1,086	+1%	+$46.7K	3.92%	8
2023 Q4	$4.63M	Buy	+108,162	New	+$4.32M	3.98%	11
2023 Q3	–	Sell	-114,220	Closed	-$4.73M	–	64
2023 Q2	$4.73M	Buy	+114,220	New	+$4.54M	4.03%	13
2023 Q1	–	Sell	-118,134	Closed	-$4.59M	–	57
2022 Q4	$4.59M	Buy	+118,134	New	+$4.54M	4.03%	11
2022 Q2	–	Sell	-123,036	Closed	-$5.42M	–	72
2022 Q1	$5.42M	Sell	123,036 -7,186	-6%	-$306K	3.9%	8
2021 Q4	$5.9M	Buy	130,222 +2,760	+2%	+$119K	4.17%	9
2021 Q3	$5.04M	Buy	127,462 +5,172	+4%	+$215K	4%	12
2021 Q2	$5.03M	Buy	122,290 +2,204	+2%	+$92.9K	3.97%	10
2021 Q1	$4.73M	Sell	120,086 -4,312	-3%	-$163K	4.02%	8
2020 Q4	$4.5M	Buy	+124,398	New	+$4.26M	4.21%	7

Other funds holding XLB

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Innova Wealth Partners's XLB Position: Q2 2026 in Review

Innova Wealth Partners increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 3.4% in Q2 2026, buying an estimated $124K and bringing the position to 73,527 shares worth $3.74M. The position accounts for 1.53% of the portfolio, ranked #22.

Innova Wealth Partners first reported a position in XLB in Q4 2020 and has held it in 16 quarters since. The position peaked at $5.9M in Q4 2021. 374 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Innova Wealth Partners held 73,527 shares of State Street Materials Select Sector SPDR ETF worth $3.74M as of Q2 2026.
Innova Wealth Partners bought 2,409 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $124K.
State Street Materials Select Sector SPDR ETF made up 1.53% of Innova Wealth Partners's portfolio in Q2 2026, its #22 holding.
Innova Wealth Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and has held it in 16 quarters since.
Innova Wealth Partners's State Street Materials Select Sector SPDR ETF position peaked at $5.9M in Q4 2021.
374 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.