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

Investment 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	$676K	Buy	13,299 +1,089	+9%	+$55.9K	0.21%	89
2026 Q1	$610K	Sell	12,210 -3,240	-21%	-$163K	0.22%	95
2025 Q4	$701K	Hold	15,450	–	–	0.25%	86
2025 Q3	$692K	Hold	15,450	–	–	0.24%	87
2025 Q2	$678K	Hold	15,450	–	–	0.26%	82
2025 Q1	$664K	Hold	15,450	–	–	0.28%	82
2024 Q4	$650K	Hold	15,450	–	–	0.27%	84
2024 Q3	$745K	Hold	15,450	–	–	0.31%	77
2024 Q2	$682K	Hold	15,450	–	–	0.31%	78
2024 Q1	$718K	Hold	15,450	–	–	0.33%	77
2023 Q4	$661K	Sell	15,450 -180	-1%	-$7.2K	0.33%	79
2023 Q3	$614K	Hold	15,630	–	–	0.32%	76
2023 Q2	$648K	Sell	15,630 -400	-2%	-$15.9K	0.34%	76
2023 Q1	$646K	Hold	16,030	–	–	0.34%	77
2022 Q4	$623K	Sell	16,030 -438	-3%	-$16.8K	0.33%	80
2022 Q3	$560K	Buy	16,468 +1,498	+10%	+$56.3K	0.17%	122
2022 Q2	$551K	Buy	14,970 +5,890	+65%	+$246K	0.27%	82
2022 Q1	$400K	Hold	9,080	–	–	0.17%	103
2021 Q4	$411K	Sell	9,080 -6,820	-43%	-$295K	0.17%	107
2021 Q3	$629K	Buy	15,900 +238	+2%	+$9.89K	0.29%	76
2021 Q2	$645K	Buy	15,662 +2,712	+21%	+$114K	0.29%	72
2021 Q1	$510K	Buy	12,950 +1,156	+10%	+$43.6K	0.25%	79
2020 Q4	$427K	Buy	+11,794	New	+$404K	0.23%	82

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

Investment Partners's XLB Position: Q2 2026 in Review

Investment Partners increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 8.9% in Q2 2026, buying an estimated $55.9K and bringing the position to 13,299 shares worth $676K. The position accounts for 0.21% of the portfolio, ranked #89.

Investment Partners first reported a position in XLB in Q4 2020 and has held it in 23 quarters since. The position peaked at $745K in Q3 2024. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Investment Partners held 13,299 shares of State Street Materials Select Sector SPDR ETF worth $676K as of Q2 2026.
Investment Partners bought 1,089 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $55.9K.
State Street Materials Select Sector SPDR ETF made up 0.21% of Investment Partners's portfolio in Q2 2026, its #89 holding.
Investment Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Investment Partners's State Street Materials Select Sector SPDR ETF position peaked at $745K in Q3 2024.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.