Ipsen Advisor Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Ipsen Advisor 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	$795K	Buy	15,645 +59	+0.4%	+$3.03K	0.51%	46
2026 Q1	$779K	Buy	15,586 +67	+0.4%	+$3.36K	0.54%	49
2025 Q4	$704K	Sell	15,519 -171	-1%	-$7.56K	0.5%	49
2025 Q3	$703K	Sell	15,690 -212	-1%	-$9.59K	0.51%	46
2025 Q2	$698K	Buy	15,902 +78	+0.5%	+$3.31K	0.53%	48
2025 Q1	$680K	Buy	15,824 +74	+0.5%	+$3.23K	0.59%	40
2024 Q4	$663K	Buy	+15,750	New	+$729K	0.57%	42
2022 Q4	$601K	Buy	+15,468	New	+$594K	0.69%	32

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

Ipsen Advisor Group's XLB Position: Q2 2026 in Review

Ipsen Advisor Group increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.38% in Q2 2026, buying an estimated $3.03K and bringing the position to 15,645 shares worth $795K. The position accounts for 0.51% of the portfolio, ranked #46.

Ipsen Advisor Group first reported a position in XLB in Q4 2022 and has held it in 8 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Ipsen Advisor Group held 15,645 shares of State Street Materials Select Sector SPDR ETF worth $795K as of Q2 2026.
Ipsen Advisor Group bought 59 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $3.03K.
State Street Materials Select Sector SPDR ETF made up 0.51% of Ipsen Advisor Group's portfolio in Q2 2026, its #46 holding.
Ipsen Advisor Group first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2022 and has held it in 8 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.