JFS Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

JFS Wealth Advisors’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	$233K	Buy	4,579 +4	+0.1%	+$205	0.01%	317
2026 Q1	$229K	Sell	4,575 -387	-8%	-$19.4K	0.01%	310
2025 Q4	$225K	Sell	4,962 -8,454	-63%	-$374K	0.01%	303
2025 Q3	$601K	Buy	13,416 +8,488	+172%	+$384K	0.04%	213
2025 Q2	$216K	Sell	4,928 -122	-2%	-$5.17K	0.01%	291
2025 Q1	$217K	Hold	5,050	–	–	0.01%	295
2024 Q4	$212K	Buy	5,050 +20	+0.4%	+$926	0.01%	284
2024 Q3	$242K	Buy	5,030 +26	+0.5%	+$1.19K	0.02%	269
2024 Q2	$221K	Sell	5,004 -86	-2%	-$3.89K	0.02%	234
2024 Q1	$236K	Buy	5,090 +118	+2%	+$5.08K	0.02%	230
2023 Q4	$213K	Buy	4,972 +14	+0.3%	+$560	0.02%	227
2023 Q3	$195K	Buy	4,958 +174	+4%	+$7.15K	0.02%	225
2023 Q2	$198K	Sell	4,784 -1,352	-22%	-$53.8K	0.02%	218
2023 Q1	$247K	Buy	6,136 +36	+0.6%	+$1.46K	0.02%	191
2022 Q4	$237K	Sell	6,100 -10,564	-63%	-$406K	0.02%	201
2022 Q3	$567K	Sell	16,664 -288	-2%	-$10.8K	0.06%	142
2022 Q2	$624K	Sell	16,952 -1,616	-9%	-$67.6K	0.07%	129
2022 Q1	$818K	Sell	18,568 -796	-4%	-$34K	0.08%	128
2021 Q4	$877K	Buy	19,364 +80	+0.4%	+$3.46K	0.08%	129
2021 Q3	$763K	Buy	19,284 +15,684	+436%	+$652K	0.08%	126
2021 Q2	$148K	Buy	+3,600	New	+$152K	0.02%	189
2018 Q2	–	Sell	-200	Closed	-$6K	–	551
2018 Q1	$6K	Buy	200 +186	+1,329%	+$5.64K	﹤0.01%	411
2017 Q4	$0	Buy	+14	New	+$412	﹤0.01%	560
2016 Q2	–	Sell	-76	Closed	-$2K	–	626
2016 Q1	$2K	Hold	76	–	–	﹤0.01%	531
2015 Q4	$2K	Buy	+76	New	+$1.69K	﹤0.01%	508

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

JFS Wealth Advisors's XLB Position: Q2 2026 in Review

JFS Wealth Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.09% in Q2 2026, buying an estimated $205 and bringing the position to 4,579 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #317.

JFS Wealth Advisors first reported a position in XLB in Q4 2015 and has held it in 25 quarters since. The position peaked at $877K in Q4 2021. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

JFS Wealth Advisors held 4,579 shares of State Street Materials Select Sector SPDR ETF worth $233K as of Q2 2026.
JFS Wealth Advisors bought 4 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $205.
State Street Materials Select Sector SPDR ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #317 holding.
JFS Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2015 and has held it in 25 quarters since.
JFS Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $877K in Q4 2021.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.