Joseph P. Lucia & Associates’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Joseph P. Lucia & Associates’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	$2.88M	Buy	56,629 +5,486	+11%	+$281K	0.87%	35
2026 Q1	$2.56M	Buy	51,143 +8,178	+19%	+$410K	0.91%	34
2025 Q4	$1.95M	Buy	42,965 +3,547	+9%	+$157K	0.7%	44
2025 Q3	$1.77M	Buy	39,418 +5,126	+15%	+$232K	0.67%	44
2025 Q2	$1.51M	Sell	34,292 -1,020	-3%	-$43.2K	0.62%	49
2025 Q1	$1.52M	Sell	35,312 -1,182	-3%	-$51.6K	0.69%	46
2024 Q4	$1.54M	Buy	36,494 +1,340	+4%	+$62K	0.68%	45
2024 Q3	$1.69M	Buy	35,154 +1,362	+4%	+$62.1K	0.78%	42
2024 Q2	$1.49M	Buy	33,792 +6,580	+24%	+$297K	0.76%	43
2024 Q1	$1.26M	Buy	27,212 +3,064	+13%	+$132K	0.68%	47
2023 Q4	$1.03M	Buy	24,148 +778	+3%	+$31.1K	0.64%	49
2023 Q3	$918K	Buy	23,370 +3,300	+16%	+$136K	0.64%	47
2023 Q2	$832K	Sell	20,070 -4,246	-17%	-$169K	0.56%	52
2023 Q1	$981K	Sell	24,316 -2,254	-8%	-$91.3K	0.68%	44
2022 Q4	$1.03M	Sell	26,570 -9,534	-26%	-$366K	0.77%	40
2022 Q3	$1.23M	Sell	36,104 -2,540	-7%	-$95.5K	0.96%	35
2022 Q2	$1.42M	Sell	38,644 -2,260	-6%	-$94.6K	1%	34
2022 Q1	$1.8M	Buy	40,904 +13,674	+50%	+$583K	1.1%	32
2021 Q4	$1.23M	Buy	27,230 +1,394	+5%	+$60.2K	0.78%	41
2021 Q3	$1.02M	Buy	25,836 +790	+3%	+$32.8K	0.61%	49
2021 Q2	$1.03M	Buy	25,046 +18,894	+307%	+$796K	0.62%	51
2021 Q1	$242K	Buy	6,152 +1,054	+21%	+$39.8K	0.11%	106
2020 Q4	$185K	Buy	+5,098	New	+$175K	0.13%	105
2020 Q3	–	Sell	-5,612	Closed	-$158K	–	464
2020 Q2	$158K	Sell	5,612 -842	-13%	-$22.2K	0.14%	100
2020 Q1	$145K	Sell	6,454 -728	-10%	-$20K	0.16%	96
2019 Q4	$221K	Sell	7,182 -1,394	-16%	-$41.2K	0.2%	86
2019 Q3	$250K	Sell	8,576 -1,800	-17%	-$51.9K	0.26%	77
2019 Q2	$303K	Buy	10,376 +9,066	+692%	+$256K	0.32%	73
2019 Q1	$37.9K	Buy	+1,310	New	+$35.3K	0.07%	131

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

Joseph P. Lucia & Associates's XLB Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 11% in Q2 2026, buying an estimated $281K and bringing the position to 56,629 shares worth $2.88M. The position accounts for 0.87% of the portfolio, ranked #35.

Joseph P. Lucia & Associates first reported a position in XLB in Q1 2019 and has held it in 29 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Joseph P. Lucia & Associates held 56,629 shares of State Street Materials Select Sector SPDR ETF worth $2.88M as of Q2 2026.
Joseph P. Lucia & Associates bought 5,486 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $281K.
State Street Materials Select Sector SPDR ETF made up 0.87% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #35 holding.
Joseph P. Lucia & Associates first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2019 and has held it in 29 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.