Journey Advisory Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Journey Advisory 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	$227K	Buy	4,460 +78	+2%	+$4K	0.02%	263
2026 Q1	$219K	Sell	4,382 -600	-12%	-$30.1K	0.02%	236
2025 Q4	$226K	Buy	+4,982	New	+$220K	0.02%	248
2023 Q1	–	Sell	-8,660	Closed	-$336K	–	249
2022 Q4	$336K	Hold	8,660	–	–	0.08%	162
2022 Q3	$294K	Buy	8,660 +300	+4%	+$11.3K	0.08%	185
2022 Q2	$324K	Sell	8,360 -2,000	-19%	-$83.7K	0.07%	194
2022 Q1	$457K	Hold	10,360	–	–	0.12%	145
2021 Q4	$469K	Sell	10,360 -390	-4%	-$16.8K	0.13%	140
2021 Q3	$425K	Sell	10,750 -1,250	-10%	-$52K	0.14%	134
2021 Q2	$494K	Sell	12,000 -800	-6%	-$33.7K	0.16%	120
2021 Q1	$504K	Sell	12,800 -310	-2%	-$11.7K	0.18%	105
2020 Q4	$475K	Buy	+13,110	New	+$449K	0.18%	106

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

Journey Advisory Group's XLB Position: Q2 2026 in Review

Journey Advisory Group increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 1.8% in Q2 2026, buying an estimated $4K and bringing the position to 4,460 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #263.

Journey Advisory Group first reported a position in XLB in Q4 2020 and has held it in 12 quarters since. The position peaked at $504K in Q1 2021. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Journey Advisory Group held 4,460 shares of State Street Materials Select Sector SPDR ETF worth $227K as of Q2 2026.
Journey Advisory Group bought 78 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $4K.
State Street Materials Select Sector SPDR ETF made up 0.02% of Journey Advisory Group's portfolio in Q2 2026, its #263 holding.
Journey Advisory Group first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and has held it in 12 quarters since.
Journey Advisory Group's State Street Materials Select Sector SPDR ETF position peaked at $504K in Q1 2021.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.