Keel Point’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Keel Point’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	$835K	Buy	16,434 +22	+0.1%	+$1.13K	0.05%	202
2026 Q1	$820K	Buy	16,412 +6,995	+74%	+$351K	0.05%	192
2025 Q4	$427K	Buy	9,417 +795	+9%	+$35.1K	0.03%	333
2025 Q3	$386K	Buy	+8,622	New	+$390K	0.02%	360
2023 Q1	–	Sell	-6,908	Closed	-$268K	–	325
2022 Q4	$268K	Sell	6,908 -6,564	-49%	-$252K	0.04%	239
2022 Q3	$458K	Hold	13,472	–	–	0.08%	149
2022 Q2	$535K	Hold	13,472	–	–	0.08%	135
2022 Q1	$594K	Buy	13,472 +7,768	+136%	+$331K	0.09%	133
2021 Q4	$258K	Buy	+5,704	New	+$246K	0.03%	228
2020 Q4	–	Sell	-73,560	Closed	-$2.34M	–	260
2020 Q3	$2.34M	Sell	73,560 -13,560	-16%	-$421K	0.21%	65
2020 Q2	$2.46M	Buy	+87,120	New	+$2.29M	0.25%	47
2018 Q1	–	Sell	-284,128	Closed	-$8.6M	–	174
2017 Q4	$8.6M	Buy	+284,128	New	+$8.36M	1.19%	23
2016 Q3	–	Sell	-233,142	Closed	-$5.4M	–	145
2016 Q2	$5.4M	Buy	+233,142	New	+$5.43M	2.33%	11

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

Keel Point's XLB Position: Q2 2026 in Review

Keel Point increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.13% in Q2 2026, buying an estimated $1.13K and bringing the position to 16,434 shares worth $835K. The position accounts for 0.05% of the portfolio, ranked #202.

Keel Point first reported a position in XLB in Q2 2016 and has held it in 13 quarters since. The position peaked at $8.6M in Q4 2017. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Keel Point held 16,434 shares of State Street Materials Select Sector SPDR ETF worth $835K as of Q2 2026.
Keel Point bought 22 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $1.13K.
State Street Materials Select Sector SPDR ETF made up 0.05% of Keel Point's portfolio in Q2 2026, its #202 holding.
Keel Point first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2016 and has held it in 13 quarters since.
Keel Point's State Street Materials Select Sector SPDR ETF position peaked at $8.6M in Q4 2017.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.