Kestra Advisory Services’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Kestra Advisory Services’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	$2.1M	Sell	41,258 -11,631	-22%	-$597K	0.01%	1320
2026 Q1	$2.64M	Buy	52,889 +15,742	+42%	+$790K	0.01%	1141
2025 Q4	$1.68M	Buy	37,147 +1,959	+6%	+$86.6K	0.01%	1315
2025 Q3	$1.58M	Sell	35,188 -59,328	-63%	-$2.68M	0.01%	1298
2025 Q2	$4.15M	Sell	94,516 -30,410	-24%	-$1.29M	0.02%	730
2025 Q1	$5.37M	Buy	124,926 +91,928	+279%	+$4.02M	0.03%	550
2024 Q4	$1.39M	Buy	32,998 +1,016	+3%	+$47K	0.01%	1204
2024 Q3	$1.54M	Sell	31,982 -7,306	-19%	-$333K	0.01%	1097
2024 Q2	$1.73M	Buy	39,288 +7,992	+26%	+$361K	0.01%	1033
2024 Q1	$1.45M	Buy	31,296 +3,434	+12%	+$148K	0.01%	1021
2023 Q4	$1.19M	Sell	27,862 -27,658	-50%	-$1.11M	0.01%	1035
2023 Q3	$2.18M	Sell	55,520 -23,530	-30%	-$966K	0.02%	656
2023 Q2	$3.28M	Sell	79,050 -40,568	-34%	-$1.61M	0.03%	514
2023 Q1	$4.82M	Sell	119,618 -22,560	-16%	-$913K	0.05%	365
2022 Q4	$5.52M	Buy	142,178 +35,338	+33%	+$1.36M	0.05%	401
2022 Q3	$3.63M	Sell	106,840 -7,188	-6%	-$270K	0.04%	464
2022 Q2	$4.2M	Buy	114,028 +104	+0.1%	+$4.35K	0.04%	404
2022 Q1	$5.02M	Sell	113,924 -1,842	-2%	-$78.6K	0.05%	368
2021 Q4	$5.25M	Buy	115,766 +14,800	+15%	+$639K	0.05%	363
2021 Q3	$3.99M	Buy	100,966 +15,874	+19%	+$660K	0.04%	465
2021 Q2	$3.5M	Buy	85,092 +49,626	+140%	+$2.09M	0.04%	466
2021 Q1	$1.4M	Buy	35,466 +3,004	+9%	+$113K	0.02%	735
2020 Q4	$1.17M	Buy	32,462 +7,648	+31%	+$262K	0.01%	796
2020 Q3	$790K	Buy	+24,814	New	+$771K	0.01%	701

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

Kestra Advisory Services's XLB Position: Q2 2026 in Review

Kestra Advisory Services reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 22% in Q2 2026, selling an estimated $597K and leaving 41,258 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #1320.

Kestra Advisory Services first reported a position in XLB in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.52M in Q4 2022. 931 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Kestra Advisory Services held 41,258 shares of State Street Materials Select Sector SPDR ETF worth $2.1M as of Q2 2026.
Kestra Advisory Services sold 11,631 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $597K.
State Street Materials Select Sector SPDR ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1320 holding.
Kestra Advisory Services first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's State Street Materials Select Sector SPDR ETF position peaked at $5.52M in Q4 2022.
931 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.