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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Advisory Services's XLB Position: Q1 2026 in Review

Kestra Advisory Services increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 42% in Q1 2026, buying an estimated $790K and bringing the position to 52,889 shares worth $2.64M. The position accounts for 0.01% of the portfolio, ranked #1141.

Kestra Advisory Services first reported a position in XLB in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.52M in Q4 2022. 898 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Kestra Advisory Services held 52,889 shares of State Street Materials Select Sector SPDR ETF worth $2.64M as of Q1 2026.
Kestra Advisory Services bought 15,742 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $790K.
State Street Materials Select Sector SPDR ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1141 holding.
Kestra Advisory Services first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's State Street Materials Select Sector SPDR ETF position peaked at $5.52M in Q4 2022.
898 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.