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

Kestra Private Wealth 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	$710K	Buy	13,959 +473	+4%	+$24.3K	0.01%	1072
2026 Q1	$674K	Sell	13,486 -501	-4%	-$25.1K	0.01%	1053
2025 Q4	$634K	Buy	13,987 +383	+3%	+$16.9K	0.01%	1033
2025 Q3	$610K	Sell	13,604 -674	-5%	-$30.5K	0.01%	1008
2025 Q2	$627K	Buy	14,278 +1,254	+10%	+$53.2K	0.01%	937
2025 Q1	$560K	Sell	13,024 -478	-4%	-$20.9K	0.01%	907
2024 Q4	$568K	Buy	13,502 +1,202	+10%	+$55.7K	0.01%	867
2024 Q3	$593K	Buy	12,300 +460	+4%	+$21K	0.01%	818
2024 Q2	$523K	Buy	11,840 +442	+4%	+$20K	0.01%	815
2024 Q1	$529K	Buy	11,398 +206	+2%	+$8.86K	0.01%	776
2023 Q4	$479K	Buy	11,192 +1,506	+16%	+$60.2K	0.01%	746
2023 Q3	$380K	Sell	9,686 -418	-4%	-$17.2K	0.01%	765
2023 Q2	$419K	Sell	10,104 -306	-3%	-$12.2K	0.01%	694
2023 Q1	$420K	Buy	10,410 +56	+0.5%	+$2.27K	0.02%	653
2022 Q4	$402K	Sell	10,354 -3,834	-27%	-$147K	0.02%	581
2022 Q3	$482K	Sell	14,188 -436	-3%	-$16.4K	0.03%	502
2022 Q2	$538K	Buy	14,624 +3,524	+32%	+$147K	0.03%	483
2022 Q1	$489K	Sell	11,100 -982	-8%	-$41.9K	0.02%	587
2021 Q4	$547K	Buy	12,082 +280	+2%	+$12.1K	0.03%	559
2021 Q3	$467K	Buy	11,802 +482	+4%	+$20K	0.03%	558
2021 Q2	$466K	Sell	11,320 -3,676	-25%	-$155K	0.03%	525
2021 Q1	$591K	Buy	14,996 +1,040	+7%	+$39.2K	0.04%	418
2020 Q4	$503K	Sell	13,956 -442	-3%	-$15.1K	0.04%	434
2020 Q3	$458K	Buy	+14,398	New	+$447K	0.04%	399

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 Private Wealth Services's XLB Position: Q2 2026 in Review

Kestra Private Wealth Services increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 3.5% in Q2 2026, buying an estimated $24.3K and bringing the position to 13,959 shares worth $710K. The position accounts for 0.01% of the portfolio, ranked #1072.

Kestra Private Wealth Services first reported a position in XLB in Q3 2020 and has held it in 24 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Kestra Private Wealth Services held 13,959 shares of State Street Materials Select Sector SPDR ETF worth $710K as of Q2 2026.
Kestra Private Wealth Services bought 473 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $24.3K.
State Street Materials Select Sector SPDR ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1072 holding.
Kestra Private Wealth Services first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

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