Kingswood Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Kingswood Wealth Advisors’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	$574K	Sell	11,296 -1,997	-15%	-$102K	0.02%	571
2026 Q1	$664K	Buy	13,293 +3,475	+35%	+$174K	0.03%	477
2025 Q4	$445K	Sell	9,818 -44	-0.4%	-$1.95K	0.02%	555
2025 Q3	$442K	Buy	9,862 +584	+6%	+$26.4K	0.03%	512
2025 Q2	$407K	Sell	9,278 -36	-0.4%	-$1.53K	0.03%	477
2025 Q1	$401K	Sell	9,314 -3,044	-25%	-$133K	0.04%	458
2024 Q4	$520K	Buy	12,358 +5,382	+77%	+$249K	0.04%	426
2024 Q3	$338K	Sell	6,976 -746	-10%	-$34K	0.02%	549
2024 Q2	$341K	Buy	+7,722	New	+$349K	0.03%	482
2023 Q4	–	Sell	-5,600	Closed	-$218K	–	675
2023 Q3	$218K	Sell	5,600 -24	-0.4%	-$986	0.04%	377
2023 Q2	$233K	Buy	+5,624	New	+$224K	0.07%	229

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

Kingswood Wealth Advisors's XLB Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 15% in Q2 2026, selling an estimated $102K and leaving 11,296 shares worth $574K. The position accounts for 0.02% of the portfolio, ranked #571.

Kingswood Wealth Advisors first reported a position in XLB in Q2 2023 and has held it in 11 quarters since. The position peaked at $664K in Q1 2026. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Kingswood Wealth Advisors held 11,296 shares of State Street Materials Select Sector SPDR ETF worth $574K as of Q2 2026.
Kingswood Wealth Advisors sold 1,997 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $102K.
State Street Materials Select Sector SPDR ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #571 holding.
Kingswood Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $664K in Q1 2026.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.