Larson Financial Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Larson Financial Group’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	$617K	Buy	12,136 +263	+2%	+$13.5K	0.02%	501
2026 Q1	$593K	Buy	11,873 +3,816	+47%	+$191K	0.02%	428
2025 Q4	$365K	Buy	8,057 +1,545	+24%	+$68.3K	0.01%	556
2025 Q3	$292K	Sell	6,512 -666	-9%	-$30.1K	0.01%	608
2025 Q2	$315K	Buy	7,178 +3,086	+75%	+$131K	0.01%	556
2025 Q1	$176K	Buy	4,092 +1,302	+47%	+$56.9K	0.01%	649
2024 Q4	$117K	Sell	2,790 -1,402	-33%	-$64.9K	0.01%	695
2024 Q3	$202K	Buy	4,192 +116	+3%	+$5.29K	0.01%	575
2024 Q2	$180K	Buy	4,076 +3,624	+802%	+$164K	0.01%	504
2024 Q1	$21K	Sell	452 -1,022	-69%	-$44K	﹤0.01%	879
2023 Q4	$63K	Sell	1,474 -336	-19%	-$13.4K	0.01%	590
2023 Q3	$71.1K	Hold	1,810	–	–	0.01%	528
2023 Q2	$75K	Sell	1,810 -1,186	-40%	-$47.2K	0.01%	469
2023 Q1	$121K	Sell	2,996 -10	-0.3%	-$405	0.01%	406
2022 Q4	$117K	Sell	3,006 -636	-17%	-$24.4K	0.01%	382
2022 Q3	$124K	Buy	3,642 +1,100	+43%	+$41.4K	0.02%	334
2022 Q2	$94K	Buy	2,542 +26	+1%	+$1.09K	0.02%	267
2022 Q1	$111K	Buy	2,516 +1,136	+82%	+$48.5K	0.02%	263
2021 Q4	$63K	Hold	1,380	–	–	0.01%	341
2021 Q3	$55K	Hold	1,380	–	–	0.01%	280
2021 Q2	$57K	Buy	1,380 +22	+2%	+$927	0.01%	257
2021 Q1	$54K	Buy	+1,358	New	+$51.2K	0.02%	247

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

Larson Financial Group's XLB Position: Q2 2026 in Review

Larson Financial Group increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 2.2% in Q2 2026, buying an estimated $13.5K and bringing the position to 12,136 shares worth $617K. The position accounts for 0.02% of the portfolio, ranked #501.

Larson Financial Group first reported a position in XLB in Q1 2021 and has held it in 22 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Larson Financial Group held 12,136 shares of State Street Materials Select Sector SPDR ETF worth $617K as of Q2 2026.
Larson Financial Group bought 263 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $13.5K.
State Street Materials Select Sector SPDR ETF made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #501 holding.
Larson Financial Group first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.