Laurel Wealth Advisors (North Carolina)’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$846K	Hold	16,652	–	–	0.08%	123
2026 Q1	$859K	Sell	16,652 -50	-0.3%	-$2.51K	0.08%	123
2025 Q4	$757K	Sell	16,702 -160	-0.9%	-$7.07K	0.1%	122
2025 Q3	$756K	Hold	16,862	–	–	0.11%	124
2025 Q2	$740K	Hold	16,862	–	–	0.11%	124
2025 Q1	$725K	Sell	16,862 -506	-3%	-$22.1K	0.11%	119
2024 Q4	$731K	Sell	17,368 -80	-0.5%	-$3.7K	0.11%	117
2024 Q3	$841K	Sell	17,448 -40	-0.2%	-$1.82K	0.13%	113
2024 Q2	$772K	Sell	17,488 -40	-0.2%	-$1.81K	0.13%	113
2024 Q1	$814K	Sell	17,528 -1,160	-6%	-$49.9K	0.14%	114
2023 Q4	$799K	Buy	18,688 +286	+2%	+$11.4K	0.15%	111
2023 Q3	$723K	Buy	18,402 +24	+0.1%	+$986	0.15%	106
2023 Q2	$761K	Buy	18,378 +10	+0.1%	+$398	0.15%	107
2023 Q1	$741K	Buy	18,368 +176	+1%	+$7.13K	0.16%	107
2022 Q4	$707K	Sell	18,192 -2,492	-12%	-$95.7K	0.16%	106
2022 Q3	$703K	Buy	20,684 +434	+2%	+$16.3K	0.18%	101
2022 Q2	$745K	Buy	20,250 +52	+0.3%	+$2.18K	0.18%	99
2022 Q1	$890K	Buy	20,198 +1,140	+6%	+$48.6K	0.19%	101
2021 Q4	$863K	Buy	19,058 +32	+0.2%	+$1.38K	0.18%	102
2021 Q3	$753K	Sell	19,026 -716	-4%	-$29.8K	0.17%	103
2021 Q2	$812K	Buy	19,742 +792	+4%	+$33.4K	0.18%	101
2021 Q1	$747K	Sell	18,950 -574	-3%	-$21.7K	0.18%	99
2020 Q4	$707K	Buy	19,524 +32	+0.2%	+$1.1K	0.18%	96
2020 Q3	$620K	Sell	19,492 -120	-0.6%	-$3.73K	0.19%	90
2020 Q2	$553K	Sell	19,612 -626	-3%	-$16.5K	0.18%	93
2020 Q1	$456K	Sell	20,238 -762	-4%	-$20.9K	0.17%	93
2019 Q4	$645K	Sell	21,000 -966	-4%	-$28.5K	0.2%	88
2019 Q3	$639K	Sell	21,966 -138	-0.6%	-$3.98K	0.22%	90
2019 Q2	$647K	Buy	22,104 +204	+0.9%	+$5.75K	0.23%	92
2019 Q1	$608K	Sell	21,900 -374	-2%	-$10.1K	0.22%	94
2018 Q4	$563K	Buy	+22,274	New	+$594K	0.23%	89

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

Laurel Wealth Advisors (North Carolina)'s XLB Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 16,652 shares worth $846K. The position accounts for 0.08% of the portfolio, ranked #123.

Laurel Wealth Advisors (North Carolina) first reported a position in XLB in Q4 2018 and has held it in 31 quarters since. The position peaked at $890K in Q1 2022. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 16,652 shares of State Street Materials Select Sector SPDR ETF worth $846K as of Q2 2026.
Laurel Wealth Advisors (North Carolina) left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.08% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #123 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Laurel Wealth Advisors (North Carolina)'s State Street Materials Select Sector SPDR ETF position peaked at $890K in Q1 2022.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.