Level Four Advisory Services’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Level Four 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 Q2	$254K	Buy	+5,004	New	+$257K	0.01%	817
2021 Q3	–	Sell	-9,664	Closed	-$398K	–	654
2021 Q2	$398K	Buy	+9,664	New	+$407K	0.03%	466
2018 Q3	–	Sell	-262,234	Closed	-$7.61M	–	626
2018 Q2	$7.61M	Buy	262,234 +9,002	+4%	+$264K	0.55%	40
2018 Q1	$7.21M	Buy	253,232 +7,638	+3%	+$232K	0.56%	41
2017 Q4	$7.43M	Buy	245,594 +10,526	+4%	+$310K	0.58%	36
2017 Q3	$6.68M	Sell	235,068 -18,994	-7%	-$523K	0.59%	34
2017 Q2	$6.65M	Hold	254,062	–	–	1.02%	20
2017 Q1	$6.65M	Buy	254,062 +244,198	+2,476%	+$6.34M	0.68%	33
2016 Q4	$245K	Buy	+9,864	New	+$239K	0.03%	401

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

Level Four Advisory Services's XLB Position: Q2 2026 in Review

Level Four Advisory Services opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 5,004 shares worth $254K. The stake represents 0.01% of the portfolio and ranks #817 among its holdings. This is a return to the name: Level Four Advisory Services previously reported a position in XLB as recently as Q2 2021.

Level Four Advisory Services first reported a position in XLB in Q4 2016 and has held it in 9 quarters since. The position peaked at $7.61M in Q2 2018. 928 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Level Four Advisory Services held 5,004 shares of State Street Materials Select Sector SPDR ETF worth $254K as of Q2 2026.
State Street Materials Select Sector SPDR ETF was a new Level Four Advisory Services position in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #817 holding.
Level Four Advisory Services first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2016 and has held it in 9 quarters since.
Level Four Advisory Services's State Street Materials Select Sector SPDR ETF position peaked at $7.61M in Q2 2018.
928 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.