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

Lloyd 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	$5.1K	Buy	+100	New	+$5.13K	﹤0.01%	425
2022 Q2	–	Sell	-906	Closed	-$40K	–	571
2022 Q1	$40K	Buy	906 +560	+162%	+$23.9K	0.02%	260
2021 Q4	$16K	Buy	346 +2	+0.6%	+$86	0.01%	307
2021 Q3	$14K	Hold	344	–	–	0.01%	283
2021 Q2	$14K	Buy	344 +258	+300%	+$10.9K	0.01%	259
2021 Q1	$3K	Hold	86	–	–	﹤0.01%	327
2020 Q4	$3K	Hold	86	–	–	﹤0.01%	301
2020 Q3	$3K	Buy	+86	New	+$2.67K	﹤0.01%	274

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 22.9% 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

Lloyd Advisory Services's XLB Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 100 shares worth $5.1K. The stake represents ﹤0.01% of the portfolio and ranks #425 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in XLB as recently as Q1 2022.

Lloyd Advisory Services first reported a position in XLB in Q3 2020 and has held it in 8 quarters since. The position peaked at $40K in Q1 2022. 932 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Lloyd Advisory Services held 100 shares of State Street Materials Select Sector SPDR ETF worth $5.1K as of Q2 2026.
State Street Materials Select Sector SPDR ETF was a new Lloyd Advisory Services position in Q2 2026.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #425 holding.
Lloyd Advisory Services first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2020 and has held it in 8 quarters since.
Lloyd Advisory Services's State Street Materials Select Sector SPDR ETF position peaked at $40K in Q1 2022.
932 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.