McAdam LLC’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

McAdam LLC’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	$379K	Buy	7,451 +1,350	+22%	+$69.2K	0.01%	326
2026 Q1	$305K	Buy	6,101 +1,404	+30%	+$70.4K	0.01%	341
2025 Q4	$213K	Buy	+4,697	New	+$208K	0.01%	394
2023 Q3	–	Sell	-6,376	Closed	-$264K	–	270
2023 Q2	$264K	Sell	6,376 -6,698	-51%	-$266K	0.02%	217
2023 Q1	$527K	Buy	+13,074	New	+$529K	0.05%	148
2022 Q4	–	Sell	-23,020	Closed	-$783K	–	235
2022 Q3	$783K	Buy	23,020 +2,432	+12%	+$91.4K	0.08%	108
2022 Q2	$758K	Buy	+20,588	New	+$861K	0.08%	112
2018 Q4	–	Sell	-10	Closed	–	–	629
2018 Q3	$0	Buy	+10	New	+$295	﹤0.01%	744

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

McAdam LLC's XLB Position: Q2 2026 in Review

McAdam LLC increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 22% in Q2 2026, buying an estimated $69.2K and bringing the position to 7,451 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #326.

McAdam LLC first reported a position in XLB in Q3 2018 and has held it in 8 quarters since. The position peaked at $783K in Q3 2022. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

McAdam LLC held 7,451 shares of State Street Materials Select Sector SPDR ETF worth $379K as of Q2 2026.
McAdam LLC bought 1,350 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $69.2K.
State Street Materials Select Sector SPDR ETF made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #326 holding.
McAdam LLC first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2018 and has held it in 8 quarters since.
McAdam LLC's State Street Materials Select Sector SPDR ETF position peaked at $783K in Q3 2022.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.