Moneta Group Investment Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Moneta Group Investment Advisors’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 Q1	$279K	Sell	5,589 -171	-3%	-$8.58K	﹤0.01%	647
2025 Q4	$261K	Buy	5,760 +514	+10%	+$22.7K	﹤0.01%	676
2025 Q3	$235K	Buy	5,246 +94	+2%	+$4.25K	﹤0.01%	701
2025 Q2	$226K	Sell	5,152 -1,332	-21%	-$56.5K	﹤0.01%	633
2025 Q1	$279K	Hold	6,484	–	–	﹤0.01%	540
2024 Q4	$273K	Buy	6,484 +32	+0.5%	+$1.48K	﹤0.01%	553
2024 Q3	$311K	Buy	6,452 +718	+13%	+$32.7K	﹤0.01%	509
2024 Q2	$253K	Sell	5,734 -136	-2%	-$6.15K	﹤0.01%	524
2024 Q1	$273K	Buy	+5,870	New	+$252K	﹤0.01%	512
2018 Q3	–	Sell	-2,100	Closed	-$61K	–	381
2018 Q2	$61K	Buy	+2,100	New	+$61.5K	0.01%	305

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Moneta Group Investment Advisors's XLB Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 3% in Q1 2026, selling an estimated $8.58K and leaving 5,589 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Moneta Group Investment Advisors first reported a position in XLB in Q2 2018 and has held it in 10 quarters since. The position peaked at $311K in Q3 2024. 898 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Moneta Group Investment Advisors held 5,589 shares of State Street Materials Select Sector SPDR ETF worth $279K as of Q1 2026.
Moneta Group Investment Advisors sold 171 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $8.58K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #647 holding.
Moneta Group Investment Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2018 and has held it in 10 quarters since.
Moneta Group Investment Advisors's State Street Materials Select Sector SPDR ETF position peaked at $311K in Q3 2024.
898 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.