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 Q2	$308K	Buy	6,052 +463	+8%	+$23.7K	﹤0.01%	685
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 $1.55T 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

Moneta Group Investment Advisors's XLB Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 8.3% in Q2 2026, buying an estimated $23.7K and bringing the position to 6,052 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Moneta Group Investment Advisors first reported a position in XLB in Q2 2018 and has held it in 11 quarters since. The position peaked at $311K in Q3 2024. 930 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Moneta Group Investment Advisors held 6,052 shares of State Street Materials Select Sector SPDR ETF worth $308K as of Q2 2026.
Moneta Group Investment Advisors bought 463 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $23.7K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #685 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 11 quarters since.
Moneta Group Investment Advisors's State Street Materials Select Sector SPDR ETF position peaked at $311K in Q3 2024.
930 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.