Mutual Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Mutual 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	$431K	Sell	8,472 -19,683	-70%	-$1.01M	0.01%	1014
2026 Q1	$1.41M	Buy	28,155 +21,805	+343%	+$1.09M	0.03%	474
2025 Q4	$288K	Buy	6,350 +46	+0.7%	+$2.03K	0.01%	1106
2025 Q3	$282K	Sell	6,304 -4,556	-42%	-$206K	0.01%	1082
2025 Q2	$502K	Buy	10,860 +5,502	+103%	+$233K	0.01%	776
2025 Q1	$221K	Sell	5,358 -4,730	-47%	-$207K	0.01%	1000
2024 Q4	$443K	Buy	10,088 +3,566	+55%	+$165K	0.01%	745
2024 Q3	$308K	Buy	6,522 +236	+4%	+$10.8K	0.01%	883
2024 Q2	$288K	Sell	6,286 -21,302	-77%	-$963K	0.01%	906
2024 Q1	$1.28M	Buy	27,588 +3,550	+15%	+$153K	0.04%	403
2023 Q4	$1.03M	Buy	24,038 +1,012	+4%	+$40.5K	0.04%	446
2023 Q3	$904K	Buy	23,026 +7,614	+49%	+$313K	0.04%	449
2023 Q2	$639K	Sell	15,412 -12,910	-46%	-$513K	0.02%	562
2023 Q1	$1.14M	Buy	28,322 +12,140	+75%	+$492K	0.05%	392
2022 Q4	$629K	Buy	16,182 +1,650	+11%	+$63.4K	0.03%	531
2022 Q3	$494K	Sell	14,532 -4,010	-22%	-$151K	0.03%	563
2022 Q2	$682K	Sell	18,542 -50	-0.3%	-$2.09K	0.05%	445
2022 Q1	$819K	Sell	18,592 -3,346	-15%	-$143K	0.05%	436
2021 Q4	$994K	Sell	21,938 -16,896	-44%	-$730K	0.05%	390
2021 Q3	$1.54M	Buy	38,834 +172	+0.4%	+$7.15K	0.09%	270
2021 Q2	$1.59M	Sell	38,662 -208	-0.5%	-$8.76K	0.09%	263
2021 Q1	$1.53M	Buy	38,870 +508	+1%	+$19.2K	0.1%	242
2020 Q4	$1.39M	Buy	+38,362	New	+$1.31M	0.1%	239
2020 Q2	–	Sell	-17,098	Closed	-$385K	–	682
2020 Q1	$385K	Buy	+17,098	New	+$469K	0.05%	340
2018 Q4	–	Sell	-7,820	Closed	-$226K	–	494
2018 Q3	$226K	Sell	7,820 -370	-5%	-$10.9K	0.03%	425
2018 Q2	$238K	Buy	8,190 +96	+1%	+$2.81K	0.05%	368
2018 Q1	$230K	Buy	+8,094	New	+$245K	0.06%	355

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

Mutual Advisors's XLB Position: Q2 2026 in Review

Mutual Advisors reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 70% in Q2 2026, selling an estimated $1.01M and leaving 8,472 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #1014.

Mutual Advisors first reported a position in XLB in Q1 2018 and has held it in 27 quarters since. The position peaked at $1.59M in Q2 2021. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Mutual Advisors held 8,472 shares of State Street Materials Select Sector SPDR ETF worth $431K as of Q2 2026.
Mutual Advisors sold 19,683 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $1.01M.
State Street Materials Select Sector SPDR ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1014 holding.
Mutual Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2018 and has held it in 27 quarters since.
Mutual Advisors's State Street Materials Select Sector SPDR ETF position peaked at $1.59M in Q2 2021.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

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