Northstar Advisory Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Northstar Advisory Group’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	–	Sell	-103,410	Closed	-$5.17M	–	137
2026 Q1	$5.17M	Buy	+103,410	New	+$5.19M	1.92%	15
2024 Q3	–	Sell	-26,246	Closed	-$1.16M	–	112
2024 Q2	$1.16M	Sell	26,246 -1,042	-4%	-$47.1K	0.67%	39
2024 Q1	$1.25M	Buy	+27,288	New	+$1.17M	0.76%	35
2023 Q4	–	Sell	-9,674	Closed	-$380K	–	110
2023 Q3	$380K	Buy	+9,674	New	+$397K	0.28%	64

Other funds holding XLB

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Northstar Advisory Group's XLB Position: Q2 2026 in Review

Northstar Advisory Group sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026, closing a stake of 103,410 shares — an estimated $5.17M sold.

Northstar Advisory Group first reported a position in XLB in Q3 2023 and held it in 4 quarters. The position peaked at $5.17M in Q1 2026. 400 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Northstar Advisory Group reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Northstar Advisory Group sold 103,410 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $5.17M.
Northstar Advisory Group first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2023 and held it in 4 quarters.
Northstar Advisory Group's State Street Materials Select Sector SPDR ETF position peaked at $5.17M in Q1 2026.
400 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.