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

Oakmont 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	-11,572	Closed	-$578K	–	513
2026 Q1	$578K	Sell	11,572 -4,492	-28%	-$225K	0.59%	44
2025 Q4	$728K	Buy	+16,064	New	+$710K	0.78%	34

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

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

Oakmont Advisory Group sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026, closing a stake of 11,572 shares — an estimated $578K sold.

Oakmont Advisory Group first reported a position in XLB in Q4 2025 and held it in 2 quarters. The position peaked at $728K in Q4 2025. 924 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Oakmont Advisory Group reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Oakmont Advisory Group sold 11,572 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $578K.
Oakmont Advisory Group first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
Oakmont Advisory Group's State Street Materials Select Sector SPDR ETF position peaked at $728K in Q4 2025.
924 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.