Okabena Investment Services’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Okabena Investment Services’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	$472K	Buy	9,291 +201	+2%	+$10.3K	0.08%	113
2026 Q1	$454K	Buy	9,090 +205	+2%	+$10.3K	0.09%	122
2025 Q4	$403K	Buy	8,885 +173	+2%	+$7.65K	0.08%	123
2025 Q3	$390K	Buy	8,712 +178	+2%	+$8.05K	0.08%	123
2025 Q2	$375K	Buy	8,534 +204	+2%	+$8.65K	0.08%	114
2025 Q1	$358K	Buy	8,330 +52	+0.6%	+$2.27K	0.09%	111
2024 Q4	$348K	Buy	8,278 +518	+7%	+$24K	0.1%	105
2024 Q3	$374K	Hold	7,760	–	–	0.11%	97
2024 Q2	$343K	Hold	7,760	–	–	0.11%	100
2024 Q1	$360K	Hold	7,760	–	–	0.12%	91
2023 Q4	$332K	Buy	+7,760	New	+$310K	0.13%	90

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

Okabena Investment Services's XLB Position: Q2 2026 in Review

Okabena Investment Services increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 2.2% in Q2 2026, buying an estimated $10.3K and bringing the position to 9,291 shares worth $472K. The position accounts for 0.08% of the portfolio, ranked #113.

Okabena Investment Services first reported a position in XLB in Q4 2023 and has held it in 11 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Okabena Investment Services held 9,291 shares of State Street Materials Select Sector SPDR ETF worth $472K as of Q2 2026.
Okabena Investment Services bought 201 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $10.3K.
State Street Materials Select Sector SPDR ETF made up 0.08% of Okabena Investment Services's portfolio in Q2 2026, its #113 holding.
Okabena Investment Services first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.