Olistico Wealth’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Olistico Wealth’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	$24.6K	Hold	484	–	–	0.01%	204
2026 Q1	$24.2K	Hold	484	–	–	0.01%	202
2025 Q4	$21.9K	Buy	+484	New	+$21.4K	0.01%	209
2025 Q3	–	Sell	-484	Closed	-$21.3K	–	352
2025 Q2	$21.3K	Hold	484	–	–	0.01%	222
2025 Q1	$20.8K	Hold	484	–	–	0.01%	209
2024 Q4	$20.4K	Hold	484	–	–	0.01%	209
2024 Q3	$23.3K	Hold	484	–	–	0.01%	205
2024 Q2	$21.4K	Buy	+484	New	+$21.9K	0.01%	207

Other funds holding XLB

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Trust Asset Management Houston, Texas $726M AUM 22.35% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return