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

Opal Wealth 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	–	Sell	-508	Closed	-$25.4K	–	597
2026 Q1	$25.4K	Buy	+508	New	+$25.5K	0.01%	549
2025 Q3	–	Sell	-984	Closed	-$43.2K	–	564
2025 Q2	$43.2K	Sell	984 -2,516	-72%	-$107K	0.01%	397
2025 Q1	$150K	Buy	+3,500	New	+$153K	0.05%	214
2024 Q4	–	Sell	-4,320	Closed	-$208K	–	208
2024 Q3	$208K	Sell	4,320 -554	-11%	-$25.3K	0.07%	181
2024 Q2	$215K	Sell	4,874 -202	-4%	-$9.13K	0.07%	163
2024 Q1	$236K	Sell	5,076 -398	-7%	-$17.1K	0.08%	153
2023 Q4	$234K	Sell	5,474 -2,146	-28%	-$85.8K	0.09%	153
2023 Q3	$299K	Sell	7,620 -139,550	-95%	-$5.73M	0.18%	99
2023 Q2	$6.1M	Buy	147,170 +28	+0%	+$1.11K	3.04%	6
2023 Q1	$5.93M	Buy	147,142 +22,972	+19%	+$930K	3.47%	6
2022 Q4	$4.82M	Sell	124,170 -25,298	-17%	-$972K	2.66%	6
2022 Q3	$5.08M	Buy	149,468 +11,246	+8%	+$423K	3.71%	5
2022 Q2	$5.09M	Sell	138,222 -11,192	-7%	-$468K	3.36%	7
2022 Q1	$6.58M	Buy	149,414 +2,766	+2%	+$118K	5.73%	4
2021 Q4	$6.64M	Buy	146,648 +20,040	+16%	+$865K	4.2%	4
2021 Q3	$5.01M	Buy	126,608 +13,144	+12%	+$546K	4.81%	5
2021 Q2	$4.67M	Buy	+113,464	New	+$4.78M	4.35%	5

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

Opal Wealth Advisors's XLB Position: Q2 2026 in Review

Opal Wealth Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026, closing a stake of 508 shares — an estimated $25.4K sold.

Opal Wealth Advisors first reported a position in XLB in Q2 2021 and held it in 17 quarters. The position peaked at $6.64M in Q4 2021. 401 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Opal Wealth Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 508 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $25.4K.
Opal Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2021 and held it in 17 quarters.
Opal Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $6.64M in Q4 2021.
401 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.