Pinnacle Family Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Pinnacle Family 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 Q1	–	Sell	-14,514	Closed	-$658K	–	157
2025 Q4	$658K	Buy	+14,514	New	+$641K	0.29%	62
2024 Q4	–	Sell	-9,284	Closed	-$447K	–	131
2024 Q3	$447K	Sell	9,284 -5,350	-37%	-$244K	0.23%	78
2024 Q2	$646K	Buy	+14,634	New	+$661K	0.36%	51
2024 Q1	–	Sell	-22,394	Closed	-$958K	–	114
2023 Q4	$958K	Buy	+22,394	New	+$895K	0.56%	35
2023 Q3	–	Sell	-12,874	Closed	-$533K	–	106
2023 Q2	$533K	Buy	+12,874	New	+$512K	0.29%	62

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Family Advisors's XLB Position: Q1 2026 in Review

Pinnacle Family Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2026, closing a stake of 14,514 shares — an estimated $658K sold.

Pinnacle Family Advisors first reported a position in XLB in Q2 2023 and held it in 5 quarters. The position peaked at $958K in Q4 2023. 902 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Pinnacle Family Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Pinnacle Family Advisors sold 14,514 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $658K.
Pinnacle Family Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2023 and held it in 5 quarters.
Pinnacle Family Advisors's State Street Materials Select Sector SPDR ETF position peaked at $958K in Q4 2023.
902 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.