Private Wealth Advisors (California)’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Private Wealth Advisors (California)’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	$9.19M	Sell	184,000 -22,075	-11%	-$1.11M	2.59%	6
2025 Q4	$9.35M	Buy	206,075 +2,413	+1%	+$107K	2.99%	7
2025 Q3	$9.13M	Sell	203,662 -3,518	-2%	-$159K	3.07%	5
2025 Q2	$9.1M	Sell	207,180 -2,148	-1%	-$91.1K	3.34%	5
2025 Q1	$9M	Buy	209,328 +3,144	+2%	+$137K	3.25%	5
2024 Q4	$8.67M	Buy	206,184 +72,406	+54%	+$3.35M	3.4%	6
2024 Q3	$6.43M	Sell	133,778 -52	-0%	-$2.37K	2.46%	13
2024 Q2	$5.82M	Sell	133,830 -44,564	-25%	-$2.01M	2.24%	13
2024 Q1	$8.29M	Sell	178,394 -11,084	-6%	-$477K	3.37%	9
2023 Q4	$8.1M	Sell	189,478 -2,798	-1%	-$112K	3.16%	10
2023 Q3	$7.55M	Sell	192,276 -1,742	-0.9%	-$71.5K	3.19%	7
2023 Q2	$8.04M	Sell	194,018 -1,362	-0.7%	-$54.2K	3.28%	7
2023 Q1	$7.88M	Sell	195,380 -73,718	-27%	-$2.98M	3.31%	9
2022 Q4	$10.5M	Sell	269,098 -37,328	-12%	-$1.43M	3.52%	7
2022 Q3	$10.4M	Buy	306,426 +772	+0.3%	+$29K	4.85%	4
2022 Q2	$12.2M	Sell	305,654 -1,114	-0.4%	-$46.6K	4.49%	5
2022 Q1	$13.5M	Buy	306,768 +3,026	+1%	+$129K	4.31%	5
2021 Q4	$13.8M	Sell	303,742 -13,046	-4%	-$563K	2.94%	12
2021 Q3	$13.7M	Sell	316,788 -10,912	-3%	-$454K	3.27%	9
2021 Q2	$13.5M	Sell	327,700 -25,456	-7%	-$1.07M	4.14%	7
2021 Q1	$13.9M	Sell	353,156 -24,224	-6%	-$914K	4.71%	7
2020 Q4	$14.5M	Buy	377,380 +15,212	+4%	+$521K	5%	6
2020 Q3	$11.5M	Buy	362,168 +29,746	+9%	+$924K	5.97%	5
2020 Q2	$9.37M	Buy	332,422 +3,302	+1%	+$86.9K	6.52%	2
2020 Q1	$7.41M	Sell	329,120 -27,366	-8%	-$751K	6.07%	4
2019 Q4	$10.9M	Sell	356,486 -174,658	-33%	-$5.16M	6.3%	2
2019 Q3	$15.5M	Buy	531,144 +6,704	+1%	+$193K	10.07%	1
2019 Q2	$14.6M	Hold	524,440	–	–	9.91%	1
2019 Q1	$14.6M	Buy	524,440 +21,986	+4%	+$593K	9.91%	1
2018 Q4	$12.7M	Buy	+502,454	New	+$13.4M	10.25%	1

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Wealth Advisors (California)'s XLB Position: Q1 2026 in Review

Private Wealth Advisors (California) reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 11% in Q1 2026, selling an estimated $1.11M and leaving 184,000 shares worth $9.19M. The position accounts for 2.59% of the portfolio, ranked #6.

Private Wealth Advisors (California) first reported a position in XLB in Q4 2018 and has held it in 30 quarters since. The position peaked at $15.5M in Q3 2019. 898 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Private Wealth Advisors (California) held 184,000 shares of State Street Materials Select Sector SPDR ETF worth $9.19M as of Q1 2026.
Private Wealth Advisors (California) sold 22,075 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $1.11M.
State Street Materials Select Sector SPDR ETF made up 2.59% of Private Wealth Advisors (California)'s portfolio in Q1 2026, its #6 holding.
Private Wealth Advisors (California) first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Private Wealth Advisors (California)'s State Street Materials Select Sector SPDR ETF position peaked at $15.5M in Q3 2019.
898 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.