Realta Investment Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Realta Investment 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	$451K	Buy	8,871 +115	+1%	+$5.9K	0.14%	139
2026 Q1	$438K	Buy	+8,756	New	+$439K	0.15%	135
2024 Q4	–	Sell	-20	Closed	-$964	–	420
2024 Q3	$964	Sell	20 -3,416	-99%	-$156K	﹤0.01%	347
2024 Q2	$152K	Sell	3,436 -10,376	-75%	-$469K	0.03%	424
2024 Q1	$641K	Buy	13,812 +5,908	+75%	+$254K	0.13%	186
2023 Q4	$338K	Buy	7,904 +4,310	+120%	+$172K	0.08%	291
2023 Q3	$149K	Hold	3,594	–	–	0.03%	417
2023 Q2	$149K	Buy	+3,594	New	+$143K	0.03%	436
2023 Q1	–	Sell	-4,154	Closed	-$161K	–	835
2022 Q4	$161K	Buy	4,154 +4	+0.1%	+$154	0.04%	421
2022 Q3	$141K	Buy	+4,150	New	+$156K	0.04%	406
2020 Q1	–	Sell	-5,562	Closed	-$166K	–	1423
2019 Q4	$166K	Buy	5,562 +518	+10%	+$15.3K	0.05%	373
2019 Q3	$147K	Buy	5,044 +638	+14%	+$18.4K	0.04%	407
2019 Q2	$126K	Buy	4,406 +872	+25%	+$24.6K	0.03%	440
2019 Q1	$96K	Buy	+3,534	New	+$95.3K	0.04%	401

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

Realta Investment Advisors's XLB Position: Q2 2026 in Review

Realta Investment Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 1.3% in Q2 2026, buying an estimated $5.9K and bringing the position to 8,871 shares worth $451K. The position accounts for 0.14% of the portfolio, ranked #139.

Realta Investment Advisors first reported a position in XLB in Q1 2019 and has held it in 14 quarters since. The position peaked at $641K in Q1 2024. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Realta Investment Advisors held 8,871 shares of State Street Materials Select Sector SPDR ETF worth $451K as of Q2 2026.
Realta Investment Advisors bought 115 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $5.9K.
State Street Materials Select Sector SPDR ETF made up 0.14% of Realta Investment Advisors's portfolio in Q2 2026, its #139 holding.
Realta Investment Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2019 and has held it in 14 quarters since.
Realta Investment Advisors's State Street Materials Select Sector SPDR ETF position peaked at $641K in Q1 2024.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

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