RiverFront Investment Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

RiverFront Investment Group’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	$23.7M	Sell	465,998 -24	-0%	-$1.23K	0.31%	58
2026 Q1	$23.3M	Buy	466,022 +3,524	+0.8%	+$177K	0.36%	57
2025 Q4	$21M	Sell	462,498 -620	-0.1%	-$27.4K	0.35%	57
2025 Q3	$20.8M	Buy	463,118 +2,300	+0.5%	+$104K	0.36%	56
2025 Q2	$20.2M	Sell	460,818 -5,946	-1%	-$252K	0.39%	54
2025 Q1	$20.1M	Buy	466,764 +12,434	+3%	+$543K	0.45%	52
2024 Q4	$19.1M	Buy	454,330 +5,888	+1%	+$273K	0.44%	50
2024 Q3	$21.6M	Buy	448,442 +9,466	+2%	+$432K	0.51%	46
2024 Q2	$19.4M	Buy	438,976 +1,972	+0.5%	+$89.1K	0.52%	44
2024 Q1	$20.3M	Buy	437,004 +7,672	+2%	+$330K	0.57%	40
2023 Q4	$18.4M	Sell	429,332 -5,978	-1%	-$239K	0.58%	39
2023 Q3	$17.1M	Sell	435,310 -16,614	-4%	-$682K	0.61%	37
2023 Q2	$18.7M	Buy	451,924 +738	+0.2%	+$29.3K	0.61%	40
2023 Q1	$18.2M	Sell	451,186 -956	-0.2%	-$38.7K	0.64%	39
2022 Q4	$1.14M	Sell	452,142 -3,654	-0.8%	-$140K	0.26%	69
2022 Q3	$16.8M	Sell	455,796 -4,518	-1%	-$170K	0.63%	38
2022 Q2	$16.9M	Sell	460,314 -4,330	-0.9%	-$181K	0.64%	39
2022 Q1	$20.5M	Buy	464,644 +11,228	+2%	+$479K	0.66%	34
2021 Q4	$20.5M	Buy	453,416 +10,450	+2%	+$451K	0.64%	30
2021 Q3	$17.5M	Sell	442,966 -194,496	-31%	-$8.09M	0.58%	33
2021 Q2	$26.2M	Buy	637,462 +6,548	+1%	+$276K	0.53%	40
2021 Q1	$24.9M	Buy	630,914 +7,162	+1%	+$270K	0.52%	39
2020 Q4	$22.6M	Buy	623,752 +14,296	+2%	+$489K	0.5%	42
2020 Q3	$19.4M	Buy	609,456 +10,092	+2%	+$314K	0.46%	38
2020 Q2	$16.9M	Buy	+599,364	New	+$15.8M	0.41%	38
2014 Q1	–	Sell	-203,344	Closed	-$4.7M	–	95
2013 Q4	$4.7M	Buy	203,344 +6,052	+3%	+$133K	0.14%	50
2013 Q3	$4.14M	Buy	+197,292	New	+$4.04M	0.13%	52

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

RiverFront Investment Group's XLB Position: Q2 2026 in Review

RiverFront Investment Group reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.01% in Q2 2026, selling an estimated $1.23K and leaving 465,998 shares worth $23.7M. The position accounts for 0.31% of the portfolio, ranked #58.

RiverFront Investment Group first reported a position in XLB in Q3 2013 and has held it in 27 quarters since. The position peaked at $26.2M in Q2 2021. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

RiverFront Investment Group held 465,998 shares of State Street Materials Select Sector SPDR ETF worth $23.7M as of Q2 2026.
RiverFront Investment Group sold 24 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $1.23K.
State Street Materials Select Sector SPDR ETF made up 0.31% of RiverFront Investment Group's portfolio in Q2 2026, its #58 holding.
RiverFront Investment Group first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2013 and has held it in 27 quarters since.
RiverFront Investment Group's State Street Materials Select Sector SPDR ETF position peaked at $26.2M in Q2 2021.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.