RiverGlades Family Offices’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

RiverGlades Family Offices’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	$669K	Buy	13,158 +225	+2%	+$11.5K	0.31%	58
2026 Q1	$646K	Buy	+12,933	New	+$649K	0.38%	47
2025 Q3	$518K	Sell	11,568 -180	-2%	-$8.14K	0.32%	51
2025 Q2	$516K	Buy	11,748 +710	+6%	+$30.1K	0.34%	49
2025 Q1	$475K	Buy	11,038 +200	+2%	+$8.74K	0.34%	50
2024 Q4	$456K	Buy	10,838 +830	+8%	+$38.4K	0.33%	50
2024 Q3	$482K	Buy	10,008 +910	+10%	+$41.5K	0.35%	47
2024 Q2	$402K	Hold	9,098	–	–	0.31%	50
2024 Q1	$417K	Sell	9,098 -580	-6%	-$24.9K	0.33%	50
2023 Q4	$406K	Sell	9,678 -156	-2%	-$6.24K	0.33%	48
2023 Q3	$386K	Buy	9,834 +260	+3%	+$10.7K	0.34%	46
2023 Q2	$397K	Sell	9,574 -190	-2%	-$7.55K	0.35%	46
2023 Q1	$394K	Hold	9,764	–	–	0.36%	46
2022 Q4	$379K	Buy	+9,764	New	+$375K	0.35%	50
2022 Q2	$321K	Sell	8,734 -260	-3%	-$10.9K	0.3%	54
2022 Q1	$396K	Buy	8,994 +60	+0.7%	+$2.56K	0.3%	55
2021 Q4	$405K	Buy	8,934 +180	+2%	+$7.77K	0.29%	54
2021 Q3	$346K	Buy	8,754 +90	+1%	+$3.74K	0.27%	56
2021 Q2	$357K	Hold	8,664	–	–	0.28%	56
2021 Q1	$341K	Buy	8,664 +64	+0.7%	+$2.42K	0.28%	56
2020 Q4	$311K	Buy	8,600 +950	+12%	+$32.5K	0.26%	57
2020 Q3	$243K	Hold	7,650	–	–	0.23%	58
2020 Q2	$216K	Buy	+7,650	New	+$201K	0.22%	62
2020 Q1	–	Sell	-7,160	Closed	-$220K	–	62
2019 Q4	$220K	Sell	7,160 -120	-2%	-$3.54K	0.19%	60
2019 Q3	$212K	Sell	7,280 -170	-2%	-$4.9K	0.19%	63
2019 Q2	$218K	Sell	7,450 -180	-2%	-$5.08K	0.19%	62
2019 Q1	$212K	Buy	+7,630	New	+$206K	0.19%	62
2018 Q4	–	Sell	-7,700	Closed	-$223K	–	79
2018 Q3	$223K	Sell	7,700 -760	-9%	-$22.4K	0.19%	66
2018 Q2	$246K	Sell	8,460 -470	-5%	-$13.8K	0.21%	60
2018 Q1	$254K	Buy	8,930 +720	+9%	+$21.8K	0.2%	65
2017 Q4	$248K	Buy	+8,210	New	+$242K	0.2%	63

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

RiverGlades Family Offices's XLB Position: Q2 2026 in Review

RiverGlades Family Offices increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 1.7% in Q2 2026, buying an estimated $11.5K and bringing the position to 13,158 shares worth $669K. The position accounts for 0.31% of the portfolio, ranked #58.

RiverGlades Family Offices first reported a position in XLB in Q4 2017 and has held it in 31 quarters since. 930 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

RiverGlades Family Offices held 13,158 shares of State Street Materials Select Sector SPDR ETF worth $669K as of Q2 2026.
RiverGlades Family Offices bought 225 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $11.5K.
State Street Materials Select Sector SPDR ETF made up 0.31% of RiverGlades Family Offices's portfolio in Q2 2026, its #58 holding.
RiverGlades Family Offices first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2017 and has held it in 31 quarters since.
930 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on RiverGlades Family Offices's 13F filing for Q2 2026, filed 10 Aug 2026.