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Roberts Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Roberts Wealth 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
Q3 		$400K Buy
8,217
+1,486
+22% +$76.5K 0.09% 88
2026
Q2 		$342K Buy
6,731
+1,090
+19% +$55.9K 0.08% 97
2026
Q1 		$282K Buy
5,641
+402
+8% +$20.2K 0.07% 101
2025
Q4 		$238K Sell
5,239
-587
-10% -$25.9K 0.06% 96
2025
Q3 		$261K Sell
5,826
-146
-2% -$6.6K 0.07% 92
2025
Q2 		$262K Buy
5,972
+6
+0.1% +$254 0.08% 89
2025
Q1 		$257K Sell
5,966
-14
-0.2% -$612 0.08% 94
2024
Q4 		$260K Sell
5,980
-1,402
-19% -$64.9K 0.08% 91
2024
Q3 		$349K Hold
7,382
– – 0.11% 80
2024
Q2 		$322K Buy
7,382
+96
+1% +$4.34K 0.11% 83
2024
Q1 		$326K Buy
+7,286
New +$313K 0.12% 81
2023
Q4 		– Sell
-6,904
Closed -$271K – 85
2023
Q3 		$271K Sell
6,904
-174
-2% -$7.15K 0.12% 80
2023
Q2 		$293K Sell
7,078
-136
-2% -$5.41K 0.13% 75
2023
Q1 		$289K Buy
7,214
+90
+1% +$3.64K 0.13% 78
2022
Q4 		$276K Buy
7,124
+232
+3% +$8.91K 0.13% 78
2022
Q3 		$245K Buy
6,892
+234
+4% +$8.8K 0.12% 73
2022
Q2 		$243K Buy
6,658
+252
+4% +$10.5K 0.11% 81
2022
Q1 		$285K Buy
6,406
+100
+2% +$4.26K 0.11% 84
2021
Q4 		$282K Buy
6,306
+160
+3% +$6.91K 0.1% 87
2021
Q3 		$243K Buy
+6,146
New +$256K 0.1% 90

Other funds holding XLB

BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
LF
LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

Roberts Wealth Advisors's XLB Position: Q3 2026 in Review

Roberts Wealth Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 22% in Q3 2026, buying an estimated $76.5K and bringing the position to 8,217 shares worth $400K. The position accounts for 0.09% of the portfolio, ranked #88.

Roberts Wealth Advisors first reported a position in XLB in Q3 2021 and has held it in 20 quarters since. 93 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

  • Roberts Wealth Advisors held 8,217 shares of State Street Materials Select Sector SPDR ETF worth $400K as of Q3 2026.
  • Roberts Wealth Advisors bought 1,486 State Street Materials Select Sector SPDR ETF shares in Q3 2026, an estimated $76.5K.
  • State Street Materials Select Sector SPDR ETF made up 0.09% of Roberts Wealth Advisors's portfolio in Q3 2026, its #88 holding.
  • Roberts Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
  • 93 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.