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 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

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

Roberts Wealth Advisors's XLB Position: Q2 2026 in Review

Roberts Wealth Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 19% in Q2 2026, buying an estimated $55.9K and bringing the position to 6,731 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #97.

Roberts Wealth Advisors first reported a position in XLB in Q3 2021 and has held it in 19 quarters since. The position peaked at $349K in Q3 2024. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Roberts Wealth Advisors held 6,731 shares of State Street Materials Select Sector SPDR ETF worth $342K as of Q2 2026.
Roberts Wealth Advisors bought 1,090 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $55.9K.
State Street Materials Select Sector SPDR ETF made up 0.08% of Roberts Wealth Advisors's portfolio in Q2 2026, its #97 holding.
Roberts Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
Roberts Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $349K in Q3 2024.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.