Royal Fund Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Royal Fund Management’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	–	Sell	-221,572	Closed	-$11.3M	–	309
2026 Q2	$11.3M	Sell	221,572 -21,076	-9%	-$1.08M	0.94%	27
2026 Q1	$12.1M	Buy	+242,648	New	+$12.2M	1.15%	17
2024 Q3	–	Sell	-172,696	Closed	-$7.63M	–	374
2024 Q2	$7.63M	Buy	+172,696	New	+$7.81M	0.62%	26
2018 Q2	–	Sell	-56	Closed	-$1K	–	651
2018 Q1	$1K	Sell	56 -262	-82%	-$7.94K	﹤0.01%	509
2017 Q4	$9K	Buy	+318	New	+$9.36K	﹤0.01%	392

Other funds holding XLB

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

ING Group Amsterdam, Netherlands $17.7B AUM 39.02% 1-Year Est. Return

Royal Fund Management's XLB Position: Q3 2026 in Review

Royal Fund Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2026, closing a stake of 221,572 shares — an estimated $11.3M sold.

Royal Fund Management first reported a position in XLB in Q4 2017 and held it in 5 quarters. The position peaked at $12.1M in Q1 2026. 802 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

Royal Fund Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Royal Fund Management sold 221,572 State Street Materials Select Sector SPDR ETF shares in Q3 2026, an estimated $11.3M.
Royal Fund Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2017 and held it in 5 quarters.
Royal Fund Management's State Street Materials Select Sector SPDR ETF position peaked at $12.1M in Q1 2026.
802 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

Based on Royal Fund Management's 13F filing for Q3 2026, filed 22 Oct 2026.