Sage Mountain Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Sage Mountain 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	$12K	Hold	236	–	–	﹤0.01%	291
2026 Q1	$11.8K	Hold	236	–	–	﹤0.01%	271
2025 Q4	$10.7K	Hold	236	–	–	﹤0.01%	552
2025 Q3	$10.6K	Hold	236	–	–	﹤0.01%	538
2025 Q2	$10.4K	Hold	236	–	–	﹤0.01%	482
2025 Q1	$10.1K	Hold	236	–	–	﹤0.01%	477
2024 Q4	$9.93K	Hold	236	–	–	﹤0.01%	463
2024 Q3	$11.4K	Hold	236	–	–	﹤0.01%	470
2024 Q2	$10.4K	Hold	236	–	–	﹤0.01%	408
2024 Q1	$11K	Hold	236	–	–	﹤0.01%	388
2023 Q4	$10.1K	Hold	236	–	–	﹤0.01%	334
2023 Q3	$9.27K	Hold	236	–	–	﹤0.01%	332
2023 Q2	$9.78K	Sell	236 -258	-52%	-$10.3K	﹤0.01%	324
2023 Q1	$19.9K	Sell	494 -298	-38%	-$12.1K	﹤0.01%	299
2022 Q4	$30.8K	Buy	792 +214	+37%	+$8.22K	0.01%	244
2022 Q3	$20K	Sell	578 -372	-39%	-$14K	0.01%	336
2022 Q2	$35K	Sell	950 -114	-11%	-$4.77K	0.01%	553
2022 Q1	$47K	Hold	1,064	–	–	0.01%	558
2021 Q4	$48K	Buy	1,064 +570	+115%	+$24.6K	0.01%	621
2021 Q3	$20K	Hold	494	–	–	﹤0.01%	550
2021 Q2	$20K	Hold	494	–	–	﹤0.01%	504
2021 Q1	$19K	Hold	494	–	–	﹤0.01%	433
2020 Q4	$18K	Buy	+494	New	+$16.9K	0.01%	255

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

Sage Mountain Advisors's XLB Position: Q2 2026 in Review

Sage Mountain Advisors held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 236 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Sage Mountain Advisors first reported a position in XLB in Q4 2020 and has held it in 23 quarters since. The position peaked at $48K in Q4 2021. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Sage Mountain Advisors held 236 shares of State Street Materials Select Sector SPDR ETF worth $12K as of Q2 2026.
Sage Mountain Advisors left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #291 holding.
Sage Mountain Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Sage Mountain Advisors's State Street Materials Select Sector SPDR ETF position peaked at $48K in Q4 2021.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.