SageView Advisory Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-802	Closed	-$36.4K	–	2456
2025 Q4	$36.4K	Buy	+802	New	+$35.4K	﹤0.01%	1206
2024 Q2	–	Sell	-17,660	Closed	-$372K	–	816
2024 Q1	$372K	Buy	17,660 +7,726	+78%	+$332K	0.02%	375
2023 Q4	$414K	Sell	9,934 -26,002	-72%	-$1.04M	0.02%	437
2023 Q3	$1.41M	Buy	35,936 +1,454	+4%	+$59.7K	0.08%	160
2023 Q2	$1.43M	Buy	34,482 +5,468	+19%	+$217K	0.08%	173
2023 Q1	$1.17M	Buy	29,014 +17,222	+146%	+$697K	0.07%	179
2022 Q4	$458K	Buy	+11,792	New	+$453K	0.04%	251

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SageView Advisory Group's XLB Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2026, closing a stake of 802 shares — an estimated $36.4K sold.

SageView Advisory Group first reported a position in XLB in Q4 2022 and held it in 7 quarters. The position peaked at $1.43M in Q2 2023. 902 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

SageView Advisory Group reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 802 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $36.4K.
SageView Advisory Group first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2022 and held it in 7 quarters.
SageView Advisory Group's State Street Materials Select Sector SPDR ETF position peaked at $1.43M in Q2 2023.
902 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.