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SMI Advisory Services’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

SMI Advisory Services’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 		– Sell
-4,246
Closed -$213K – 65
2026
Q1 		$213K Sell
4,246
-2,418
-36% -$121K 0.04% 59
2025
Q4 		$323K Buy
+6,664
New +$295K 0.06% 45

Other funds holding XLB

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

SMI Advisory Services's XLB Position: Q2 2026 in Review

SMI Advisory Services sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026, closing a stake of 4,246 shares — an estimated $213K sold.

SMI Advisory Services first reported a position in XLB in Q4 2025 and held it in 2 quarters. The position peaked at $323K in Q4 2025. 133 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

  • SMI Advisory Services reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • SMI Advisory Services sold 4,246 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $213K.
  • SMI Advisory Services first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
  • SMI Advisory Services's State Street Materials Select Sector SPDR ETF position peaked at $323K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.