Soltis Investment Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Soltis Investment 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	–	Sell	-6,862	Closed	-$343K	–	692
2026 Q1	$343K	Buy	+6,862	New	+$344K	0.02%	411
2024 Q3	–	Sell	-4,542	Closed	-$201K	–	381
2024 Q2	$201K	Sell	4,542 -854	-16%	-$38.6K	0.02%	318
2024 Q1	$251K	Buy	5,396 +428	+9%	+$18.4K	0.03%	262
2023 Q4	$213K	Buy	+4,968	New	+$199K	0.02%	270

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

Soltis Investment Advisors's XLB Position: Q2 2026 in Review

Soltis Investment Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026, closing a stake of 6,862 shares — an estimated $343K sold.

Soltis Investment Advisors first reported a position in XLB in Q4 2023 and held it in 4 quarters. The position peaked at $343K in Q1 2026. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Soltis Investment Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Soltis Investment Advisors sold 6,862 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $343K.
Soltis Investment Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2023 and held it in 4 quarters.
Soltis Investment Advisors's State Street Materials Select Sector SPDR ETF position peaked at $343K in Q1 2026.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.