Stephens Inc’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Stephens Inc’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	$466K	Buy	+9,175	New	+$471K	0.01%	904
2021 Q4	–	Sell	-6,496	Closed	-$257K	–	1421
2021 Q3	$257K	Buy	6,496 +18	+0.3%	+$748	﹤0.01%	1107
2021 Q2	$267K	Buy	6,478 +18	+0.3%	+$758	﹤0.01%	1089
2021 Q1	$255K	Buy	6,460 +18	+0.3%	+$679	﹤0.01%	1069
2020 Q4	$233K	Buy	+6,442	New	+$221K	﹤0.01%	1032
2020 Q3	–	Sell	-7,226	Closed	-$204K	–	1226
2020 Q2	$204K	Buy	+7,226	New	+$190K	﹤0.01%	971

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

Stephens Inc's XLB Position: Q2 2026 in Review

Stephens Inc opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 9,175 shares worth $466K. The stake represents 0.01% of the portfolio and ranks #904 among its holdings. This is a return to the name: Stephens Inc previously reported a position in XLB as recently as Q3 2021.

Stephens Inc first reported a position in XLB in Q2 2020 and has held it in 6 quarters since. 928 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Stephens Inc held 9,175 shares of State Street Materials Select Sector SPDR ETF worth $466K as of Q2 2026.
State Street Materials Select Sector SPDR ETF was a new Stephens Inc position in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #904 holding.
Stephens Inc first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2020 and has held it in 6 quarters since.
928 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.