Toth Financial Advisory’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Toth Financial Advisory’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 Q3	$9.38M	Buy	192,680 +15,798	+9%	+$813K	0.94%	36
2026 Q2	$8.99M	Buy	176,882 +30,979	+21%	+$1.59M	0.88%	40
2026 Q1	$7.29M	Buy	145,903 +60,905	+72%	+$3.06M	0.8%	47
2025 Q4	$3.85M	Buy	84,998 +10,870	+15%	+$480K	0.42%	80
2025 Q3	$3.32M	Buy	74,128 +33,764	+84%	+$1.53M	0.36%	85
2025 Q2	$1.77M	Buy	40,364 +848	+2%	+$36K	0.21%	102
2025 Q1	$1.7M	Sell	39,516 -32,936	-45%	-$1.44M	0.2%	102
2024 Q4	$3.05M	Buy	72,452 +5,274	+8%	+$244K	0.36%	88
2024 Q3	$3.24M	Buy	67,178 +2,300	+4%	+$105K	0.38%	85
2024 Q2	$2.86M	Buy	64,878 +666	+1%	+$30.1K	0.36%	89
2024 Q1	$2.98M	Buy	64,212 +17,508	+37%	+$753K	0.37%	83
2023 Q4	$2M	Buy	46,704 +8,288	+22%	+$331K	0.27%	99
2023 Q3	$1.51M	Sell	38,416 -204	-0.5%	-$8.38K	0.23%	103
2023 Q2	$1.6M	Sell	38,620 -276	-0.7%	-$11K	0.23%	99
2023 Q1	$1.57M	Sell	38,896 -484	-1%	-$19.6K	0.24%	96
2022 Q4	$1.53M	Sell	39,380 -650	-2%	-$25K	0.25%	90
2022 Q3	$1.36M	Sell	40,030 -80,566	-67%	-$3.03M	0.25%	92
2022 Q2	$4.44M	Buy	120,596 +7,726	+7%	+$323K	0.77%	51
2022 Q1	$4.98M	Buy	112,870 +10,964	+11%	+$468K	0.74%	52
2021 Q4	$4.62M	Buy	101,906 +18,606	+22%	+$804K	0.63%	53
2021 Q3	$3.3M	Buy	83,300 +4,764	+6%	+$198K	0.5%	66
2021 Q2	$3.23M	Buy	78,536 +4,240	+6%	+$179K	0.49%	73
2021 Q1	$2.93M	Buy	74,296 +5,836	+9%	+$220K	0.47%	73
2020 Q4	$2.48M	Buy	68,460 +10,478	+18%	+$359K	0.42%	72
2020 Q3	$1.84M	Buy	57,982 +40,556	+233%	+$1.26M	0.35%	75
2020 Q2	$491K	Sell	17,426 -710	-4%	-$18.7K	0.11%	120
2020 Q1	$408K	Sell	18,136 -42,346	-70%	-$1.16M	0.12%	104
2019 Q4	$1.86M	Buy	60,482 +2,620	+5%	+$77.4K	0.38%	72
2019 Q3	$1.68M	Buy	57,862 +1,400	+2%	+$40.4K	0.37%	70
2019 Q2	$1.65M	Sell	56,462 -90	-0.2%	-$2.54K	0.37%	70
2019 Q1	$1.57M	Sell	56,552 -5,404	-9%	-$146K	0.37%	68
2018 Q4	$1.56M	Sell	61,956 -7,742	-11%	-$206K	0.43%	66
2018 Q3	$2.02M	Sell	69,698 -548	-0.8%	-$16.2K	0.45%	68
2018 Q2	$2.04M	Buy	70,246 +156	+0.2%	+$4.57K	0.48%	65
2018 Q1	$2M	Buy	70,090 +17,006	+32%	+$516K	0.49%	66
2017 Q4	$1.61M	Buy	53,084 +1,960	+4%	+$57.7K	0.38%	73
2017 Q3	$1.45M	Buy	51,124 +7,594	+17%	+$209K	0.37%	78
2017 Q2	$1.17M	Buy	43,530 +8,202	+23%	+$218K	0.31%	81
2017 Q1	$926K	Buy	35,328 +3,730	+12%	+$96.9K	0.25%	90
2016 Q4	$785K	Buy	31,598 +3,286	+12%	+$79.8K	0.23%	93
2016 Q3	$676K	Buy	28,312 +7,010	+33%	+$169K	0.2%	97
2016 Q2	$494K	Buy	+21,302	New	+$496K	0.15%	102
2015 Q3	–	Sell	-125,422	Closed	-$3.04M	–	122
2015 Q2	$3.04M	Sell	125,422 -860	-0.7%	-$21.6K	1.01%	42
2015 Q1	$3.08M	Buy	126,282 +4,042	+3%	+$100K	1.03%	41
2014 Q4	$2.97M	Buy	122,240 +2,012	+2%	+$48.6K	1.03%	42
2014 Q3	$2.98M	Buy	120,228 +3,792	+3%	+$94.6K	1.13%	42
2014 Q2	$2.89M	Buy	116,436 +13,330	+13%	+$322K	1.1%	42
2014 Q1	$2.44M	Buy	103,106 +15,960	+18%	+$367K	0.99%	45
2013 Q4	$2.01M	Buy	87,146 +6,620	+8%	+$146K	0.85%	47
2013 Q3	$1.69M	Buy	80,526 +7,420	+10%	+$152K	0.79%	50
2013 Q2	$1.4M	Buy	+73,106	New	+$1.45M	0.69%	52

Other funds holding XLB

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Toth Financial Advisory's XLB Position: Q3 2026 in Review

Toth Financial Advisory increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 8.9% in Q3 2026, buying an estimated $813K and bringing the position to 192,680 shares worth $9.38M. The position accounts for 0.94% of the portfolio, ranked #36.

Toth Financial Advisory first reported a position in XLB in Q2 2013 and has held it in 51 quarters since. 191 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

Toth Financial Advisory held 192,680 shares of State Street Materials Select Sector SPDR ETF worth $9.38M as of Q3 2026.
Toth Financial Advisory bought 15,798 State Street Materials Select Sector SPDR ETF shares in Q3 2026, an estimated $813K.
State Street Materials Select Sector SPDR ETF made up 0.94% of Toth Financial Advisory's portfolio in Q3 2026, its #36 holding.
Toth Financial Advisory first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2013 and has held it in 51 quarters since.
191 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.