Tyler-Stone Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Tyler-Stone Wealth Management’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
2025 Q2	$330K	Buy	7,518 +2,000	+36%	+$84.8K	0.05%	253
2025 Q1	$237K	Sell	5,518 -10	-0.2%	-$437	0.04%	295
2024 Q4	$233K	Buy	5,528 +2	+0%	+$93	0.04%	292
2024 Q3	$266K	Buy	5,526 +2,778	+101%	+$127K	0.05%	271
2024 Q2	$121K	Buy	2,748 +2	+0.1%	+$90	0.05%	256
2024 Q1	$128K	Buy	2,746 +2	+0.1%	+$86	0.06%	244
2023 Q4	$117K	Buy	2,744 +4	+0.1%	+$160	0.06%	245
2023 Q3	$108K	Buy	2,740 +2	+0.1%	+$82	0.06%	245
2023 Q2	$113K	Buy	+2,738	New	+$109K	0.06%	238
2022 Q4	$109K	Sell	2,806 -396	-12%	-$15.2K	0.07%	224
2022 Q3	$109K	Buy	3,202 +90	+3%	+$3.38K	0.08%	212
2022 Q2	$115K	Buy	3,112 +4	+0.1%	+$167	0.08%	216
2022 Q1	$137K	Sell	3,108 -38	-1%	-$1.62K	0.08%	222
2021 Q4	$143K	Buy	+3,146	New	+$136K	0.08%	224

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Tyler-Stone Wealth Management's XLB Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 36% in Q2 2025, buying an estimated $84.8K and bringing the position to 7,518 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #253.

Tyler-Stone Wealth Management first reported a position in XLB in Q4 2021 and has held it in 14 quarters since. 769 funds tracked by Wall St. Rank hold XLB as of Q2 2025.

Tyler-Stone Wealth Management held 7,518 shares of State Street Materials Select Sector SPDR ETF worth $330K as of Q2 2025.
Tyler-Stone Wealth Management bought 2,000 State Street Materials Select Sector SPDR ETF shares in Q2 2025, an estimated $84.8K.
State Street Materials Select Sector SPDR ETF made up 0.05% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #253 holding.
Tyler-Stone Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
769 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.