U.S. Capital Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

U.S. Capital Wealth 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 Q1	$1.63M	Buy	32,546 +817	+3%	+$41K	0.04%	395
2025 Q4	$1.44M	Buy	31,729 +4,961	+19%	+$219K	0.04%	409
2025 Q3	$1.2M	Buy	26,768 +42	+0.2%	+$1.9K	0.03%	436
2025 Q2	$1.17M	Buy	26,726 +1,274	+5%	+$54K	0.03%	392
2025 Q1	$1.09M	Buy	25,452 +366	+1%	+$16K	0.03%	409
2024 Q4	$1.06M	Buy	25,086 +12,500	+99%	+$579K	0.03%	415
2024 Q3	$607K	Buy	12,586 +5,844	+87%	+$267K	0.02%	437
2024 Q2	$298K	Sell	6,742 -772	-10%	-$34.9K	0.01%	572
2024 Q1	$349K	Buy	7,514 +52	+0.7%	+$2.24K	0.01%	533
2023 Q4	$319K	Buy	7,462 +226	+3%	+$9.04K	0.01%	539
2023 Q3	$284K	Buy	7,236 +4	+0.1%	+$164	0.01%	530
2023 Q2	$300K	Sell	7,232 -790	-10%	-$31.4K	0.01%	532
2023 Q1	$324K	Buy	8,022 +108	+1%	+$4.37K	0.02%	519
2022 Q4	$307K	Buy	7,914 +1,770	+29%	+$68K	0.01%	527
2022 Q3	$209K	Buy	+6,144	New	+$231K	0.01%	584
2022 Q2	–	Sell	-5,306	Closed	-$234K	–	742
2022 Q1	$234K	Sell	5,306 -386	-7%	-$16.5K	0.01%	645
2021 Q4	$258K	Buy	5,692 +264	+5%	+$11.4K	0.01%	629
2021 Q3	$215K	Buy	+5,428	New	+$226K	0.01%	681

Other funds holding XLB

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

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

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

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

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

MMH

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's XLB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 2.6% in Q1 2026, buying an estimated $41K and bringing the position to 32,546 shares worth $1.63M. The position accounts for 0.04% of the portfolio, ranked #395.

U.S. Capital Wealth Advisors first reported a position in XLB in Q3 2021 and has held it in 18 quarters since. 900 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

U.S. Capital Wealth Advisors held 32,546 shares of State Street Materials Select Sector SPDR ETF worth $1.63M as of Q1 2026.
U.S. Capital Wealth Advisors bought 817 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $41K.
State Street Materials Select Sector SPDR ETF made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #395 holding.
U.S. Capital Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2021 and has held it in 18 quarters since.
900 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.