Union Savings Bank’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Union Savings Bank’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	$97.4K	Hold	2,000	–	–	0.04%	181
2026 Q2	$102K	Hold	2,000	–	–	0.04%	177
2026 Q1	$99.9K	Hold	2,000	–	–	0.04%	173
2025 Q4	$90.7K	Buy	+2,000	New	+$88.4K	0.04%	185
2025 Q2	$87.7K	Hold	2,000	–	–	0.04%	188
2025 Q1	$86K	Hold	2,000	–	–	0.04%	190
2024 Q4	$84.1K	Hold	2,000	–	–	0.04%	191
2024 Q3	$96.4K	Hold	2,000	–	–	0.05%	182
2024 Q2	$88.3K	Sell	2,000 -244	-11%	-$11K	0.05%	186
2024 Q1	$104K	Hold	2,244	–	–	0.05%	174
2023 Q4	$96K	Hold	2,244	–	–	0.05%	178
2023 Q3	$88.1K	Hold	2,244	–	–	0.05%	177
2023 Q2	$96.2K	Buy	+2,244	New	+$89.2K	0.06%	169

Other funds holding XLB

BWM

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

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 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

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

AAG

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

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Union Savings Bank's XLB Position: Q3 2026 in Review

Union Savings Bank held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q3 2026 at 2,000 shares worth $97.4K. The position accounts for 0.04% of the portfolio, ranked #181.

Union Savings Bank first reported a position in XLB in Q2 2023 and has held it in 13 quarters since. The position peaked at $104K in Q1 2024. 110 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

Union Savings Bank held 2,000 shares of State Street Materials Select Sector SPDR ETF worth $97.4K as of Q3 2026.
Union Savings Bank left its State Street Materials Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Materials Select Sector SPDR ETF made up 0.04% of Union Savings Bank's portfolio in Q3 2026, its #181 holding.
Union Savings Bank first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
Union Savings Bank's State Street Materials Select Sector SPDR ETF position peaked at $104K in Q1 2024.
110 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

Based on Union Savings Bank's 13F filing for Q3 2026, filed 14 Oct 2026.