United Asset Strategies’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

United Asset Strategies’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	$1.47M	Sell	28,835 -969	-3%	-$49.7K	0.1%	119
2026 Q1	$1.49M	Sell	29,804 -116,473	-80%	-$5.84M	0.12%	111
2025 Q4	$6.63M	Buy	146,277 +115,675	+378%	+$5.11M	0.51%	52
2025 Q3	$1.37M	Sell	30,602 -5,168	-14%	-$234K	0.11%	121
2025 Q2	$1.57M	Sell	35,770 -6,722	-16%	-$285K	0.13%	114
2025 Q1	$1.83M	Sell	42,492 -12,618	-23%	-$551K	0.17%	105
2024 Q4	$2.32M	Sell	55,110 -84,206	-60%	-$3.9M	0.21%	92
2024 Q3	$6.71M	Sell	139,316 -11,876	-8%	-$542K	0.63%	50
2024 Q2	$6.68M	Buy	151,192 +17,854	+13%	+$807K	0.66%	49
2024 Q1	$6.19M	Buy	133,338 +1,962	+1%	+$84.4K	0.62%	51
2023 Q4	$5.62M	Sell	131,376 -2,490	-2%	-$99.6K	0.63%	49
2023 Q3	$5.26M	Sell	133,866 -1,544	-1%	-$63.4K	0.68%	44
2023 Q2	$5.61M	Sell	135,410 -323,274	-70%	-$12.9M	0.7%	43
2023 Q1	$34.6M	Buy	458,684 +316,418	+222%	+$12.8M	4.57%	1
2022 Q4	$5.53M	Buy	142,266 +7,810	+6%	+$300K	0.77%	46
2022 Q3	$4.57M	Buy	134,456 +15,280	+13%	+$575K	0.7%	46
2022 Q2	$4.39M	Sell	119,176 -286	-0.2%	-$12K	0.64%	50
2022 Q1	$5.26M	Sell	119,462 -6,778	-5%	-$289K	0.67%	48
2021 Q4	$5.72M	Buy	126,240 +13,114	+12%	+$566K	0.68%	48
2021 Q3	$4.47M	Sell	113,126 -12,936	-10%	-$538K	0.58%	51
2021 Q2	$5.19M	Buy	126,062 +22,940	+22%	+$966K	0.69%	48
2021 Q1	$4.06M	Buy	103,122 +4,034	+4%	+$152K	0.59%	54
2020 Q4	$3.59M	Sell	99,088 -2,860	-3%	-$97.9K	0.56%	55
2020 Q3	$3.24M	Buy	101,948 +93,188	+1,064%	+$2.89M	0.6%	53
2020 Q2	$247K	Sell	8,760 -8,164	-48%	-$215K	0.05%	164
2020 Q1	$381K	Sell	16,924 -1,656	-9%	-$45.5K	0.09%	137
2019 Q4	$571K	Sell	18,580 -16,642	-47%	-$492K	0.11%	145
2019 Q3	$1.02M	Buy	35,222 +23,146	+192%	+$667K	0.22%	95
2019 Q2	$353K	Sell	12,076 -63,004	-84%	-$1.78M	0.08%	150
2019 Q1	$2.08M	Buy	75,080 +15,910	+27%	+$429K	0.49%	61
2018 Q4	$1.5M	Sell	59,170 -96,458	-62%	-$2.57M	0.41%	67
2018 Q3	$4.51M	Sell	155,628 -40,628	-21%	-$1.2M	1.06%	27
2018 Q2	$5.7M	Buy	196,256 +50,722	+35%	+$1.49M	1.51%	16
2018 Q1	$4.14M	Sell	145,534 -46,274	-24%	-$1.4M	1.22%	26
2017 Q4	$5.8M	Buy	+191,808	New	+$5.65M	1.56%	17
2017 Q3	–	Sell	-165,832	Closed	-$4.46M	–	173
2017 Q2	$4.46M	Sell	165,832 -1,976	-1%	-$52.5K	1.32%	29
2017 Q1	$4.4M	Buy	167,808 +10,604	+7%	+$275K	1.34%	28
2016 Q4	$3.91M	Buy	157,204 +95,440	+155%	+$2.32M	1.27%	33
2016 Q3	$1.48M	Buy	61,764 +29,010	+89%	+$699K	0.52%	55
2016 Q2	$759K	Sell	32,754 -7,804	-19%	-$182K	0.28%	76
2016 Q1	$909K	Buy	40,558 +2,028	+5%	+$42K	0.41%	61
2015 Q4	$836K	Sell	38,530 -11,064	-22%	-$246K	0.36%	69
2015 Q3	$990K	Sell	49,594 -358	-0.7%	-$7.96K	0.46%	55
2015 Q2	$1.21M	Sell	49,952 -8,274	-14%	-$208K	0.54%	56
2015 Q1	$1.47M	Buy	58,226 +27,784	+91%	+$688K	0.68%	51
2014 Q4	$739K	Sell	30,442 -121,590	-80%	-$2.94M	0.32%	77
2014 Q3	$3.77M	Sell	152,032 -2,932	-2%	-$73.2K	1.69%	18
2014 Q2	$3.85M	Buy	154,964 +14,472	+10%	+$349K	1.86%	15
2014 Q1	$3.32M	Buy	+140,492	New	+$3.23M	1.88%	17
2013 Q4	–	Sell	-114,728	Closed	-$2.41M	–	96
2013 Q3	$2.41M	Buy	+114,728	New	+$2.35M	1.53%	22

Other funds holding XLB

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

United Asset Strategies's XLB Position: Q2 2026 in Review

United Asset Strategies reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 3.3% in Q2 2026, selling an estimated $49.7K and leaving 28,835 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #119.

United Asset Strategies first reported a position in XLB in Q3 2013 and has held it in 50 quarters since. The position peaked at $34.6M in Q1 2023. 247 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

United Asset Strategies held 28,835 shares of State Street Materials Select Sector SPDR ETF worth $1.47M as of Q2 2026.
United Asset Strategies sold 969 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $49.7K.
State Street Materials Select Sector SPDR ETF made up 0.1% of United Asset Strategies's portfolio in Q2 2026, its #119 holding.
United Asset Strategies first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2013 and has held it in 50 quarters since.
United Asset Strategies's State Street Materials Select Sector SPDR ETF position peaked at $34.6M in Q1 2023.
247 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.