Valley Wealth Managers’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Valley Wealth Managers’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	$29.5K	Buy	606 +142	+31%	+$7.31K	﹤0.01%	243
2026 Q2	$23.6K	Hold	464	–	–	﹤0.01%	253
2026 Q1	$23.2K	Hold	464	–	–	﹤0.01%	244
2025 Q4	$21K	Sell	464 -46	-9%	-$2.03K	﹤0.01%	251
2025 Q3	$22.9K	Hold	510	–	–	﹤0.01%	237
2025 Q2	$22.4K	Buy	510 +66	+15%	+$2.8K	﹤0.01%	226
2025 Q1	$19.1K	Sell	444 -1,374	-76%	-$60K	﹤0.01%	247
2024 Q4	$76.5K	Hold	1,818	–	–	0.01%	195
2024 Q3	$87.6K	Sell	1,818 -198	-10%	-$9.03K	0.01%	196
2024 Q2	$89K	Sell	2,016 -494	-20%	-$22.3K	0.01%	200
2024 Q1	$117K	Hold	2,510	–	–	0.01%	193
2023 Q4	$107K	Hold	2,510	–	–	0.01%	194
2023 Q3	$98.6K	Hold	2,510	–	–	0.01%	200
2023 Q2	$104K	Sell	2,510 -40	-2%	-$1.59K	0.01%	179
2023 Q1	$103K	Sell	2,550 -980	-28%	-$39.7K	0.01%	187
2022 Q4	$137K	Hold	3,530	–	–	0.01%	183
2022 Q3	$120K	Buy	3,530 +434	+14%	+$16.3K	0.01%	200
2022 Q2	$114K	Buy	+3,096	New	+$130K	0.01%	215
2017 Q2	–	Sell	-290	Closed	-$8K	–	183
2017 Q1	$8K	Buy	290 +230	+383%	+$5.97K	﹤0.01%	176
2016 Q4	$1K	Hold	60	–	–	﹤0.01%	252
2016 Q3	$1K	Buy	+60	New	+$1.45K	﹤0.01%	202

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

Valley Wealth Managers's XLB Position: Q3 2026 in Review

Valley Wealth Managers increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 31% in Q3 2026, buying an estimated $7.31K and bringing the position to 606 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Valley Wealth Managers first reported a position in XLB in Q3 2016 and has held it in 21 quarters since. The position peaked at $137K in Q4 2022. 95 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

Valley Wealth Managers held 606 shares of State Street Materials Select Sector SPDR ETF worth $29.5K as of Q3 2026.
Valley Wealth Managers bought 142 State Street Materials Select Sector SPDR ETF shares in Q3 2026, an estimated $7.31K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #243 holding.
Valley Wealth Managers first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2016 and has held it in 21 quarters since.
Valley Wealth Managers's State Street Materials Select Sector SPDR ETF position peaked at $137K in Q4 2022.
95 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.