Vickerman Investment Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Vickerman Investment 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 Q2	$232K	Sell	4,556 -252	-5%	-$12.9K	0.05%	97
2026 Q1	$240K	Sell	4,808 -168	-3%	-$8.43K	0.05%	90
2025 Q4	$226K	Sell	4,976 -406	-8%	-$17.9K	0.05%	88
2025 Q3	$241K	Sell	5,382 -156	-3%	-$7.05K	0.05%	79
2025 Q2	$243K	Sell	5,538 -324	-6%	-$13.7K	0.05%	75
2025 Q1	$252K	Sell	5,862 -64	-1%	-$2.8K	0.06%	78
2024 Q4	$249K	Hold	5,926	–	–	0.07%	64
2024 Q3	$286K	Sell	5,926 -50	-0.8%	-$2.28K	0.08%	61
2024 Q2	$264K	Hold	5,976	–	–	0.08%	61
2024 Q1	$278K	Hold	5,976	–	–	0.09%	61
2023 Q4	$256K	Buy	5,976 +84	+1%	+$3.36K	0.09%	62
2023 Q3	$231K	Sell	5,892 -34	-0.6%	-$1.4K	0.09%	62
2023 Q2	$246K	Sell	5,926 -100	-2%	-$3.98K	0.1%	63
2023 Q1	$243K	Sell	6,026 -20	-0.3%	-$810	0.1%	67
2022 Q4	$235K	Sell	6,046 -14	-0.2%	-$538	0.11%	67
2022 Q3	$206K	Sell	6,060 -212	-3%	-$7.97K	0.1%	66
2022 Q2	$231K	Hold	6,272	–	–	0.11%	69
2022 Q1	$265K	Sell	6,272 -420	-6%	-$17.9K	0.12%	70
2021 Q4	$303K	Sell	6,692 -592	-8%	-$25.6K	0.12%	71
2021 Q3	$288K	Buy	+7,284	New	+$303K	0.12%	75

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vickerman Investment Advisors's XLB Position: Q2 2026 in Review

Vickerman Investment Advisors reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 5.2% in Q2 2026, selling an estimated $12.9K and leaving 4,556 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #97.

Vickerman Investment Advisors first reported a position in XLB in Q3 2021 and has held it in 20 quarters since. The position peaked at $303K in Q4 2021. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Vickerman Investment Advisors held 4,556 shares of State Street Materials Select Sector SPDR ETF worth $232K as of Q2 2026.
Vickerman Investment Advisors sold 252 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $12.9K.
State Street Materials Select Sector SPDR ETF made up 0.05% of Vickerman Investment Advisors's portfolio in Q2 2026, its #97 holding.
Vickerman Investment Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
Vickerman Investment Advisors's State Street Materials Select Sector SPDR ETF position peaked at $303K in Q4 2021.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.