Visionary Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Visionary 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 Q2	$217K	Buy	4,260 +4	+0.1%	+$205	0.01%	631
2026 Q1	$213K	Buy	+4,256	New	+$213K	0.01%	603
2025 Q4	–	Sell	-4,682	Closed	-$210K	–	635
2025 Q3	$210K	Sell	4,682 -46	-1%	-$2.08K	0.01%	572
2025 Q2	$208K	Buy	+4,728	New	+$200K	0.01%	550
2024 Q4	–	Sell	-5,316	Closed	-$256K	–	567
2024 Q3	$256K	Sell	5,316 -278	-5%	-$12.7K	0.02%	475
2024 Q2	$247K	Buy	5,594 +540	+11%	+$24.4K	0.02%	448
2024 Q1	$235K	Sell	5,054 -4,978	-50%	-$214K	0.02%	448
2023 Q4	$429K	Sell	10,032 -4,964	-33%	-$198K	0.03%	339
2023 Q3	$589K	Sell	14,996 -92	-0.6%	-$3.78K	0.05%	273
2023 Q2	$625K	Buy	15,088 +3,704	+33%	+$147K	0.05%	261
2023 Q1	$459K	Buy	+11,384	New	+$461K	0.04%	293
2022 Q2	–	Sell	-12,410	Closed	-$547K	–	480
2022 Q1	$547K	Sell	12,410 -6,146	-33%	-$262K	0.04%	239
2021 Q4	$841K	Buy	18,556 +10,724	+137%	+$463K	0.07%	177
2021 Q3	$310K	Buy	7,832 +520	+7%	+$21.6K	0.03%	247
2021 Q2	$301K	Buy	7,312 +200	+3%	+$8.43K	0.03%	267
2021 Q1	$280K	Sell	7,112 -236	-3%	-$8.9K	0.03%	266
2020 Q4	$266K	Buy	+7,348	New	+$252K	0.03%	249

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

Visionary Wealth Advisors's XLB Position: Q2 2026 in Review

Visionary Wealth Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.09% in Q2 2026, buying an estimated $205 and bringing the position to 4,260 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #631.

Visionary Wealth Advisors first reported a position in XLB in Q4 2020 and has held it in 17 quarters since. The position peaked at $841K in Q4 2021. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Visionary Wealth Advisors held 4,260 shares of State Street Materials Select Sector SPDR ETF worth $217K as of Q2 2026.
Visionary Wealth Advisors bought 4 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $205.
State Street Materials Select Sector SPDR ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #631 holding.
Visionary Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and has held it in 17 quarters since.
Visionary Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $841K in Q4 2021.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.