VisionPoint Advisory Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

VisionPoint Advisory Group’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	$210K	Buy	+4,311	New	+$222K	0.03%	434
2024 Q3	–	Sell	-232	Closed	-$10.2K	–	794
2024 Q2	$10.2K	Buy	+232	New	+$10.5K	﹤0.01%	491
2022 Q1	–	Sell	-15,130	Closed	-$629K	–	106
2021 Q4	$629K	Buy	15,130 +1,144	+8%	+$49.4K	0.28%	63
2021 Q3	$614K	Sell	13,986 -4,184	-23%	-$174K	0.27%	62
2021 Q2	$748K	Buy	+18,170	New	+$765K	0.33%	63

Other funds holding XLB

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

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

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

VisionPoint Advisory Group's XLB Position: Q3 2026 in Review

VisionPoint Advisory Group opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q3 2026: 4,311 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #434 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in XLB as recently as Q2 2024.

VisionPoint Advisory Group first reported a position in XLB in Q2 2021 and has held it in 5 quarters since. The position peaked at $748K in Q2 2021. 259 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

VisionPoint Advisory Group held 4,311 shares of State Street Materials Select Sector SPDR ETF worth $210K as of Q3 2026.
State Street Materials Select Sector SPDR ETF was a new VisionPoint Advisory Group position in Q3 2026.
State Street Materials Select Sector SPDR ETF made up 0.03% of VisionPoint Advisory Group's portfolio in Q3 2026, its #434 holding.
VisionPoint Advisory Group first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2021 and has held it in 5 quarters since.
VisionPoint Advisory Group's State Street Materials Select Sector SPDR ETF position peaked at $748K in Q2 2021.
259 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.