Vista Investment Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Vista Investment Management’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	$899K	Sell	17,682 -174	-1%	-$8.92K	0.27%	99
2026 Q1	$892K	Sell	17,856 -677	-4%	-$34K	0.3%	95
2025 Q4	$840K	Sell	18,533 -5	-0%	-$221	0.28%	95
2025 Q3	$831K	Sell	18,538 -244	-1%	-$11K	0.29%	95
2025 Q2	$825K	Buy	18,782 +266	+1%	+$11.3K	0.31%	96
2025 Q1	$796K	Buy	18,516 +44	+0.2%	+$1.92K	0.31%	96
2024 Q4	$777K	Sell	18,472 -970	-5%	-$44.9K	0.29%	99
2024 Q3	$937K	Sell	19,442 -72	-0.4%	-$3.28K	0.35%	84
2024 Q2	$862K	Buy	19,514 +528	+3%	+$23.9K	0.35%	83
2024 Q1	$882K	Buy	18,986 +184	+1%	+$7.91K	0.36%	81
2023 Q4	$804K	Sell	18,802 -108	-0.6%	-$4.32K	0.37%	86
2023 Q3	$743K	Hold	18,910	–	–	0.39%	86
2023 Q2	$784K	Sell	18,910 -70	-0.4%	-$2.78K	0.4%	81
2023 Q1	$765K	Sell	18,980 -2,000	-10%	-$81K	0.4%	78
2022 Q4	$815K	Buy	20,980 +584	+3%	+$22.4K	0.47%	74
2022 Q3	$694K	Buy	20,396 +1,608	+9%	+$60.5K	0.43%	73
2022 Q2	$691K	Buy	18,788 +734	+4%	+$30.7K	0.42%	77
2022 Q1	$796K	Buy	18,054 +752	+4%	+$32.1K	0.44%	74
2021 Q4	$784K	Sell	17,302 -196	-1%	-$8.46K	0.43%	73
2021 Q3	$692K	Buy	17,498 +18	+0.1%	+$748	0.41%	77
2021 Q2	$719K	Sell	17,480 -194	-1%	-$8.17K	0.42%	73
2021 Q1	$696K	Sell	17,674 -88	-0.5%	-$3.32K	0.43%	76
2020 Q4	$643K	Sell	17,762 -346	-2%	-$11.8K	0.43%	79
2020 Q3	$576K	Sell	18,108 -602	-3%	-$18.7K	0.44%	74
2020 Q2	$527K	Sell	18,710 -306	-2%	-$8.05K	0.45%	76
2020 Q1	$428K	Sell	19,016 -290	-2%	-$7.96K	0.44%	74
2019 Q4	$593K	Buy	19,306 +380	+2%	+$11.2K	0.45%	79
2019 Q3	$551K	Hold	18,926	–	–	0.45%	77
2019 Q2	$554K	Hold	18,926	–	–	0.47%	73
2019 Q1	$525K	Buy	18,926 +6	+0%	+$162	0.46%	78
2018 Q4	$478K	Buy	18,920 +1,350	+8%	+$36K	0.49%	74
2018 Q3	$509K	Sell	17,570 -140	-0.8%	-$4.13K	0.45%	82
2018 Q2	$514K	Sell	17,710 -200	-1%	-$5.86K	0.5%	79
2018 Q1	$510K	Sell	17,910 -250	-1%	-$7.58K	0.53%	75
2017 Q4	$550K	Buy	+18,160	New	+$535K	0.58%	68

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

Vista Investment Management's XLB Position: Q2 2026 in Review

Vista Investment Management reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.97% in Q2 2026, selling an estimated $8.92K and leaving 17,682 shares worth $899K. The position accounts for 0.27% of the portfolio, ranked #99.

Vista Investment Management first reported a position in XLB in Q4 2017 and has held it in 35 quarters since. The position peaked at $937K in Q3 2024. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Vista Investment Management held 17,682 shares of State Street Materials Select Sector SPDR ETF worth $899K as of Q2 2026.
Vista Investment Management sold 174 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $8.92K.
State Street Materials Select Sector SPDR ETF made up 0.27% of Vista Investment Management's portfolio in Q2 2026, its #99 holding.
Vista Investment Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
Vista Investment Management's State Street Materials Select Sector SPDR ETF position peaked at $937K in Q3 2024.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.