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

Waverly 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	$3.74M	Buy	73,539 +27,668	+60%	+$1.42M	0.02%	527
2026 Q1	$2.29M	Buy	45,871 +7,706	+20%	+$387K	0.02%	616
2025 Q4	$1.73M	Buy	38,165 +12,897	+51%	+$570K	0.01%	622
2025 Q3	$1.13M	Buy	25,268 +10,758	+74%	+$486K	0.01%	609
2025 Q2	$637K	Buy	14,510 +828	+6%	+$35.1K	0.01%	740
2025 Q1	$588K	Buy	+13,682	New	+$598K	0.01%	731
2013 Q4	–	Sell	-676	Closed	-$14K	–	849
2013 Q3	$14K	Buy	+676	New	+$13.8K	0.01%	407

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

Waverly Advisors's XLB Position: Q2 2026 in Review

Waverly Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 60% in Q2 2026, buying an estimated $1.42M and bringing the position to 73,539 shares worth $3.74M. The position accounts for 0.02% of the portfolio, ranked #527.

Waverly Advisors first reported a position in XLB in Q3 2013 and has held it in 7 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Waverly Advisors held 73,539 shares of State Street Materials Select Sector SPDR ETF worth $3.74M as of Q2 2026.
Waverly Advisors bought 27,668 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $1.42M.
State Street Materials Select Sector SPDR ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #527 holding.
Waverly Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2013 and has held it in 7 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

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