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

WBH Advisory’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	$2.94M	Buy	57,757 +3,260	+6%	+$167K	0.2%	96
2026 Q1	$2.75M	Buy	54,497 +122	+0.2%	+$6.12K	0.21%	96
2025 Q4	$2.47M	Buy	54,375 +1,081	+2%	+$47.8K	0.18%	96
2025 Q3	$2.39M	Sell	53,294 -844	-2%	-$38.2K	0.18%	96
2025 Q2	$2.38M	Hold	54,138	–	–	0.2%	89
2025 Q1	$2.33M	Sell	54,138 -1,374	-2%	-$60K	0.22%	79
2024 Q4	$2.34M	Sell	55,512 -1,808	-3%	-$83.7K	0.22%	79
2024 Q3	$2.76M	Sell	57,320 -542	-0.9%	-$24.7K	0.26%	72
2024 Q2	$2.55M	Buy	57,862 +2	+0%	+$90	0.26%	72
2024 Q1	$2.69M	Buy	57,860 +1,764	+3%	+$75.9K	0.28%	72
2023 Q4	$2.4M	Sell	56,096 -5,696	-9%	-$228K	0.27%	72
2023 Q3	$2.43M	Buy	61,792 +7,928	+15%	+$326K	0.3%	71
2023 Q2	$2.23M	Sell	53,864 -12,566	-19%	-$500K	0.26%	82
2023 Q1	$2.68M	Buy	+66,430	New	+$2.69M	0.33%	72
2022 Q3	$1.77M	Sell	52,058 -24,274	-32%	-$913K	0.26%	85
2022 Q2	$2.78M	Sell	76,332 -5,146	-6%	-$215K	0.37%	61
2022 Q1	$3.54M	Buy	81,478 +414	+0.5%	+$17.7K	0.43%	57
2021 Q4	$3.67M	Buy	81,064 +10,182	+14%	+$440K	0.42%	58
2021 Q3	$2.8M	Buy	70,882 +28,738	+68%	+$1.19M	0.38%	58
2021 Q2	$1.74M	Buy	42,144 +1,684	+4%	+$70.9K	0.25%	81
2021 Q1	$1.59M	Buy	40,460 +154	+0.4%	+$5.81K	0.26%	86
2020 Q4	$1.53M	Buy	40,306 +1,808	+5%	+$61.9K	0.26%	84
2020 Q3	$1.23M	Buy	38,498 +3,692	+11%	+$115K	0.25%	88
2020 Q2	$980K	Buy	34,806 +3,624	+12%	+$95.4K	0.24%	99
2020 Q1	$702K	Sell	31,182 -1,274	-4%	-$35K	0.16%	108
2019 Q4	$996K	Buy	32,456 +1,496	+5%	+$44.2K	0.2%	107
2019 Q3	$900K	Buy	30,960 +4,048	+15%	+$117K	0.2%	111
2019 Q2	$787K	Sell	26,912 -174	-0.6%	-$4.91K	0.18%	117
2019 Q1	$751K	Buy	27,086 +1,374	+5%	+$37K	0.18%	114
2018 Q4	$649K	Sell	25,712 -1,426	-5%	-$38K	0.16%	117
2018 Q3	$786K	Buy	27,138 +272	+1%	+$8.02K	0.19%	110
2018 Q2	$780K	Sell	26,866 -148	-0.5%	-$4.34K	0.2%	111
2018 Q1	$769K	Buy	27,014 +448	+2%	+$13.6K	0.21%	105
2017 Q4	$804K	Buy	26,566 +310	+1%	+$9.12K	0.21%	107
2017 Q3	$745K	Sell	26,256 -576	-2%	-$15.9K	0.21%	107
2017 Q2	$721K	Buy	26,832 +3,012	+13%	+$80K	0.2%	105
2017 Q1	$624K	Buy	23,820 +6,418	+37%	+$167K	0.19%	116
2016 Q4	$432K	Buy	17,402 +216	+1%	+$5.24K	0.14%	145
2016 Q3	$410K	Buy	17,186 +5,022	+41%	+$121K	0.14%	146
2016 Q2	$281K	Sell	12,164 -1,464	-11%	-$34.1K	0.11%	156
2016 Q1	$305K	Buy	13,628 +2,856	+27%	+$59.1K	0.1%	151
2015 Q4	$233K	Buy	+10,772	New	+$239K	0.08%	177

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

WBH Advisory's XLB Position: Q2 2026 in Review

WBH Advisory increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 6% in Q2 2026, buying an estimated $167K and bringing the position to 57,757 shares worth $2.94M. The position accounts for 0.2% of the portfolio, ranked #96.

WBH Advisory first reported a position in XLB in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.67M in Q4 2021. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

WBH Advisory held 57,757 shares of State Street Materials Select Sector SPDR ETF worth $2.94M as of Q2 2026.
WBH Advisory bought 3,260 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $167K.
State Street Materials Select Sector SPDR ETF made up 0.2% of WBH Advisory's portfolio in Q2 2026, its #96 holding.
WBH Advisory first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2015 and has held it in 42 quarters since.
WBH Advisory's State Street Materials Select Sector SPDR ETF position peaked at $3.67M in Q4 2021.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.