Wealth Advisors of Tampa Bay’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Wealth Advisors of Tampa Bay’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 Q1	$2.47M	Sell	49,454 -700	-1%	-$35.1K	0.82%	41
2025 Q4	$2.27M	Sell	50,154 -3,030	-6%	-$134K	0.78%	43
2025 Q3	$2.38M	Sell	53,184 -30	-0.1%	-$1.36K	0.79%	46
2025 Q2	$2.34M	Sell	53,214 -1,560	-3%	-$66.1K	0.88%	44
2025 Q1	$2.35M	Buy	54,774 +3,900	+8%	+$170K	0.96%	43
2024 Q4	$2.14M	Buy	50,874 +704	+1%	+$32.6K	0.92%	39
2024 Q3	$2.42M	Sell	50,170 -680	-1%	-$31K	1.01%	38
2024 Q2	$2.25M	Buy	50,850 +500	+1%	+$22.6K	1.05%	37
2024 Q1	$2.34M	Sell	50,350 -540	-1%	-$23.2K	1.11%	37
2023 Q4	$2.18M	Sell	50,890 -47,278	-48%	-$1.89M	1.09%	39
2023 Q3	$3.86M	Buy	98,168 +49,334	+101%	+$2.03M	1.06%	38
2023 Q2	$2.02M	Hold	48,834	–	–	1.11%	36
2023 Q1	$1.97M	Sell	48,834 -380	-0.8%	-$15.4K	1.13%	36
2022 Q4	$1.91M	Sell	49,214 -90	-0.2%	-$3.46K	1.18%	39
2022 Q3	$1.68M	Sell	49,304 -49,304	-50%	-$1.85M	1.15%	38
2022 Q2	$3.63M	Sell	98,608 -180	-0.2%	-$7.53K	1.12%	41
2022 Q1	$4.35M	Buy	98,788 +1,000	+1%	+$42.7K	1.18%	40
2021 Q4	$4.43M	Buy	97,788 +51,364	+111%	+$2.22M	1.09%	43
2021 Q3	$1.84M	Buy	46,424 +1,180	+3%	+$49.1K	1.01%	48
2021 Q2	$1.86M	Sell	45,244 -1,070	-2%	-$45.1K	1.04%	46
2021 Q1	$1.82M	Sell	46,314 -1,806	-4%	-$68.1K	1.08%	45
2020 Q4	$1.74M	Hold	48,120	–	–	1.21%	41
2020 Q3	$1.53M	Buy	48,120 +30	+0.1%	+$932	1.14%	40
2020 Q2	$1.35M	Hold	48,090	–	–	1.13%	40
2020 Q1	$1.08M	Buy	48,090 +2,000	+4%	+$54.9K	1.21%	35
2019 Q4	$1.42M	Sell	46,090 -300	-0.6%	-$8.86K	1.3%	33
2019 Q3	$1.35M	Sell	46,390 -3,100	-6%	-$89.4K	1.12%	40
2019 Q2	$1.45M	Sell	49,490 -170	-0.3%	-$4.8K	1.05%	42
2019 Q1	$1.38M	Sell	49,660 -550	-1%	-$14.8K	1%	40
2018 Q4	$1.27M	Buy	50,210 +700	+1%	+$18.7K	1.03%	37
2018 Q3	$1.44M	Buy	49,510 +1,870	+4%	+$55.2K	1.01%	40
2018 Q2	$1.38M	Buy	47,640 +410	+0.9%	+$12K	1.05%	38
2018 Q1	$1.35M	Buy	47,230 +6,420	+16%	+$195K	0.97%	41
2017 Q4	$1.28M	Buy	+40,810	New	+$1.2M	0.88%	41

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Advisors of Tampa Bay's XLB Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 1.4% in Q1 2026, selling an estimated $35.1K and leaving 49,454 shares worth $2.47M. The position accounts for 0.82% of the portfolio, ranked #41.

Wealth Advisors of Tampa Bay first reported a position in XLB in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.43M in Q4 2021. 900 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Wealth Advisors of Tampa Bay held 49,454 shares of State Street Materials Select Sector SPDR ETF worth $2.47M as of Q1 2026.
Wealth Advisors of Tampa Bay sold 700 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $35.1K.
State Street Materials Select Sector SPDR ETF made up 0.82% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #41 holding.
Wealth Advisors of Tampa Bay first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
Wealth Advisors of Tampa Bay's State Street Materials Select Sector SPDR ETF position peaked at $4.43M in Q4 2021.
900 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.