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

WESPAC 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	$251K	Sell	4,935 -9,883	-67%	-$507K	0.12%	163
2026 Q1	$740K	Buy	+14,818	New	+$743K	0.41%	81
2024 Q3	–	Sell	-8,552	Closed	-$378K	–	169
2024 Q2	$378K	Buy	+8,552	New	+$387K	0.3%	109
2020 Q1	–	Sell	-75,802	Closed	-$2.33M	–	93
2019 Q4	$2.33M	Buy	+75,802	New	+$2.24M	2.28%	5
2016 Q4	–	Sell	-54,912	Closed	-$1.31M	–	141
2016 Q3	$1.31M	Buy	+54,912	New	+$1.32M	1.48%	26

Other funds holding XLB

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WESPAC Advisors's XLB Position: Q2 2026 in Review

WESPAC Advisors reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 67% in Q2 2026, selling an estimated $507K and leaving 4,935 shares worth $251K. The position accounts for 0.12% of the portfolio, ranked #163.

WESPAC Advisors first reported a position in XLB in Q3 2016 and has held it in 5 quarters since. The position peaked at $2.33M in Q4 2019. 620 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

WESPAC Advisors held 4,935 shares of State Street Materials Select Sector SPDR ETF worth $251K as of Q2 2026.
WESPAC Advisors sold 9,883 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $507K.
State Street Materials Select Sector SPDR ETF made up 0.12% of WESPAC Advisors's portfolio in Q2 2026, its #163 holding.
WESPAC Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2016 and has held it in 5 quarters since.
WESPAC Advisors's State Street Materials Select Sector SPDR ETF position peaked at $2.33M in Q4 2019.
620 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.