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

West Financial 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	$4.13M	Buy	81,267 +4,201	+5%	+$215K	0.63%	22
2026 Q1	$3.85M	Buy	+77,066	New	+$3.87M	0.65%	22
2023 Q2	–	Sell	-41,704	Closed	-$1.68M	–	204
2023 Q1	$1.68M	Buy	+41,704	New	+$1.69M	0.44%	22
2022 Q3	–	Sell	-39,552	Closed	-$1.46M	–	194
2022 Q2	$1.46M	Buy	+39,552	New	+$1.65M	0.42%	24
2022 Q1	–	Sell	-1,196	Closed	-$54K	–	197
2021 Q4	$54K	Hold	1,196	–	–	0.01%	106
2021 Q3	$47K	Hold	1,196	–	–	0.01%	98
2021 Q2	$49K	Buy	+1,196	New	+$50.4K	0.02%	91
2021 Q1	–	Sell	-14,682	Closed	-$531K	–	162
2020 Q4	$531K	Buy	+14,682	New	+$503K	0.19%	26

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

West Financial Advisors's XLB Position: Q2 2026 in Review

West Financial Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 5.5% in Q2 2026, buying an estimated $215K and bringing the position to 81,267 shares worth $4.13M. The position accounts for 0.63% of the portfolio, ranked #22.

West Financial Advisors first reported a position in XLB in Q4 2020 and has held it in 8 quarters since. 930 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

West Financial Advisors held 81,267 shares of State Street Materials Select Sector SPDR ETF worth $4.13M as of Q2 2026.
West Financial Advisors bought 4,201 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $215K.
State Street Materials Select Sector SPDR ETF made up 0.63% of West Financial Advisors's portfolio in Q2 2026, its #22 holding.
West Financial Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and has held it in 8 quarters since.
930 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.