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

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

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

FMI

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 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. 328 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.
328 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.