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

Westover Capital 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	$286K	Hold	5,630	–	–	0.05%	201
2026 Q1	$281K	Hold	5,630	–	–	0.05%	201
2025 Q4	$255K	Hold	5,630	–	–	0.05%	208
2025 Q3	$252K	Hold	5,630	–	–	0.05%	200
2025 Q2	$247K	Hold	5,630	–	–	0.05%	201
2025 Q1	$242K	Hold	5,630	–	–	0.05%	211
2024 Q4	$237K	Hold	5,630	–	–	0.05%	211
2024 Q3	$271K	Buy	+5,630	New	+$257K	0.05%	208
2022 Q4	–	Sell	-11,032	Closed	-$375K	–	167
2022 Q3	$375K	Sell	11,032 -168	-2%	-$6.32K	0.14%	107
2022 Q2	$412K	Buy	11,200 +2,800	+33%	+$117K	0.15%	105
2022 Q1	$370K	Buy	+8,400	New	+$358K	0.12%	122

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

Westover Capital Advisors's XLB Position: Q2 2026 in Review

Westover Capital Advisors held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 5,630 shares worth $286K. The position accounts for 0.05% of the portfolio, ranked #201.

Westover Capital Advisors first reported a position in XLB in Q1 2022 and has held it in 11 quarters since. The position peaked at $412K in Q2 2022. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Westover Capital Advisors held 5,630 shares of State Street Materials Select Sector SPDR ETF worth $286K as of Q2 2026.
Westover Capital Advisors left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.05% of Westover Capital Advisors's portfolio in Q2 2026, its #201 holding.
Westover Capital Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2022 and has held it in 11 quarters since.
Westover Capital Advisors's State Street Materials Select Sector SPDR ETF position peaked at $412K in Q2 2022.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.