Windsor Capital Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Windsor Capital Management’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 Q3	$525K	Buy	10,783 +68	+0.6%	+$3.5K	0.14%	82
2026 Q2	$545K	Sell	10,715 -93	-0.9%	-$4.77K	0.14%	83
2026 Q1	$540K	Sell	10,808 -510	-5%	-$25.6K	0.15%	80
2025 Q4	$513K	Sell	11,318 -404	-3%	-$17.9K	0.14%	87
2025 Q3	$525K	Buy	11,722 +144	+1%	+$6.51K	0.15%	86
2025 Q2	$508K	Buy	11,578 +340	+3%	+$14.4K	0.15%	85
2025 Q1	$483K	Buy	11,238 +394	+4%	+$17.2K	0.15%	86
2024 Q4	$456K	Sell	10,844 -66	-0.6%	-$3.06K	0.14%	90
2024 Q3	$526K	Buy	10,910 +4	+0%	+$182	0.15%	84
2024 Q2	$482K	Sell	10,906 -2,298	-17%	-$104K	0.15%	84
2024 Q1	$613K	Hold	13,204	–	–	0.19%	73
2023 Q4	$565K	Buy	13,204 +76	+0.6%	+$3.04K	0.18%	75
2023 Q3	$516K	Sell	13,128 -106	-0.8%	-$4.35K	0.18%	75
2023 Q2	$548K	Buy	13,234 +110	+0.8%	+$4.37K	0.18%	77
2023 Q1	$529K	Sell	13,124 -84	-0.6%	-$3.4K	0.18%	73
2022 Q4	$513K	Buy	13,208 +28	+0.2%	+$1.07K	0.19%	72
2022 Q3	$448K	Buy	13,180 +186	+1%	+$6.99K	0.17%	75
2022 Q2	$478K	Sell	12,994 -80	-0.6%	-$3.35K	0.17%	79
2022 Q1	$576K	Sell	13,074 -284	-2%	-$12.1K	0.18%	78
2021 Q4	$605K	Buy	13,358 +420	+3%	+$18.1K	0.18%	79
2021 Q3	$511K	Sell	12,938 -194	-1%	-$8.07K	0.16%	82
2021 Q2	$540K	Sell	13,132 -1,444	-10%	-$60.8K	0.18%	82
2021 Q1	$574K	Sell	14,576 -2,676	-16%	-$101K	0.2%	80
2020 Q4	$624K	Sell	17,252 -24	-0.1%	-$822	0.23%	74
2020 Q3	$549K	Buy	17,276 +38	+0.2%	+$1.18K	0.23%	76
2020 Q2	$485K	Sell	17,238 -196	-1%	-$5.16K	0.21%	79
2020 Q1	$392K	Sell	17,434 -1,216	-7%	-$33.4K	0.2%	81
2019 Q4	$572K	Sell	18,650 -68	-0.4%	-$2.01K	0.24%	78
2019 Q3	$544K	Buy	18,718 +1,102	+6%	+$31.8K	0.24%	78
2019 Q2	$515K	Buy	17,616 +152	+0.9%	+$4.29K	0.24%	80
2019 Q1	$484K	Buy	17,464 +122	+0.7%	+$3.29K	0.23%	83
2018 Q4	$438K	Buy	17,342 +48	+0.3%	+$1.28K	0.23%	83
2018 Q3	$500K	Buy	17,294 +4	+0%	+$118	0.23%	82
2018 Q2	$501K	Buy	17,290 +538	+3%	+$15.8K	0.23%	82
2018 Q1	$476K	Sell	16,752 -5,350	-24%	-$162K	0.22%	84
2017 Q4	$668K	Sell	22,102 -894	-4%	-$26.3K	0.31%	68
2017 Q3	$618K	Hold	22,996	–	–	0.31%	69
2017 Q2	$618K	Buy	22,996 +60	+0.3%	+$1.59K	0.31%	70
2017 Q1	$601K	Sell	22,936 -894	-4%	-$23.2K	0.31%	67
2016 Q4	$592K	Sell	23,830 -512	-2%	-$12.4K	0.32%	67
2016 Q3	$581K	Sell	24,342 -2,344	-9%	-$56.5K	0.32%	67
2016 Q2	$618K	Sell	26,686 -3,304	-11%	-$76.9K	0.36%	63
2016 Q1	$671K	Sell	29,990 -796	-3%	-$16.5K	0.42%	58
2015 Q4	$668K	Sell	30,786 -298	-1%	-$6.62K	0.42%	57
2015 Q3	$620K	Sell	31,084 -44	-0.1%	-$979	0.37%	57
2015 Q2	$753K	Buy	31,128 +678	+2%	+$17K	0.44%	52
2015 Q1	$743K	Sell	30,450 -6,254	-17%	-$155K	0.43%	51
2014 Q4	$892K	Sell	36,704 -274	-0.7%	-$6.62K	0.5%	43
2014 Q3	$917K	Buy	36,978 +42	+0.1%	+$1.05K	0.52%	40
2014 Q2	$917K	Buy	36,936 +1,010	+3%	+$24.4K	0.51%	42
2014 Q1	$849K	Buy	35,926 +1,162	+3%	+$26.7K	0.51%	42
2013 Q4	$803K	Sell	34,764 -2,554	-7%	-$56.1K	0.47%	44
2013 Q3	$784K	Sell	37,318 -6,918	-16%	-$142K	0.45%	43
2013 Q2	$848K	Buy	+44,236	New	+$875K	0.51%	38

Other funds holding XLB

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

Windsor Capital Management's XLB Position: Q3 2026 in Review

Windsor Capital Management increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.63% in Q3 2026, buying an estimated $3.5K and bringing the position to 10,783 shares worth $525K. The position accounts for 0.14% of the portfolio, ranked #82.

Windsor Capital Management first reported a position in XLB in Q2 2013 and has held it in 54 quarters since. The position peaked at $917K in Q3 2014. 84 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

Windsor Capital Management held 10,783 shares of State Street Materials Select Sector SPDR ETF worth $525K as of Q3 2026.
Windsor Capital Management bought 68 State Street Materials Select Sector SPDR ETF shares in Q3 2026, an estimated $3.5K.
State Street Materials Select Sector SPDR ETF made up 0.14% of Windsor Capital Management's portfolio in Q3 2026, its #82 holding.
Windsor Capital Management first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2013 and has held it in 54 quarters since.
Windsor Capital Management's State Street Materials Select Sector SPDR ETF position peaked at $917K in Q3 2014.
84 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

Based on Windsor Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.