Zullo Investment Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Zullo Investment Group’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	$2.19M	Sell	43,136 -2,295	-5%	-$118K	0.75%	34
2026 Q1	$2.27M	Buy	45,431 +1,615	+4%	+$81K	0.86%	26
2025 Q4	$1.99M	Buy	43,816 +1,010	+2%	+$44.6K	0.73%	33
2025 Q3	$1.92M	Buy	42,806 +1,218	+3%	+$55.1K	0.71%	34
2025 Q2	$1.83M	Sell	41,588 -104	-0.2%	-$4.41K	0.74%	35
2025 Q1	$1.79M	Buy	41,692 +360	+0.9%	+$15.7K	0.77%	34
2024 Q4	$1.74M	Sell	41,332 -594	-1%	-$27.5K	0.7%	35
2024 Q3	$2.02M	Buy	41,926 +684	+2%	+$31.2K	0.84%	28
2024 Q2	$1.82M	Buy	41,242 +1,402	+4%	+$63.4K	0.8%	32
2024 Q1	$1.85M	Buy	39,840 +1,270	+3%	+$54.6K	0.87%	29
2023 Q4	$1.65M	Buy	38,570 +654	+2%	+$26.1K	0.85%	30
2023 Q3	$1.49M	Buy	37,916 +3,254	+9%	+$134K	0.87%	32
2023 Q2	$1.44M	Buy	34,662 +648	+2%	+$25.8K	0.82%	32
2023 Q1	$1.37M	Buy	34,014 +832	+3%	+$33.7K	0.85%	32
2022 Q4	$1.29M	Buy	33,182 +1,498	+5%	+$57.5K	0.79%	32
2022 Q3	$1.08M	Buy	31,684 +3,926	+14%	+$148K	0.7%	36
2022 Q2	$1.02M	Buy	27,758 +2,458	+10%	+$103K	0.64%	37
2022 Q1	$1.11M	Buy	25,300 +2,730	+12%	+$116K	0.58%	37
2021 Q4	$1.02M	Buy	+22,570	New	+$975K	0.53%	42

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

Zullo Investment Group's XLB Position: Q2 2026 in Review

Zullo Investment Group reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 5.1% in Q2 2026, selling an estimated $118K and leaving 43,136 shares worth $2.19M. The position accounts for 0.75% of the portfolio, ranked #34.

Zullo Investment Group first reported a position in XLB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.27M in Q1 2026. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Zullo Investment Group held 43,136 shares of State Street Materials Select Sector SPDR ETF worth $2.19M as of Q2 2026.
Zullo Investment Group sold 2,295 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $118K.
State Street Materials Select Sector SPDR ETF made up 0.75% of Zullo Investment Group's portfolio in Q2 2026, its #34 holding.
Zullo Investment Group first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Zullo Investment Group's State Street Materials Select Sector SPDR ETF position peaked at $2.27M in Q1 2026.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.