Center for Financial Planning’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Center for Financial Planning’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	$7.83K	Hold	154	–	–	﹤0.01%	522
2026 Q1	$7.7K	Hold	154	–	–	﹤0.01%	517
2025 Q4	$6.98K	Hold	154	–	–	﹤0.01%	528
2025 Q3	$6.9K	Hold	154	–	–	﹤0.01%	521
2025 Q2	$6.76K	Hold	154	–	–	﹤0.01%	494
2025 Q1	$6.62K	Hold	154	–	–	﹤0.01%	511
2024 Q4	$6.48K	Hold	154	–	–	﹤0.01%	465
2024 Q3	$7.42K	Hold	154	–	–	﹤0.01%	431
2024 Q2	$6.8K	Hold	154	–	–	﹤0.01%	431
2024 Q1	$7.15K	Hold	154	–	–	﹤0.01%	442
2023 Q4	$6.59K	Hold	154	–	–	﹤0.01%	410
2023 Q3	$6.05K	Hold	154	–	–	﹤0.01%	405
2023 Q2	$6.38K	Hold	154	–	–	﹤0.01%	431
2023 Q1	$6.21K	Buy	+154	New	+$6.24K	﹤0.01%	401

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

Center for Financial Planning's XLB Position: Q2 2026 in Review

Center for Financial Planning held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 154 shares worth $7.83K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Center for Financial Planning first reported a position in XLB in Q1 2023 and has held it in 14 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Center for Financial Planning held 154 shares of State Street Materials Select Sector SPDR ETF worth $7.83K as of Q2 2026.
Center for Financial Planning left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #522 holding.
Center for Financial Planning first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.