CFC Planning Company’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

CFC Planning Company’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 Q1	$2.24M	Sell	44,738 -8,148	-15%	-$409K	1.6%	24
2025 Q4	$2.4M	Sell	52,886 -4,456	-8%	-$197K	1.82%	24
2025 Q3	$2.57M	Buy	+57,342	New	+$2.59M	2.11%	19

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CFC Planning Company's XLB Position: Q1 2026 in Review

CFC Planning Company reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 15% in Q1 2026, selling an estimated $409K and leaving 44,738 shares worth $2.24M. The position accounts for 1.6% of the portfolio, ranked #24.

CFC Planning Company first reported a position in XLB in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.57M in Q3 2025. 899 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

CFC Planning Company held 44,738 shares of State Street Materials Select Sector SPDR ETF worth $2.24M as of Q1 2026.
CFC Planning Company sold 8,148 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $409K.
State Street Materials Select Sector SPDR ETF made up 1.6% of CFC Planning Company's portfolio in Q1 2026, its #24 holding.
CFC Planning Company first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
CFC Planning Company's State Street Materials Select Sector SPDR ETF position peaked at $2.57M in Q3 2025.
899 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.