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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.66M Buy
+54,656
New +$2.81M 1.43% 28
2026
Q2
– Sell
-44,738
Closed -$2.24M – 86
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

CFC Planning Company's XLB Position: Q3 2026 in Review

CFC Planning Company opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q3 2026: 54,656 shares worth $2.66M. The stake represents 1.43% of the portfolio and ranks #28 among its holdings. This is a return to the name: CFC Planning Company previously reported a position in XLB as recently as Q1 2026.

CFC Planning Company first reported a position in XLB in Q3 2025 and has held it in 4 quarters since. 509 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

  • CFC Planning Company held 54,656 shares of State Street Materials Select Sector SPDR ETF worth $2.66M as of Q3 2026.
  • State Street Materials Select Sector SPDR ETF was a new CFC Planning Company position in Q3 2026.
  • State Street Materials Select Sector SPDR ETF made up 1.43% of CFC Planning Company's portfolio in Q3 2026, its #28 holding.
  • CFC Planning Company first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • 509 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

Based on CFC Planning Company's 13F filing for Q3 2026, filed 28 Oct 2026.