Creative Financial Designs’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Creative Financial Designs’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	$240K	Buy	4,721 +234	+5%	+$12K	0.01%	568
2026 Q1	$224K	Sell	4,487 -95	-2%	-$4.76K	0.01%	490
2025 Q4	$208K	Sell	4,582 -3,532	-44%	-$156K	0.01%	464
2025 Q3	$364K	Sell	8,114 -728	-8%	-$32.9K	0.02%	370
2025 Q2	$388K	Sell	8,842 -40	-0.5%	-$1.7K	0.03%	348
2025 Q1	$382K	Sell	8,882 -1,486	-14%	-$64.9K	0.03%	325
2024 Q4	$436K	Sell	10,368 -778	-7%	-$36K	0.04%	304
2024 Q3	$537K	Sell	11,146 -1,238	-10%	-$56.5K	0.05%	279
2024 Q2	$547K	Buy	12,384 +4,582	+59%	+$207K	0.05%	266
2024 Q1	$362K	Buy	7,802 +674	+9%	+$29K	0.03%	308
2023 Q4	$305K	Sell	7,128 -2,348	-25%	-$93.9K	0.03%	304
2023 Q3	$372K	Buy	9,476 +1,700	+22%	+$69.8K	0.04%	253
2023 Q2	$322K	Buy	7,776 +1,512	+24%	+$60.1K	0.04%	267
2023 Q1	$253K	Buy	6,264 +3,334	+114%	+$135K	0.03%	291
2022 Q4	$114K	Sell	2,930 -2,448	-46%	-$94K	0.02%	427
2022 Q3	$183K	Buy	5,378 +272	+5%	+$10.2K	0.03%	308
2022 Q2	$188K	Sell	5,106 -36	-0.7%	-$1.51K	0.03%	305
2022 Q1	$227K	Sell	5,142 -46	-0.9%	-$1.96K	0.03%	276
2021 Q4	$235K	Sell	5,188 -254	-5%	-$11K	0.04%	278
2021 Q3	$215K	Buy	5,442 +1,944	+56%	+$80.8K	0.04%	284
2021 Q2	$144K	Buy	3,498 +1,452	+71%	+$61.2K	0.03%	371
2021 Q1	$81K	Buy	2,046 +1,046	+105%	+$39.5K	0.02%	454
2020 Q4	$36K	Buy	+1,000	New	+$34.2K	0.01%	580
2017 Q4	–	Sell	-126	Closed	-$4K	–	795
2017 Q3	$4K	Buy	126 +2	+2%	+$55	﹤0.01%	562
2017 Q2	$3K	Buy	+124	New	+$3.29K	﹤0.01%	606
2017 Q1	–	Sell	-224	Closed	-$6K	–	869
2016 Q4	$6K	Buy	+224	New	+$5.44K	﹤0.01%	461

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

Creative Financial Designs's XLB Position: Q2 2026 in Review

Creative Financial Designs increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 5.2% in Q2 2026, buying an estimated $12K and bringing the position to 4,721 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #568.

Creative Financial Designs first reported a position in XLB in Q4 2016 and has held it in 26 quarters since. The position peaked at $547K in Q2 2024. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Creative Financial Designs held 4,721 shares of State Street Materials Select Sector SPDR ETF worth $240K as of Q2 2026.
Creative Financial Designs bought 234 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $12K.
State Street Materials Select Sector SPDR ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #568 holding.
Creative Financial Designs first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2016 and has held it in 26 quarters since.
Creative Financial Designs's State Street Materials Select Sector SPDR ETF position peaked at $547K in Q2 2024.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.