Financial Engines Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Financial Engines Advisors’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	$1.13M	Buy	22,134 +11	+0%	+$564	﹤0.01%	304
2026 Q1	$1.11M	Buy	22,123 +1,086	+5%	+$54.5K	﹤0.01%	291
2025 Q4	$954K	Buy	21,037 +497	+2%	+$22K	﹤0.01%	318
2025 Q3	$920K	Buy	20,540 +148	+0.7%	+$6.69K	﹤0.01%	315
2025 Q2	$895K	Buy	20,392 +2,764	+16%	+$117K	﹤0.01%	306
2025 Q1	$758K	Sell	17,628 -270	-2%	-$11.8K	﹤0.01%	287
2024 Q4	$753K	Buy	17,898 +724	+4%	+$33.5K	﹤0.01%	288
2024 Q3	$828K	Buy	17,174 +508	+3%	+$23.2K	﹤0.01%	244
2024 Q2	$736K	Sell	16,666 -14	-0.1%	-$633	﹤0.01%	228
2024 Q1	$775K	Sell	16,680 -1,794	-10%	-$77.2K	﹤0.01%	215
2023 Q4	$790K	Buy	18,474 +2,626	+17%	+$105K	﹤0.01%	197
2023 Q3	$622K	Sell	15,848 -572	-3%	-$23.5K	﹤0.01%	189
2023 Q2	$680K	Sell	16,420 -368	-2%	-$14.6K	﹤0.01%	188
2023 Q1	$677K	Sell	16,788 -1,280	-7%	-$51.8K	﹤0.01%	197
2022 Q4	$702K	Sell	18,068 -178	-1%	-$6.84K	﹤0.01%	195
2022 Q3	$620K	Sell	18,246 -3,146	-15%	-$118K	﹤0.01%	188
2022 Q2	$787K	Sell	21,392 -44	-0.2%	-$1.84K	﹤0.01%	174
2022 Q1	$945K	Buy	21,436 +1,986	+10%	+$84.7K	﹤0.01%	169
2021 Q4	$881K	Buy	19,450 +108	+0.6%	+$4.66K	﹤0.01%	128
2021 Q3	$765K	Sell	19,342 -426	-2%	-$17.7K	﹤0.01%	131
2021 Q2	$814K	Sell	19,768 -2,728	-12%	-$115K	﹤0.01%	113
2021 Q1	$886K	Buy	22,496 +432	+2%	+$16.3K	﹤0.01%	123
2020 Q4	$799K	Sell	22,064 -258	-1%	-$8.83K	﹤0.01%	129
2020 Q3	$710K	Buy	22,322 +1,192	+6%	+$37K	﹤0.01%	132
2020 Q2	$595K	Sell	21,130 -68,138	-76%	-$1.79M	﹤0.01%	126
2020 Q1	$2.01M	Buy	89,268 +69,100	+343%	+$1.9M	0.01%	80
2019 Q4	$619K	Buy	+20,168	New	+$596K	﹤0.01%	107
2018 Q2	–	Sell	-586	Closed	-$17K	–	160
2018 Q1	$17K	Buy	+586	New	+$17.8K	﹤0.01%	85

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 22.9% 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

Financial Engines Advisors's XLB Position: Q2 2026 in Review

Financial Engines Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.05% in Q2 2026, buying an estimated $564 and bringing the position to 22,134 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Financial Engines Advisors first reported a position in XLB in Q1 2018 and has held it in 28 quarters since. The position peaked at $2.01M in Q1 2020. 932 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Financial Engines Advisors held 22,134 shares of State Street Materials Select Sector SPDR ETF worth $1.13M as of Q2 2026.
Financial Engines Advisors bought 11 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $564.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #304 holding.
Financial Engines Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2018 and has held it in 28 quarters since.
Financial Engines Advisors's State Street Materials Select Sector SPDR ETF position peaked at $2.01M in Q1 2020.
932 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.