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 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 $1.37T 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

Financial Engines Advisors's XLB Position: Q1 2026 in Review

Financial Engines Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 5.2% in Q1 2026, buying an estimated $54.5K and bringing the position to 22,123 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Financial Engines Advisors first reported a position in XLB in Q1 2018 and has held it in 27 quarters since. The position peaked at $2.01M in Q1 2020. 898 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Financial Engines Advisors held 22,123 shares of State Street Materials Select Sector SPDR ETF worth $1.11M as of Q1 2026.
Financial Engines Advisors bought 1,086 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $54.5K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #291 holding.
Financial Engines Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2018 and has held it in 27 quarters since.
Financial Engines Advisors's State Street Materials Select Sector SPDR ETF position peaked at $2.01M in Q1 2020.
898 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.