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Financial Life Planners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Financial Life Planners’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 		$55 Hold
1
– – ﹤0.01% 330
2026
Q1 		$54 Buy
+1
New +$50 ﹤0.01% 357
2025
Q4 		– Sell
-2
Closed -$48 – 337
2025
Q3 		$48 Buy
+2
New +$90 ﹤0.01% 354

Other funds holding XLB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Financial Life Planners's XLB Position: Q2 2026 in Review

Financial Life Planners held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 1 share worth $55. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Financial Life Planners first reported a position in XLB in Q3 2025 and has held it in 3 quarters since. 399 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

  • Financial Life Planners held 1 share of State Street Materials Select Sector SPDR ETF worth $55 as of Q2 2026.
  • Financial Life Planners left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #330 holding.
  • Financial Life Planners first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
  • 399 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.