Focus Financial Network’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Focus Financial Network’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 Q3	$302K	Sell	6,198 -48	-0.8%	-$2.47K	0.01%	622
2026 Q2	$317K	Sell	6,246 -22	-0.4%	-$1.13K	0.01%	602
2026 Q1	$313K	Buy	6,268 +175	+3%	+$8.78K	0.01%	591
2025 Q4	$276K	Buy	6,093 +15	+0.2%	+$663	0.01%	617
2025 Q3	$272K	Buy	6,078 +1,072	+21%	+$48.5K	0.01%	628
2025 Q2	$220K	Buy	5,006 +274	+6%	+$11.6K	0.01%	663
2025 Q1	$203K	Buy	+4,732	New	+$207K	0.01%	662
2024 Q4	–	Sell	-4,622	Closed	-$223K	–	711
2024 Q3	$223K	Buy	4,622 +14	+0.3%	+$638	0.01%	620
2024 Q2	$212K	Buy	4,608 +58	+1%	+$2.62K	0.01%	625
2024 Q1	$203K	Buy	+4,550	New	+$196K	0.01%	602
2022 Q4	–	Sell	-18,436	Closed	-$627K	–	508
2022 Q3	$627K	Sell	18,436 -1,198	-6%	-$45K	0.05%	249
2022 Q2	$723K	Buy	19,634 +3,374	+21%	+$141K	0.06%	243
2022 Q1	$717K	Buy	+16,260	New	+$693K	0.05%	248
2021 Q1	–	Sell	-6,422	Closed	-$232K	–	560
2020 Q4	$232K	Buy	+6,422	New	+$220K	0.02%	398

Other funds holding XLB

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

Focus Financial Network's XLB Position: Q3 2026 in Review

Focus Financial Network reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.77% in Q3 2026, selling an estimated $2.47K and leaving 6,198 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #622.

Focus Financial Network first reported a position in XLB in Q4 2020 and has held it in 14 quarters since. The position peaked at $723K in Q2 2022. 88 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

Focus Financial Network held 6,198 shares of State Street Materials Select Sector SPDR ETF worth $302K as of Q3 2026.
Focus Financial Network sold 48 State Street Materials Select Sector SPDR ETF shares in Q3 2026, an estimated $2.47K.
State Street Materials Select Sector SPDR ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #622 holding.
Focus Financial Network first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and has held it in 14 quarters since.
Focus Financial Network's State Street Materials Select Sector SPDR ETF position peaked at $723K in Q2 2022.
88 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.