Focus Partners Wealth’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Focus Partners Wealth’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	$319K	Buy	+6,000	New	+$308K	﹤0.01%	2232
2025 Q3	–	Sell	-7,600	Closed	-$322K	–	2330
2025 Q2	$322K	Sell	7,600 -2,000	-21%	-$84.8K	﹤0.01%	1646
2025 Q1	$449K	Sell	9,600 -1,800	-16%	-$78.7K	﹤0.01%	1391
2024 Q4	$488K	Hold	11,400	–	–	﹤0.01%	1337
2024 Q3	$500K	Buy	+11,400	New	+$520K	﹤0.01%	1151

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

Focus Partners Wealth's XLB Position: Q2 2026 in Review

Focus Partners Wealth increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 3.1% in Q2 2026, buying an estimated $740K and bringing the position to 487,048 shares worth $24.8M. The position accounts for 0.03% of the portfolio, ranked #459.

Focus Partners Wealth first reported a position in XLB in Q2 2024 and has held it in 9 quarters since. 932 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Focus Partners Wealth held 487,048 shares of State Street Materials Select Sector SPDR ETF worth $24.8M as of Q2 2026.
Focus Partners Wealth bought 14,427 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $740K.
State Street Materials Select Sector SPDR ETF made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #459 holding.
Focus Partners Wealth first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
932 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.