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
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 $1.37T 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

Focus Partners Wealth's XLB Position: Q1 2026 in Review

Focus Partners Wealth reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.03% in Q1 2026, selling an estimated $7.67K and leaving 472,621 shares worth $23.6M. The position accounts for 0.03% of the portfolio, ranked #450.

Focus Partners Wealth first reported a position in XLB in Q2 2024 and has held it in 8 quarters since. 899 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Focus Partners Wealth held 472,621 shares of State Street Materials Select Sector SPDR ETF worth $23.6M as of Q1 2026.
Focus Partners Wealth sold 153 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $7.67K.
State Street Materials Select Sector SPDR ETF made up 0.03% of Focus Partners Wealth's portfolio in Q1 2026, its #450 holding.
Focus Partners Wealth first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
899 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.