Founders Financial Alliance’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Founders Financial Alliance’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	$190K	Buy	3,731 +1	+0%	+$51	0.03%	440
2026 Q1	$186K	Buy	3,730 +2,808	+305%	+$141K	0.03%	394
2025 Q4	$41.8K	Sell	922 -2,708	-75%	-$120K	0.01%	443
2025 Q3	$163K	Buy	3,630 +2,730	+303%	+$123K	0.03%	394
2025 Q2	$39.5K	Sell	900 -2,708	-75%	-$115K	0.01%	401
2025 Q1	$155K	Buy	3,608 +2,708	+301%	+$118K	0.04%	358
2024 Q4	$37.9K	Hold	900	–	–	0.01%	406
2024 Q3	$43.4K	Hold	900	–	–	0.01%	404
2024 Q2	$39.7K	Hold	900	–	–	0.01%	393
2024 Q1	$41.8K	Buy	900 +44	+5%	+$1.89K	0.01%	395
2023 Q4	$36.6K	Buy	856 +50	+6%	+$2K	0.01%	362
2023 Q3	$31.7K	Sell	806 -204	-20%	-$8.38K	0.01%	350
2023 Q2	$41.9K	Buy	1,010 +254	+34%	+$10.1K	0.02%	357
2023 Q1	$30.5K	Hold	756	–	–	0.02%	346
2022 Q4	$29.4K	Hold	756	–	–	0.01%	373
2022 Q3	$26K	Sell	756 -24	-3%	-$902	0.01%	371
2022 Q2	$29K	Hold	780	–	–	0.01%	383
2022 Q1	$34K	Sell	780 -698	-47%	-$29.8K	0.02%	345
2021 Q4	$67K	Buy	1,478 +50	+4%	+$2.16K	0.03%	337
2021 Q3	$56K	Buy	1,428 +648	+83%	+$26.9K	0.03%	325
2021 Q2	$32K	Hold	780	–	–	0.01%	371
2021 Q1	$35K	Sell	780 -874	-53%	-$33K	0.02%	354
2020 Q4	$60K	Buy	1,654 +846	+105%	+$29K	0.03%	281
2020 Q3	$25K	Buy	+808	New	+$25.1K	0.01%	526

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 22.96% 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

Founders Financial Alliance's XLB Position: Q2 2026 in Review

Founders Financial Alliance increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.03% in Q2 2026, buying an estimated $51 and bringing the position to 3,731 shares worth $190K. The position accounts for 0.03% of the portfolio, ranked #440.

Founders Financial Alliance first reported a position in XLB in Q3 2020 and has held it in 24 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Founders Financial Alliance held 3,731 shares of State Street Materials Select Sector SPDR ETF worth $190K as of Q2 2026.
Founders Financial Alliance bought 1 State Street Materials Select Sector SPDR ETF share in Q2 2026, an estimated $51.
State Street Materials Select Sector SPDR ETF made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #440 holding.
Founders Financial Alliance first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.