BFC Planning, Inc.’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$283K Sell
5,810
-139
-2% -$7.15K 0.01% 812
2026
Q2
$302K Buy
5,949
+95
+2% +$4.87K 0.01% 797
2026
Q1
$293K Buy
5,854
+733
+14% +$36.8K 0.01% 745
2025
Q4
$232K Buy
5,121
+4,747
+1,269% +$210K 0.01% 821
2025
Q3
$16.7K Sell
374
-64
-15% -$2.89K ﹤0.01% 1669
2025
Q2
$19.3K Sell
438
-200
-31% -$8.48K ﹤0.01% 1514
2025
Q1
$27.4K Sell
638
-414
-39% -$18.1K ﹤0.01% 1337
2024
Q4
$44.3K Sell
1,052
-854
-45% -$39.5K ﹤0.01% 1156
2024
Q3
$91.9K Buy
+1,906
New +$86.9K 0.01% 915

Other funds holding XLB

BFC Planning, Inc.'s XLB Position: Q3 2026 in Review

BFC Planning, Inc. reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 2.3% in Q3 2026, selling an estimated $7.15K and leaving 5,810 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #812.

BFC Planning, Inc. first reported a position in XLB in Q3 2024 and has held it in 9 quarters since. The position peaked at $302K in Q2 2026. 802 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

  • BFC Planning, Inc. held 5,810 shares of State Street Materials Select Sector SPDR ETF worth $283K as of Q3 2026.
  • BFC Planning, Inc. sold 139 State Street Materials Select Sector SPDR ETF shares in Q3 2026, an estimated $7.15K.
  • State Street Materials Select Sector SPDR ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #812 holding.
  • BFC Planning, Inc. first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s State Street Materials Select Sector SPDR ETF position peaked at $302K in Q2 2026.
  • 802 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.