H&H Retirement Design & Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

H&H Retirement Design & Management’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	$5.95M	Buy	115,018 +3,359	+3%	+$172K	2.7%	13
2026 Q1	$5.73M	Sell	111,659 -2,854	-2%	-$143K	2.69%	13
2025 Q4	$5.69M	Buy	114,513 +7,009	+7%	+$310K	2.89%	13
2025 Q3	$4.66M	Sell	107,504 -1,786	-2%	-$80.8K	2.47%	14
2025 Q2	$4.96M	Buy	109,290 +9,008	+9%	+$382K	2.72%	12
2025 Q1	$3.99M	Buy	100,282 +406	+0.4%	+$17.7K	2.65%	12
2024 Q4	$4.4M	Buy	99,876 +2,116	+2%	+$98K	2.67%	12
2024 Q3	$4.71M	Buy	97,760 +4,402	+5%	+$201K	2.78%	12
2024 Q2	$4.22M	Buy	93,358 +1,660	+2%	+$75K	2.61%	12
2024 Q1	$4.08M	Sell	91,698 -11,066	-11%	-$476K	2.7%	13
2023 Q4	$4.26M	Buy	102,764 +1,470	+1%	+$58.8K	2.69%	12
2023 Q3	$3.93M	Sell	101,294 -288	-0.3%	-$11.8K	2.72%	13
2023 Q2	$4.25M	Sell	101,582 -982	-1%	-$39K	2.82%	12
2023 Q1	$4.18M	Buy	+102,564	New	+$4.15M	2.66%	13
2022 Q3	–	Sell	-5,348	Closed	-$207K	–	73
2022 Q2	$207K	Buy	+5,348	New	+$224K	0.15%	71

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

H&H Retirement Design & Management's XLB Position: Q2 2026 in Review

H&H Retirement Design & Management increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 3% in Q2 2026, buying an estimated $172K and bringing the position to 115,018 shares worth $5.95M. The position accounts for 2.7% of the portfolio, ranked #13.

H&H Retirement Design & Management first reported a position in XLB in Q2 2022 and has held it in 15 quarters since. 924 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

H&H Retirement Design & Management held 115,018 shares of State Street Materials Select Sector SPDR ETF worth $5.95M as of Q2 2026.
H&H Retirement Design & Management bought 3,359 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $172K.
State Street Materials Select Sector SPDR ETF made up 2.7% of H&H Retirement Design & Management's portfolio in Q2 2026, its #13 holding.
H&H Retirement Design & Management first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2022 and has held it in 15 quarters since.
924 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.