HWA
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HHM Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

HHM Wealth Advisors’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 		$610 Buy
12
+2
+20% +$103 ﹤0.01% 851
2026
Q1 		$500 Buy
+10
New +$502 ﹤0.01% 846

Other funds holding XLB

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

HHM Wealth Advisors's XLB Position: Q2 2026 in Review

HHM Wealth Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 20% in Q2 2026, buying an estimated $103 and bringing the position to 12 shares worth $610. The position accounts for ﹤0.01% of the portfolio, ranked #851.

HHM Wealth Advisors first reported a position in XLB in Q1 2026 and has held it in 2 quarters since. 271 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

  • HHM Wealth Advisors held 12 shares of State Street Materials Select Sector SPDR ETF worth $610 as of Q2 2026.
  • HHM Wealth Advisors bought 2 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $103.
  • State Street Materials Select Sector SPDR ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #851 holding.
  • HHM Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 271 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.