HFS
XLB icon

Hopwood Financial Services’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Hopwood Financial Services’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 		$326K Sell
6,416
-70
-1% -$3.59K 0.19% 61
2026
Q1 		$324K Sell
6,486
-80
-1% -$4.01K 0.22% 60
2025
Q4 		$298K Sell
6,566
-108
-2% -$4.77K 0.21% 66
2025
Q3 		$299K Sell
6,674
-640
-9% -$28.9K 0.2% 66
2025
Q2 		$321K Sell
7,314
-250
-3% -$10.6K 0.25% 53
2025
Q1 		$325K Buy
7,564
+550
+8% +$24K 0.25% 55
2024
Q4 		$295K Buy
+7,014
New +$325K 0.22% 61

Other funds holding XLB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Hopwood Financial Services's XLB Position: Q2 2026 in Review

Hopwood Financial Services reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 1.1% in Q2 2026, selling an estimated $3.59K and leaving 6,416 shares worth $326K. The position accounts for 0.19% of the portfolio, ranked #61.

Hopwood Financial Services first reported a position in XLB in Q4 2024 and has held it in 7 quarters since. 399 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

  • Hopwood Financial Services held 6,416 shares of State Street Materials Select Sector SPDR ETF worth $326K as of Q2 2026.
  • Hopwood Financial Services sold 70 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $3.59K.
  • State Street Materials Select Sector SPDR ETF made up 0.19% of Hopwood Financial Services's portfolio in Q2 2026, its #61 holding.
  • Hopwood Financial Services first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 399 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.