Intrepid Financial Planning Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Intrepid Financial Planning Group’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	$337K	Buy	6,628 +320	+5%	+$16.4K	0.11%	99
2026 Q1	$315K	Hold	6,308	–	–	0.13%	102
2025 Q4	$286K	Hold	6,308	–	–	0.11%	99
2025 Q3	$283K	Sell	6,308 -524	-8%	-$23.7K	0.11%	104
2025 Q2	$300K	Sell	6,832 -720	-10%	-$30.5K	0.13%	97
2025 Q1	$325K	Sell	7,552 -220	-3%	-$9.61K	0.15%	89
2024 Q4	$327K	Hold	7,772	–	–	0.14%	89
2024 Q3	$375K	Sell	7,772 -530	-6%	-$24.2K	0.16%	86
2024 Q2	$367K	Sell	8,302 -190	-2%	-$8.59K	0.16%	86
2024 Q1	$394K	Sell	8,492 -200	-2%	-$8.6K	0.17%	84
2023 Q4	$372K	Hold	8,692	–	–	0.18%	81
2023 Q3	$341K	Hold	8,692	–	–	0.18%	76
2023 Q2	$360K	Sell	8,692 -300	-3%	-$11.9K	0.17%	77
2023 Q1	$363K	Sell	8,992 -274	-3%	-$11.1K	0.18%	79
2022 Q4	$360K	Sell	9,266 -230	-2%	-$8.83K	0.2%	74
2022 Q3	$323K	Sell	9,496 -842	-8%	-$31.7K	0.18%	70
2022 Q2	$380K	Buy	+10,338	New	+$433K	0.21%	68

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

Intrepid Financial Planning Group's XLB Position: Q2 2026 in Review

Intrepid Financial Planning Group increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 5.1% in Q2 2026, buying an estimated $16.4K and bringing the position to 6,628 shares worth $337K. The position accounts for 0.11% of the portfolio, ranked #99.

Intrepid Financial Planning Group first reported a position in XLB in Q2 2022 and has held it in 17 quarters since. The position peaked at $394K in Q1 2024. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Intrepid Financial Planning Group held 6,628 shares of State Street Materials Select Sector SPDR ETF worth $337K as of Q2 2026.
Intrepid Financial Planning Group bought 320 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $16.4K.
State Street Materials Select Sector SPDR ETF made up 0.11% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #99 holding.
Intrepid Financial Planning Group first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
Intrepid Financial Planning Group's State Street Materials Select Sector SPDR ETF position peaked at $394K in Q1 2024.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.