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

LifePlan Financial’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	$7.58M	Sell	149,110 -688	-0.5%	-$35.3K	5.31%	4
2026 Q1	$7.49M	Buy	149,798 +12,134	+9%	+$609K	5.53%	4
2025 Q4	$6.24M	Buy	137,664 +6,514	+5%	+$288K	4.79%	4
2025 Q3	$5.88M	Buy	131,150 +6,788	+5%	+$307K	4.66%	4
2025 Q2	$5.46M	Buy	124,362 +5,040	+4%	+$214K	4.52%	4
2025 Q1	$5.13M	Buy	119,322 +8,180	+7%	+$357K	4.47%	4
2024 Q4	$4.68M	Buy	111,142 +2,554	+2%	+$118K	4.13%	4
2024 Q3	$5.23M	Buy	108,588 +3,744	+4%	+$171K	4.49%	4
2024 Q2	$4.63M	Sell	104,844 -200	-0.2%	-$9.04K	4.26%	4
2024 Q1	$4.88M	Buy	105,044 +5,220	+5%	+$224K	4.47%	4
2023 Q4	$4.27M	Buy	+99,824	New	+$3.99M	4.28%	4

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

LifePlan Financial's XLB Position: Q2 2026 in Review

LifePlan Financial reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.46% in Q2 2026, selling an estimated $35.3K and leaving 149,110 shares worth $7.58M. The position accounts for 5.31% of the portfolio, ranked #4.

LifePlan Financial first reported a position in XLB in Q4 2023 and has held it in 11 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

LifePlan Financial held 149,110 shares of State Street Materials Select Sector SPDR ETF worth $7.58M as of Q2 2026.
LifePlan Financial sold 688 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $35.3K.
State Street Materials Select Sector SPDR ETF made up 5.31% of LifePlan Financial's portfolio in Q2 2026, its #4 holding.
LifePlan Financial first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.