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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return