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 Q3	$7.34M	Sell	149,034 -76	-0.1%	-$3.91K	5.2%	4
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

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LifePlan Financial's XLB Position: Q3 2026 in Review

LifePlan Financial reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.05% in Q3 2026, selling an estimated $3.91K and leaving 149,034 shares worth $7.34M. The position accounts for 5.2% of the portfolio, ranked #4.

LifePlan Financial first reported a position in XLB in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.58M in Q2 2026. 79 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

LifePlan Financial held 149,034 shares of State Street Materials Select Sector SPDR ETF worth $7.34M as of Q3 2026.
LifePlan Financial sold 76 State Street Materials Select Sector SPDR ETF shares in Q3 2026, an estimated $3.91K.
State Street Materials Select Sector SPDR ETF made up 5.2% of LifePlan Financial's portfolio in Q3 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 12 quarters since.
LifePlan Financial's State Street Materials Select Sector SPDR ETF position peaked at $7.58M in Q2 2026.
79 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

Based on LifePlan Financial's 13F filing for Q3 2026, filed 13 Oct 2026.