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

LifeSteps 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	$712	Buy	+14	New	+$718	﹤0.01%	746
2024 Q2	–	Sell	-14	Closed	-$650	–	422
2024 Q1	$650	Buy	+14	New	+$602	﹤0.01%	418

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

LifeSteps Financial's XLB Position: Q2 2026 in Review

LifeSteps Financial opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 14 shares worth $712. The stake represents ﹤0.01% of the portfolio and ranks #746 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in XLB as recently as Q1 2024.

LifeSteps Financial first reported a position in XLB in Q1 2024 and has held it in 2 quarters since. 930 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

LifeSteps Financial held 14 shares of State Street Materials Select Sector SPDR ETF worth $712 as of Q2 2026.
State Street Materials Select Sector SPDR ETF was a new LifeSteps Financial position in Q2 2026.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #746 holding.
LifeSteps Financial first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2024 and has held it in 2 quarters since.
930 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.