LWM
XLB icon

Lodestone Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Lodestone Wealth Management’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 		$19.7K Hold
404
– – 0.01% 440
2026
Q2 		$20.5K Hold
404
– – 0.01% 414
2026
Q1 		$20.2K Hold
404
– – 0.01% 414
2025
Q4 		$18.3K Buy
+404
New +$17.9K 0.01% 423

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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
LF
LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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

Lodestone Wealth Management's XLB Position: Q3 2026 in Review

Lodestone Wealth Management held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q3 2026 at 404 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #440.

Lodestone Wealth Management first reported a position in XLB in Q4 2025 and has held it in 4 quarters since. The position peaked at $20.5K in Q2 2026. 110 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

  • Lodestone Wealth Management held 404 shares of State Street Materials Select Sector SPDR ETF worth $19.7K as of Q3 2026.
  • Lodestone Wealth Management left its State Street Materials Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Materials Select Sector SPDR ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #440 holding.
  • Lodestone Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $20.5K in Q2 2026.
  • 110 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.