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

Meramec Financial Planners’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	$277K	Buy	5,386 +35	+0.7%	+$1.79K	0.1%	103
2026 Q1	$279K	Buy	5,351 +23	+0.4%	+$1.15K	0.11%	98
2025 Q4	$274K	Buy	+5,328	New	+$235K	0.11%	100

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

Meramec Financial Planners's XLB Position: Q2 2026 in Review

Meramec Financial Planners increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.65% in Q2 2026, buying an estimated $1.79K and bringing the position to 5,386 shares worth $277K. The position accounts for 0.1% of the portfolio, ranked #103.

Meramec Financial Planners first reported a position in XLB in Q4 2025 and has held it in 3 quarters since. The position peaked at $279K in Q1 2026. 924 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Meramec Financial Planners held 5,386 shares of State Street Materials Select Sector SPDR ETF worth $277K as of Q2 2026.
Meramec Financial Planners bought 35 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $1.79K.
State Street Materials Select Sector SPDR ETF made up 0.1% of Meramec Financial Planners's portfolio in Q2 2026, its #103 holding.
Meramec Financial Planners first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Meramec Financial Planners's State Street Materials Select Sector SPDR ETF position peaked at $279K in Q1 2026.
924 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.