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

Mindset 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	$207K	Buy	+4,253	New	+$219K	0.04%	190

Other funds holding XLB

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

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

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return

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

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

Mindset Wealth Management opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q3 2026: 4,253 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #190 among its holdings.

259 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

Mindset Wealth Management held 4,253 shares of State Street Materials Select Sector SPDR ETF worth $207K as of Q3 2026.
State Street Materials Select Sector SPDR ETF was a new Mindset Wealth Management position in Q3 2026.
State Street Materials Select Sector SPDR ETF made up 0.04% of Mindset Wealth Management's portfolio in Q3 2026, its #190 holding.
259 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.