Peak Retirement Planning’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Peak Retirement Planning’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	$984K	Sell	19,365 -244,641	-93%	-$12.5M	0.16%	88
2026 Q1	$13.2M	Buy	264,006 +32,960	+14%	+$1.65M	2.63%	6
2025 Q4	$10.5M	Sell	231,046 -6,244	-3%	-$276K	2.45%	9
2025 Q3	$10.6M	Buy	237,290 +231,954	+4,347%	+$10.5M	2.99%	10
2025 Q2	$234K	Sell	5,336 -126,956	-96%	-$5.38M	0.09%	113
2025 Q1	$5.69M	Buy	+132,292	New	+$5.78M	3.15%	7

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

Peak Retirement Planning's XLB Position: Q2 2026 in Review

Peak Retirement Planning reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 93% in Q2 2026, selling an estimated $12.5M and leaving 19,365 shares worth $984K. The position accounts for 0.16% of the portfolio, ranked #88.

Peak Retirement Planning first reported a position in XLB in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.2M in Q1 2026. 923 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Peak Retirement Planning held 19,365 shares of State Street Materials Select Sector SPDR ETF worth $984K as of Q2 2026.
Peak Retirement Planning sold 244,641 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $12.5M.
State Street Materials Select Sector SPDR ETF made up 0.16% of Peak Retirement Planning's portfolio in Q2 2026, its #88 holding.
Peak Retirement Planning first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Peak Retirement Planning's State Street Materials Select Sector SPDR ETF position peaked at $13.2M in Q1 2026.
923 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.