Personal CFO Solutions’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Personal CFO Solutions’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	$730K	Sell	14,353 -1,420	-9%	-$72.8K	0.11%	175
2026 Q1	$788K	Buy	15,773 +978	+7%	+$49.1K	0.11%	163
2025 Q4	$671K	Sell	14,795 -369	-2%	-$16.3K	0.11%	183
2025 Q3	$679K	Buy	+15,164	New	+$686K	0.12%	177
2024 Q4	–	Sell	-18,254	Closed	-$880K	–	622
2024 Q3	$880K	Buy	18,254 +2,364	+15%	+$108K	0.12%	171
2024 Q2	$702K	Sell	15,890 -358	-2%	-$16.2K	0.11%	185
2024 Q1	$755K	Sell	16,248 -4,014	-20%	-$173K	0.12%	180
2023 Q4	$867K	Buy	+20,262	New	+$810K	0.15%	143
2023 Q1	–	Sell	-38,624	Closed	-$1.5M	–	509
2022 Q4	$1.5M	Buy	+38,624	New	+$1.48M	0.32%	64
2022 Q1	–	Sell	-29,002	Closed	-$1.31M	–	521
2021 Q4	$1.31M	Sell	29,002 -3,224	-10%	-$139K	0.25%	79
2021 Q3	$1.27M	Buy	32,226 +6,500	+25%	+$270K	0.26%	80
2021 Q2	$1.06M	Sell	25,726 -1,838	-7%	-$77.4K	0.22%	89
2021 Q1	$1.09M	Sell	27,564 -6,984	-20%	-$264K	0.23%	84
2020 Q4	$1.25M	Sell	34,548 -436	-1%	-$14.9K	0.31%	71
2020 Q3	$1M	Buy	+34,984	New	+$1.09M	0.33%	126

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

Personal CFO Solutions's XLB Position: Q2 2026 in Review

Personal CFO Solutions reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 9% in Q2 2026, selling an estimated $72.8K and leaving 14,353 shares worth $730K. The position accounts for 0.11% of the portfolio, ranked #175.

Personal CFO Solutions first reported a position in XLB in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.5M in Q4 2022. 928 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Personal CFO Solutions held 14,353 shares of State Street Materials Select Sector SPDR ETF worth $730K as of Q2 2026.
Personal CFO Solutions sold 1,420 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $72.8K.
State Street Materials Select Sector SPDR ETF made up 0.11% of Personal CFO Solutions's portfolio in Q2 2026, its #175 holding.
Personal CFO Solutions first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2020 and has held it in 15 quarters since.
Personal CFO Solutions's State Street Materials Select Sector SPDR ETF position peaked at $1.5M in Q4 2022.
928 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.