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 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	$1K	Buy	+34,984	New	+$1.09M	0.33%	126

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Personal CFO Solutions's XLB Position: Q1 2026 in Review

Personal CFO Solutions increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 6.6% in Q1 2026, buying an estimated $49.1K and bringing the position to 15,773 shares worth $788K. The position accounts for 0.11% of the portfolio, ranked #163.

Personal CFO Solutions first reported a position in XLB in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.5M in Q4 2022. 898 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Personal CFO Solutions held 15,773 shares of State Street Materials Select Sector SPDR ETF worth $788K as of Q1 2026.
Personal CFO Solutions bought 978 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $49.1K.
State Street Materials Select Sector SPDR ETF made up 0.11% of Personal CFO Solutions's portfolio in Q1 2026, its #163 holding.
Personal CFO Solutions first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2020 and has held it in 14 quarters since.
Personal CFO Solutions's State Street Materials Select Sector SPDR ETF position peaked at $1.5M in Q4 2022.
898 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.