Phillips Wealth Planners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Phillips Wealth 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	$461K	Buy	+8,947	New	+$459K	0.34%	92

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

Phillips Wealth Planners's XLB Position: Q2 2026 in Review

Phillips Wealth Planners opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 8,947 shares worth $461K. The stake represents 0.34% of the portfolio and ranks #92 among its holdings.

926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Phillips Wealth Planners held 8,947 shares of State Street Materials Select Sector SPDR ETF worth $461K as of Q2 2026.
State Street Materials Select Sector SPDR ETF was a new Phillips Wealth Planners position in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.34% of Phillips Wealth Planners's portfolio in Q2 2026, its #92 holding.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.