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

Planning Strategies’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	$151K	Hold	3,096	–	–	0.09%	81
2026 Q2	$157K	Buy	+3,096	New	+$159K	0.1%	77

Other funds holding XLB

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

ING Group Amsterdam, Netherlands $17.7B AUM 39.02% 1-Year Est. Return

Planning Strategies's XLB Position: Q3 2026 in Review

Planning Strategies held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q3 2026 at 3,096 shares worth $151K. The position accounts for 0.09% of the portfolio, ranked #81.

Planning Strategies first reported a position in XLB in Q2 2026 and has held it in 2 quarters since. The position peaked at $157K in Q2 2026. 802 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

Planning Strategies held 3,096 shares of State Street Materials Select Sector SPDR ETF worth $151K as of Q3 2026.
Planning Strategies left its State Street Materials Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Materials Select Sector SPDR ETF made up 0.09% of Planning Strategies's portfolio in Q3 2026, its #81 holding.
Planning Strategies first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2026 and has held it in 2 quarters since.
Planning Strategies's State Street Materials Select Sector SPDR ETF position peaked at $157K in Q2 2026.
802 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.