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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$690K Buy
13,570
+787
+6% +$40.4K 0.15% 123
2026
Q1
$639K Buy
12,783
+1,380
+12% +$69.2K 0.15% 112
2025
Q4
$517K Buy
11,403
+2,327
+26% +$103K 0.13% 120
2025
Q3
$407K Buy
9,076
+830
+10% +$37.5K 0.12% 132
2025
Q2
$362K Buy
8,246
+2,402
+41% +$102K 0.11% 111
2025
Q1
$251K Buy
+5,844
New +$255K 0.09% 125

Other funds holding XLB

Sequent Planning's XLB Position: Q2 2026 in Review

Sequent Planning increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 6.2% in Q2 2026, buying an estimated $40.4K and bringing the position to 13,570 shares worth $690K. The position accounts for 0.15% of the portfolio, ranked #123.

Sequent Planning first reported a position in XLB in Q1 2025 and has held it in 6 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

  • Sequent Planning held 13,570 shares of State Street Materials Select Sector SPDR ETF worth $690K as of Q2 2026.
  • Sequent Planning bought 787 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $40.4K.
  • State Street Materials Select Sector SPDR ETF made up 0.15% of Sequent Planning's portfolio in Q2 2026, its #123 holding.
  • Sequent Planning first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • 926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.