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

Simplicity Wealth’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	$2.21M	Buy	43,385 +34,701	+400%	+$1.78M	0.07%	256
2026 Q1	$434K	Buy	+8,684	New	+$436K	0.02%	491
2022 Q2	–	Sell	-8,404	Closed	-$370K	–	65
2022 Q1	$370K	Sell	8,404 -14,392	-63%	-$614K	0.36%	53
2021 Q4	$1.03M	Buy	+22,796	New	+$985K	0.56%	39

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

Simplicity Wealth's XLB Position: Q2 2026 in Review

Simplicity Wealth increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 400% in Q2 2026, buying an estimated $1.78M and bringing the position to 43,385 shares worth $2.21M. The position accounts for 0.07% of the portfolio, ranked #256.

Simplicity Wealth first reported a position in XLB in Q4 2021 and has held it in 4 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Simplicity Wealth held 43,385 shares of State Street Materials Select Sector SPDR ETF worth $2.21M as of Q2 2026.
Simplicity Wealth bought 34,701 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $1.78M.
State Street Materials Select Sector SPDR ETF made up 0.07% of Simplicity Wealth's portfolio in Q2 2026, its #256 holding.
Simplicity Wealth first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and has held it in 4 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.