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Sunrise Financial Services’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Sunrise Financial Services’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 		$7.01K Hold
138
– – ﹤0.01% 259
2026
Q1 		$6.9K Hold
138
– – ﹤0.01% 260
2025
Q4 		$6.26K Buy
+138
New +$6.1K ﹤0.01% 240

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sunrise Financial Services's XLB Position: Q2 2026 in Review

Sunrise Financial Services held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 138 shares worth $7.01K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Sunrise Financial Services first reported a position in XLB in Q4 2025 and has held it in 3 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

  • Sunrise Financial Services held 138 shares of State Street Materials Select Sector SPDR ETF worth $7.01K as of Q2 2026.
  • Sunrise Financial Services left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #259 holding.
  • Sunrise Financial Services first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.