USA FINANCIAL FORMULAS’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

USA FINANCIAL FORMULAS’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	$212K	Buy	+4,161	New	+$213K	0.04%	132

Other funds holding XLB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

USA FINANCIAL FORMULAS's XLB Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 4,161 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #132 among its holdings.

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

USA FINANCIAL FORMULAS held 4,161 shares of State Street Materials Select Sector SPDR ETF worth $212K as of Q2 2026.
State Street Materials Select Sector SPDR ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.04% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #132 holding.
465 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.