Virginia Estate & Retirement Planning Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Virginia Estate & Retirement Planning Advisors’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	$8.34K	Sell	164 -90	-35%	-$4.62K	0.01%	131
2026 Q1	$15.6K	Buy	+254	New	+$12.7K	0.03%	76

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

Virginia Estate & Retirement Planning Advisors's XLB Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 35% in Q2 2026, selling an estimated $4.62K and leaving 164 shares worth $8.34K. The position accounts for 0.01% of the portfolio, ranked #131.

Virginia Estate & Retirement Planning Advisors first reported a position in XLB in Q1 2026 and has held it in 2 quarters since. The position peaked at $15.6K in Q1 2026. 916 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Virginia Estate & Retirement Planning Advisors held 164 shares of State Street Materials Select Sector SPDR ETF worth $8.34K as of Q2 2026.
Virginia Estate & Retirement Planning Advisors sold 90 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $4.62K.
State Street Materials Select Sector SPDR ETF made up 0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #131 holding.
Virginia Estate & Retirement Planning Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
Virginia Estate & Retirement Planning Advisors's State Street Materials Select Sector SPDR ETF position peaked at $15.6K in Q1 2026.
916 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.