Vision Retirement’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Vision Retirement’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	$1.32K	Hold	26	–	–	﹤0.01%	582
2026 Q1	$1.3K	Buy	+26	New	+$1.3K	﹤0.01%	586

Other funds holding XLB

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Vision Retirement's XLB Position: Q2 2026 in Review

Vision Retirement held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 26 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Vision Retirement first reported a position in XLB in Q1 2026 and has held it in 2 quarters since. 878 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Vision Retirement held 26 shares of State Street Materials Select Sector SPDR ETF worth $1.32K as of Q2 2026.
Vision Retirement 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 Vision Retirement's portfolio in Q2 2026, its #582 holding.
Vision Retirement first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
878 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.