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Planning Strategies Inc.’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Planning Strategies Inc.’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 		$157K Buy
+3,096
New +$159K 0.1% 77

Other funds holding XLB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Planning Strategies Inc.'s XLB Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 3,096 shares worth $157K. The stake represents 0.1% of the portfolio and ranks #77 among its holdings.

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

  • Planning Strategies Inc. held 3,096 shares of State Street Materials Select Sector SPDR ETF worth $157K as of Q2 2026.
  • State Street Materials Select Sector SPDR ETF was a new Planning Strategies Inc. position in Q2 2026.
  • State Street Materials Select Sector SPDR ETF made up 0.1% of Planning Strategies Inc.'s portfolio in Q2 2026, its #77 holding.
  • 328 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.