D L CARLSON INVESTMENT GROUP INC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1021117
CONCORD, NH
Position in XLB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,716,884
-$5,631 QoQ
Shares Held
33,777
-2.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#114
of 293 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,716,884 | 33,777 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,722,515 | 34,471 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,413,106 | 31,160 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,540,836 | 17,193 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,525,962 | 17,378 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,577,389 | 18,346 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,590,750 | 18,906 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $872,624 | 9,054 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $852,456 | 9,653 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $845,484 | 9,102 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,156,415 | 13,519 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $785,971 | 10,006 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,334,207 | 16,100 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,725,236 | 21,389 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,915,433 | 24,658 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,366,407 | 34,795 | Shares | Sole | 2022-11-18 | |
| 2022-06-30 | $2,712,601 | 36,856 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,821,593 | 32,009 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,551,758 | 28,162 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,165,715 | 27,376 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,288,053 | 27,798 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,086,387 | 26,477 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,787,236 | 24,689 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,539,769 | 24,195 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,359,556 | 24,127 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,145,412 | 25,431 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||