BAR HARBOR WEALTH MANAGEMENT
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1035463
CONCORD, NH
Position in XLB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$8,048,867
+$1,640,051 QoQ
Shares Held
161,074
+14.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,048,867 | 161,074 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $6,408,816 | 141,319 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $6,083,584 | 67,882 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $4,850,360 | 55,237 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $4,840,072 | 56,293 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $4,995,475 | 59,371 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $5,678,613 | 58,919 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $5,311,934 | 60,151 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $5,760,201 | 62,011 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $3,890,786 | 45,485 | Shares | Defined | 2024-01-17 | |
| 2023-09-30 | $2,138,680 | 27,227 | Shares | Defined | 2023-11-28 | |
| 2023-06-30 | $2,264,422 | 27,325 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $2,213,391 | 27,441 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $2,152,435 | 27,709 | Shares | Defined | 2023-06-09 | |
| 2022-09-30 | $1,972,630 | 29,005 | Shares | Defined | 2022-10-24 | |
| 2022-06-30 | $2,201,081 | 29,906 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,773,375 | 31,462 | Shares | Defined | 2022-04-14 | |
| 2021-12-31 | $3,046,580 | 33,623 | Shares | Defined | 2022-01-28 | |
| 2021-09-30 | $2,549,003 | 32,221 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,694,170 | 32,732 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $2,525,224 | 32,046 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $2,176,984 | 30,073 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,920,082 | 30,171 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $1,643,053 | 29,158 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $1,537,980 | 34,147 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||