INVESTMENT PARTNERS, LTD.
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1050068
NEW PHILADELPHIA, OH
Position in XLB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$610,133
-$90,524 QoQ
Shares Held
12,210
-21.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $610,133 | 12,210 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $700,657 | 15,450 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $692,314 | 7,725 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $678,332 | 7,725 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $664,195 | 7,725 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $649,981 | 7,725 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $744,535 | 7,725 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $682,194 | 7,725 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $717,575 | 7,725 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $660,796 | 7,725 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $613,868 | 7,815 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $647,629 | 7,815 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $646,489 | 8,015 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $622,605 | 8,015 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $559,994 | 8,234 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $550,896 | 7,485 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $400,201 | 4,540 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $411,369 | 4,540 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $628,924 | 7,950 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $644,569 | 7,831 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $510,230 | 6,475 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $426,883 | 5,897 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||