FORBES J M & CO LLP
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1067532
Boston, MA
Position in XLB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$1,129,821
+$104,458 QoQ
Shares Held
22,610
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,129,821 | 22,610 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,025,363 | 22,610 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,013,154 | 11,305 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $992,692 | 11,305 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $972,003 | 11,305 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $965,758 | 11,478 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,106,249 | 11,478 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,013,622 | 11,478 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,072,600 | 11,547 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $987,730 | 11,547 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $917,149 | 11,676 | Shares | Sole | 2023-11-02 | |
| No filing history on record for this holder in this stock. | ||||||