AmeriServ Wealth Advisors
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1102062
Johnstown, PA
Position in XLB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,296,271
+$96,356 QoQ
Shares Held
25,941
-2.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,296,271 | 25,941 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,199,915 | 26,459 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $1,263,999 | 14,104 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,542,450 | 28,954 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,189,996 | 25,471 | Shares | Other | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||