MONETA GROUP INVESTMENT ADVISORS LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1120927
ST LOUIS, MO
Position in XLB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$307,623
+$28,341 QoQ
Shares Held
6,052
+8.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#208
of 293 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,623 | 6,052 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $279,282 | 5,589 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $261,216 | 5,760 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $235,073 | 2,623 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $226,198 | 2,576 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $278,747 | 3,242 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $272,781 | 3,242 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $310,921 | 3,226 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $253,184 | 2,867 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $272,632 | 2,935 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||