OKABENA INVESTMENT SERVICES INC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1157519
Minneapolis, MN
Position in XLB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$454,227
+$51,293 QoQ
Shares Held
9,090
+2.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $454,227 | 9,090 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $402,934 | 8,885 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $390,384 | 4,356 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $374,685 | 4,267 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $358,106 | 4,165 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $348,255 | 4,139 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $373,954 | 3,880 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $342,642 | 3,880 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $360,413 | 3,880 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $331,895 | 3,880 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||