GRIMES & Co WEALTH MANAGEMENT, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1321993
WESTBOROUGH, MA
Position in XLB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$20,848,883
+$358,346 QoQ
Shares Held
417,228
+82.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,848,883 | 417,228 | Shares | Sole | 2026-04-21 | |
| 2025-09-30 | $20,490,537 | 228,638 | Shares | Sole | 2025-10-27 | |
| 2024-12-31 | $13,920,037 | 165,439 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,970,123 | 51,568 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $14,509,686 | 164,304 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $14,372,312 | 154,724 | Shares | Sole | 2024-04-17 | |
| 2023-03-31 | $16,977,881 | 210,487 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,074,289 | 26,703 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,892,582 | 27,828 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $16,852,265 | 228,971 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $19,099,813 | 216,674 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $19,009,706 | 209,797 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $15,717,416 | 198,678 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $20,105,369 | 244,264 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $17,806,830 | 225,975 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $12,794,570 | 176,745 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $10,300,197 | 161,851 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||