BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1352860
BLUE BELL, PA
Position in XLB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$18,788
+$4,639 QoQ
Shares Held
376
+20.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,788 | 376 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $14,149 | 312 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $13,980 | 156 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $13,698 | 156 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,412 | 156 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $13,125 | 156 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $15,035 | 156 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $15,630 | 177 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $25,080 | 270 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $23,095 | 270 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $6,284 | 80 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $6,629 | 80 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,452 | 80 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,214 | 80 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $5,440 | 80 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,888 | 80 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $7,052 | 80 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $7,248 | 80 | Shares | Sole | 2022-01-26 | |
| 2020-03-31 | $63,056 | 1,400 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||