Forvis Mazars Wealth Advisors, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1352864
Springfield, MO
Position in XLB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,530,281
+$102,709 QoQ
Shares Held
30,624
-2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,530,281 | 30,624 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,427,572 | 31,479 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,457,758 | 16,266 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,483,286 | 16,892 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,496,825 | 17,409 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,493,653 | 17,752 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,724,912 | 17,897 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,590,198 | 18,007 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,659,572 | 17,866 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,563,157 | 18,274 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,538,558 | 19,587 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,661,709 | 20,052 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,649,658 | 20,452 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,603,858 | 20,647 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,409,099 | 20,719 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,549,500 | 21,053 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,736,907 | 19,704 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,810,297 | 19,979 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,584,652 | 20,031 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,636,487 | 19,882 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,615,557 | 20,502 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,484,139 | 20,502 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,301,565 | 20,452 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,152,470 | 20,452 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,179,957 | 26,198 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||