Valmark Advisers, Inc.
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1380443
AKRON, OH
Position in XLB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$328,202
+$7,306 QoQ
Shares Held
6,568
-7.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $328,202 | 6,568 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $320,896 | 7,076 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $303,542 | 3,387 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $307,422 | 3,501 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $290,010 | 3,373 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $254,775 | 3,028 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $265,141 | 2,751 | Shares | Sole | 2024-10-25 | |
| 2024-03-31 | $215,226 | 2,317 | Shares | Sole | 2024-05-06 | |
| 2023-09-30 | $201,873 | 2,570 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $268,333 | 3,238 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,539,234 | 19,083 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,811,575 | 23,321 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,427,257 | 20,986 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,493,196 | 20,288 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||