Bedell Frazier Investment Counselling, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1388142
Walnut Creek, CA
Position in XLB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,239,605
+$1,394,677 QoQ
Shares Held
64,831
+59.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,239,605 | 64,831 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,844,928 | 40,682 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,824,752 | 20,361 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,764,893 | 20,099 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,782,365 | 20,730 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,777,205 | 21,122 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,040,075 | 21,167 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,880,826 | 21,298 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,979,300 | 21,308 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||