Stockman Wealth Management, Inc.
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1389400
BILLINGS, MT
Position in XLB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,448,756
+$39,702 QoQ
Shares Held
28,502
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#127
of 293 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,448,756 | 28,502 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,409,054 | 28,198 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,216,105 | 26,816 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,150,810 | 12,841 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,082,960 | 12,333 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,027,890 | 11,955 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $938,245 | 11,151 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,009,869 | 10,478 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $859,079 | 9,728 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $873,166 | 9,400 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $699,375 | 8,176 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $524,164 | 6,673 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||