Montecito Bank & Trust

Bank

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 1422508 SANTA BARBARA, CA

Position in XLB

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$464,920

+$42,984 QoQ

Shares Held

9,304

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 84% Shared 0% None 16%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$464,920	9,304	0.0%	Shares	Defined	2026-04-16
2025-12-31	$421,936	9,304	+98.7%	Shares	Defined	2026-01-09
2025-09-30	$419,690	4,683	-12.5%	Shares	Defined	2025-10-07
2025-03-31	$459,993	5,350	-10.1%	Shares	Defined	2025-04-17
2024-12-31	$500,633	5,950	-7.2%	Shares	Defined	2025-01-21
2024-09-30	$618,277	6,415	-1.5%	Shares	Defined	2024-10-31
2024-06-30	$575,339	6,515	0.0%	Shares	Sole	2024-07-17
2024-03-31	$605,178	6,515	-19.4%	Shares	Sole	2024-04-09
2023-12-31	$691,077	8,079	-17.4%	Shares	Sole	2024-01-05
2023-09-30	$768,140	9,779	-24.3%	Shares	Sole	2023-10-16
2023-06-30	$1,070,183	12,914	-18.7%	Shares	Sole	2023-07-25
2023-03-31	$1,282,010	15,894	-7.1%	Shares	Sole	2023-04-25
2022-12-31	$1,328,561	17,103	+4.5%	Shares	Sole	2023-01-20
2022-09-30	$1,113,527	16,373	-55.3%	Shares	Sole	2022-10-14
2022-06-30	$2,692,876	36,588	-27.7%	Shares	Sole	2022-08-01
2022-03-31	$4,460,213	50,598	+10.1%	Shares	Sole	2022-04-22
2021-12-31	$4,163,891	45,954	+5.2%	Shares	Sole	2022-01-25
2021-09-30	$3,455,841	43,684	-1.1%	Shares	Sole	2021-10-28
2021-06-30	$3,635,961	44,174	+4.7%	Shares	Sole	2021-07-08
2021-03-31	$3,324,966	42,195	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.