Plante Moran Financial Advisors, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1424717
SOUTHFIELD, MI
Position in XLB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$41,175
+$542 QoQ
Shares Held
824
-8.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,175 | 824 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $40,633 | 896 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $36,923 | 412 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $36,177 | 412 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $35,423 | 412 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $34,665 | 412 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $39,901 | 414 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $36,383 | 412 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $38,270 | 412 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $35,242 | 412 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $32,362 | 412 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $25,855 | 312 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $25,165 | 312 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $18,177 | 234 | Shares | Sole | 2023-02-09 | |
| 2022-03-31 | $23,095 | 262 | Shares | Sole | 2022-05-06 | |
| 2021-09-30 | $51,025 | 645 | Shares | Sole | 2021-11-08 | |
| 2020-09-30 | $9,100 | 143 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||