ATLAS CAPITAL ADVISORS INC.

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 1434165 JACKSON, WY

Position in XLB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,588,183

-$338,359 QoQ

Shares Held

31,245

-19.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#120

of 293 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,588,183	31,245	-19.0%	Shares	Sole	2026-08-13
2026-03-31	$1,926,542	38,554	+106.1%	Shares	Sole	2026-05-11
2025-12-31	$848,180	18,703	+128.6%	Shares	Sole	2026-02-13
2025-06-30	$718,285	8,180	-25.6%	Shares	Sole	2025-08-12
2025-03-31	$945,607	10,998	-4.6%	Shares	Sole	2025-05-12
2024-12-31	$969,881	11,527	-2.2%	Shares	Sole	2025-02-12
2024-09-30	$1,135,838	11,785	-1.0%	Shares	Sole	2024-11-05
2024-06-30	$1,051,418	11,906	+0.1%	Shares	Sole	2024-07-30
2024-03-31	$1,105,112	11,897	-0.1%	Shares	Sole	2024-04-15
2023-12-31	$1,018,182	11,903	-8.5%	Shares	Sole	2024-02-15
2023-09-30	$1,021,307	13,002	+1.5%	Shares	Sole	2023-11-14
2023-06-30	$1,061,316	12,807	+10.2%	Shares	Sole	2023-08-15
2023-03-31	$937,430	11,622	+25.3%	Shares	Sole	2023-05-16
2022-12-31	$720,404	9,274	+2.3%	Shares	Sole	2023-02-15
2022-09-30	$616,374	9,063	-26.3%	Shares	Sole	2022-11-08
2022-06-30	$905,206	12,299	+63.1%	Shares	Sole	2022-08-16
2022-03-31	$664,562	7,539	-0.2%	Shares	Sole	2022-05-11
2021-12-31	$684,739	7,557	-10.4%	Shares	Sole	2022-02-01
2021-09-30	$666,976	8,431	-16.7%	Shares	Sole	2021-10-28
2021-06-30	$832,730	10,117	+31.4%	Shares	Sole	2021-07-30
2021-03-31	$606,760	7,700	+3.2%	Shares	Sole	2021-05-10
2020-12-31	$540,246	7,463	+11.5%	Shares	Sole	2021-02-16
2020-09-30	$426,069	6,695	+2.3%	Shares	Sole	2020-10-23
2020-06-30	$368,754	6,544	+11.5%	Shares	Sole	2020-07-28
2020-03-31	$264,384	5,870	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.