B. Riley Wealth Advisors, Inc.
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1464811
MEMPHIS, TN
Position in XLB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$783,379
+$440,760 QoQ
Shares Held
15,677
+107.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $783,379 | 15,677 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $342,619 | 7,555 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $303,811 | 3,390 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $328,936 | 3,746 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $878,337 | 10,439 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,026,254 | 10,648 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,121,095 | 12,695 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,276,548 | 24,508 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,475,356 | 28,938 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,925,103 | 24,508 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $3,173,755 | 38,298 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,654,059 | 45,302 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,785,241 | 22,982 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $1,167,323 | 17,164 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $1,121,737 | 15,241 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,594,633 | 18,090 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $2,324,690 | 25,656 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,986,689 | 25,113 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,924,819 | 23,385 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,609,805 | 20,429 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,283,547 | 17,731 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $986,992 | 15,509 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $914,729 | 16,233 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $745,682 | 16,556 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||