Roundview Capital LLC

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 1476804 PRINCETON, NJ

Position in XLB

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$1,121,526

+$103,691 QoQ

Shares Held

22,444

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,121,526	22,444	0.0%	Shares	Sole	2026-05-08
2025-12-31	$1,017,835	22,444	+92.0%	Shares	Sole	2026-02-09
2025-09-30	$1,047,747	11,691	-0.9%	Shares	Sole	2025-11-12
2025-06-30	$1,036,421	11,803	-9.3%	Shares	Sole	2025-07-23
2025-03-31	$1,119,373	13,019	-0.5%	Shares	Sole	2025-05-06
2024-12-31	$1,100,887	13,084	+3.7%	Shares	Sole	2025-02-12
2024-09-30	$1,216,604	12,623	-1.9%	Shares	Sole	2024-11-14
2024-06-30	$1,135,931	12,863	+0.5%	Shares	Sole	2024-08-09
2024-03-31	$1,188,806	12,798	+8.1%	Shares	Sole	2024-05-06
2023-12-31	$1,012,280	11,834	+26.1%	Shares	Sole	2024-02-12
2023-09-30	$736,956	9,382	+2.8%	Shares	Sole	2023-11-13
2023-06-30	$756,603	9,130	+12.3%	Shares	Sole	2023-08-09
2023-03-31	$655,765	8,130	+8.3%	Shares	Sole	2023-05-09
2022-12-31	$583,299	7,509	+16.9%	Shares	Sole	2023-02-13
2022-09-30	$436,692	6,421	+61.1%	Shares	Sole	2022-11-10
2022-06-30	$293,369	3,986	+9.3%	Shares	Sole	2022-08-11
2022-03-31	$321,571	3,648	+1.4%	Shares	Sole	2022-05-17
2021-12-31	$326,014	3,598	+13.6%	Shares	Sole	2022-02-10
2021-09-30	$250,462	3,166	-1.2%	Shares	Sole	2021-11-10
2021-06-30	$263,885	3,206	+25.2%	Shares	Sole	2021-08-10
2021-03-31	$201,806	2,561	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.