Transamerica Financial Advisors, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1502149
CEDAR RAPIDS, IA
Position in XLB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,173,445
+$1,171,904 QoQ
Shares Held
23,483
+68967.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 | $1,173,445 | 23,483 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,541 | 34 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,613 | 18 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,580 | 18 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2 | 17 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,155,410 | 13,732 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1 | 9 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,503 | 51 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,737 | 51 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $255,422 | 2,986 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $236,042 | 3,005 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $255,156 | 3,079 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $245,206 | 3,040 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $238,244 | 3,067 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $662,757 | 9,745 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $744,611 | 10,117 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $44,685 | 793 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||