Nelson Capital Management, LLC

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 1512611 MENLO PARK, CA

Position in XLB

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$1,632,969

+$233,015 QoQ

Shares Held

32,679

+5.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99% Shared 0% None 1%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,632,969	32,679	+5.9%	Shares	Sole	2026-05-07
2025-12-31	$1,399,954	30,870	+129.3%	Shares	Sole	2026-02-10
2025-09-30	$1,206,464	13,462	+2.0%	Shares	Sole	2025-11-13
2025-06-30	$1,158,916	13,198	-0.1%	Shares	Sole	2025-07-23
2025-03-31	$1,136,311	13,216	+9.3%	Shares	Sole	2025-05-06
2024-12-31	$1,017,084	12,088	+2.6%	Shares	Sole	2025-02-05
2024-09-30	$1,135,549	11,782	+8.5%	Shares	Sole	2024-11-04
2024-06-30	$959,223	10,862	+0.9%	Shares	Sole	2024-08-08
2024-03-31	$999,682	10,762	-1.8%	Shares	Sole	2024-05-07
2023-12-31	$937,005	10,954	-1.5%	Shares	Sole	2024-01-26
2023-09-30	$873,240	11,117	+7.6%	Shares	Sole	2023-11-14
2023-06-30	$856,461	10,335	-16.6%	Shares	Sole	2023-08-10
2023-03-31	$1,000,022	12,398	-8.2%	Shares	Sole	2023-05-09
2022-12-31	$1,049,146	13,506	-0.2%	Shares	Sole	2023-02-03
2022-09-30	$920,243	13,531	-0.3%	Shares	Sole	2022-11-03
2022-06-30	$998,457	13,566	+36.1%	Shares	Sole	2022-07-27
2022-03-31	$878,943	9,971	+24.4%	Shares	Sole	2022-05-02
2021-12-31	$726,420	8,017	-5.2%	Shares	Sole	2022-02-14
2021-09-30	$669,112	8,458	-0.6%	Shares	Sole	2021-11-09
2021-06-30	$700,375	8,509	+7.2%	Shares	Sole	2021-08-10
2021-03-31	$625,199	7,934	-3.3%	Shares	Sole	2021-05-10
2020-12-31	$594,032	8,206	-29.3%	Shares	Sole	2021-02-17
2020-09-30	$738,160	11,599	-0.3%	Shares	Sole	2020-11-13
2020-06-30	$655,575	11,634	-1.3%	Shares	Sole	2020-08-13
2020-03-31	$531,021	11,790	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.