CWC Advisors, LLC.
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1520683
LAKE OSWEGO, OR
Position in XLB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$1,209,074
+$94,462 QoQ
Shares Held
24,196
-1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,209,074 | 24,196 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,114,612 | 24,578 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,105,731 | 12,338 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,046,870 | 11,922 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $995,218 | 11,575 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $622,551 | 7,399 | Shares | Sole | 2025-03-18 | |
| 2024-09-30 | $695,478 | 7,216 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||