CWM, LLC

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 1535847 OMAHA, NE

Position in XLB

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$24,319,599

+$6,226,401 QoQ

Shares Held

486,684

+22.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$24,319,599	486,684	+22.0%	Shares	Sole	2026-05-14
2025-12-31	$18,093,198	398,968	+122.6%	Shares	Sole	2026-01-26
2025-09-30	$16,059,545	179,196	+11.9%	Shares	Sole	2025-10-15
2025-06-30	$14,057,239	160,087	-4.3%	Shares	Sole	2025-07-25
2025-03-31	$14,389,956	167,364	+8.8%	Shares	Sole	2025-05-01
2024-12-31	$12,937,871	153,766	+7.6%	Shares	Sole	2025-02-04
2024-09-30	$13,774,629	142,920	+12.6%	Shares	Sole	2024-10-08
2024-06-30	$11,205,567	126,889	+15.1%	Shares	Sole	2024-07-10
2024-03-31	$10,239,264	110,230	-34.1%	Shares	Sole	2024-04-05
2023-12-31	$14,311,355	167,306	+19.4%	Shares	Sole	2024-02-01
2023-09-30	$11,004,148	140,091	+35.3%	Shares	Sole	2023-10-11
2023-06-30	$8,583,425	103,577	+95.0%	Shares	Sole	2023-08-03
2023-03-31	$4,284,094	53,113	+212.6%	Shares	Sole	2023-05-01
2022-12-31	$1,319,860	16,991	+236.7%	Shares	Sole	2023-02-01
2022-09-30	$343,178	5,046	+9.9%	Shares	Sole	2022-10-27
2022-06-30	$338,044	4,593	-7.9%	Shares	Sole	2022-07-28
2022-03-31	$439,604	4,987	-13.0%	Shares	Sole	2022-04-21
2021-12-31	$519,557	5,734	-47.0%	Shares	Sole	2022-01-31
2021-06-30	$889,935	10,812	0.0%	Shares	Sole	2021-09-15
2021-03-31	$851,985	10,812	0.0%	Shares	Sole	2021-09-15
2020-12-31	$782,680	10,812	0.0%	Shares	Sole	2021-09-15
2020-09-30	$688,075	10,812	0.0%	Shares	Sole	2021-09-15
2020-06-30	$609,256	10,812	0.0%	Shares	Sole	2021-09-15
2020-03-31	$486,972	10,812	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.