United Asset Strategies, Inc.
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1539948
GARDEN CITY, NY
Position in XLB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,489,305
-$5,144,356 QoQ
Shares Held
29,804
-79.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,489,305 | 29,804 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,633,661 | 146,277 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,371,275 | 15,301 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,570,481 | 17,885 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,826,731 | 21,246 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,318,477 | 27,555 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,713,638 | 69,658 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $6,675,882 | 75,596 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $6,192,883 | 66,669 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,618,951 | 65,688 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $5,257,587 | 66,933 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,610,713 | 67,705 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $18,498,725 | 229,342 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $5,525,611 | 71,133 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $4,572,176 | 67,228 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $4,385,676 | 59,588 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,265,287 | 59,731 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $5,719,303 | 63,120 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $4,474,698 | 56,563 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $5,188,081 | 63,031 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $4,063,006 | 51,561 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,586,490 | 49,544 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $3,243,985 | 50,974 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $246,813 | 4,380 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $381,128 | 8,462 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||