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Equibles

Creative Planning

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 1540235 OVERLAND PARK, KS
Back to XLB Full portfolio

Position in XLB

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$4,290,458
-$194,849 QoQ
Shares Held
84,408
-6.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#76
of 293 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in XLB Over Time

Shares Held

Position Value (USD)

Derivatives in XLB

reported options exposure · as of Dec 31, 2020
CallValue
$4,000
CallShares
500
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

All Filings in XLB

Export CSV
31 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,290,458 84,408
2026-03-31 $4,485,307 89,760
2025-12-31 $3,895,428 85,897
2025-09-30 $4,017,664 44,830
2025-06-30 $3,507,482 39,944
2025-03-31 $2,921,342 33,977
2024-12-31 $2,912,000 34,609
2024-09-30 $3,275,185 33,982
2024-06-30 $3,022,143 34,222
2024-03-31 $3,223,189 34,699
2023-12-31 $2,898,607 33,886
2023-09-30 $3,497,437 44,525
2023-06-30 $2,773,990 33,474
2023-03-31 $1,454,945 18,038
2022-12-31 $1,412,610 18,185
2022-09-30 $1,179,497 17,343
2022-06-30 $1,399,283 19,012
2022-03-31 $1,641,441 18,621
2021-12-31 $1,150,928 12,702
2021-09-30 $992,988 12,552
2021-06-30 $1,037,270 12,602
2021-03-31 $948,042 12,031
2020-12-31 $4,000 500
2020-12-31 $711,955 9,835
2020-09-30 $543,676 8,543
2020-09-30 $10,364 600
2020-06-30 $16,905 300
2020-06-30 $335,000 5,945
2020-03-31 $338,880 7,524
2020-03-31 $9,008 200
2020-03-31 $9,008 200

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