JFS WEALTH ADVISORS, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1568068
HERMITAGE, PA
Position in XLB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$228,612
+$3,586 QoQ
Shares Held
4,575
-7.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $228,612 | 4,575 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $225,026 | 4,962 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $601,170 | 6,708 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $216,363 | 2,464 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $217,099 | 2,525 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $212,453 | 2,525 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $242,395 | 2,515 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $220,951 | 2,502 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $236,405 | 2,545 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $212,652 | 2,486 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $194,725 | 2,479 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $198,225 | 2,392 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $247,464 | 3,068 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $236,924 | 3,050 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $566,659 | 8,332 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $623,833 | 8,476 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $818,384 | 9,284 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $877,286 | 9,682 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $762,778 | 9,642 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $148,158 | 1,800 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||