Waverly Advisors, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1568787
BIRMINGHAM, AL
Position in XLB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,737,987
+$1,445,814 QoQ
Shares Held
73,539
+60.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#79
of 293 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,737,987 | 73,539 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,292,173 | 45,871 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,730,782 | 38,165 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,132,259 | 12,634 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $637,061 | 7,255 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $588,189 | 6,841 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||