Perigon Wealth Management, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1575239
SAN FRANCISCO, CA
Position in XLB
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$427,293
+$38,508 QoQ
Shares Held
8,551
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $427,293 | 8,551 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $388,785 | 8,573 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,097,755 | 12,249 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $376,968 | 4,293 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $344,693 | 4,009 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $341,692 | 4,061 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $403,350 | 4,185 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $379,556 | 4,298 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $338,862 | 3,648 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $319,577 | 3,736 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $269,819 | 3,435 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $296,011 | 3,572 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $288,117 | 3,572 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $331,072 | 4,262 | Shares | Sole | 2023-05-01 | |
| 2021-06-30 | $207,091 | 2,516 | Shares | Sole | 2021-07-19 | |
| 2020-12-31 | $206,601 | 2,854 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||