Circle Wealth Management, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1578242
SUMMIT, NJ
Position in XLB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$276,583
-$259,122 QoQ
Shares Held
5,535
-53.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $276,583 | 5,535 | Shares | Sole | 2026-05-12 | |
| 2020-03-31 | $535,705 | 11,894 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||