GeoWealth Management, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1593387
CHICAGO, IL
Position in XLB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$974,265
+$787,605 QoQ
Shares Held
19,497
+373.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 1%
Shared 8%
None 90%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $974,265 | 19,497 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $186,660 | 4,116 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $201,017 | 2,243 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $410,511 | 4,675 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $538,664 | 6,265 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $487,591 | 5,795 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $407,783 | 4,231 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,183,442 | 13,401 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $9,456,294 | 101,801 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $580,987 | 6,792 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $277,909 | 3,538 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $3,670,395 | 44,291 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $302,071 | 3,745 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $286,099 | 3,729 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $318,694 | 4,686 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $373,078 | 5,069 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,051,100 | 11,924 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $473,165 | 5,222 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $391,119 | 4,944 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $376,568 | 4,575 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $340,100 | 4,316 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $308,453 | 4,261 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||