Avior Wealth Management, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1599868
OMAHA, NE
Position in XLB
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$580,201
+$170,510 QoQ
Shares Held
11,611
+28.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 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
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $580,201 | 11,611 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $409,691 | 9,034 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $224,318 | 2,503 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $252,102 | 2,871 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $246,848 | 2,871 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $242,659 | 2,884 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $292,802 | 3,038 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $273,672 | 3,099 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $431,009 | 4,640 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $427 | 5 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $392 | 5 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $414 | 5 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $403 | 5 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $388 | 5 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,549 | 111 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $8,169 | 111 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $29,001 | 329 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,238 | 113 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,939 | 113 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $9,301 | 113 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $8,746 | 111 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||