Arete Wealth Advisors, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1600151
CHICAGO, IL
Position in XLB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$794,930
+$409,231 QoQ
Shares Held
15,639
+246.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#153
of 293 holders
Holding Since
Dec 2020
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $794,930 | 15,639 | Shares | Sole | 2026-08-13 | |
| 2023-12-31 | $385,699 | 4,509 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $211,220 | 2,689 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $442,608 | 5,341 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $514,530 | 6,379 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $508,648 | 6,548 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $505,654 | 7,435 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $493,856 | 6,710 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,432,869 | 95,665 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $8,600,157 | 94,914 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $7,438,159 | 94,023 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,721,583 | 93,811 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $6,787,674 | 86,138 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $5,727,713 | 79,123 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||